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National Wealth Management Group

Latest statistics and disclosures from National Wealth Management Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, IVV, NVDA, IDEV, TCAF, and represent 20.11% of National Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$12M), VGT, IDEV, SPMD, GCAD, Tema Etf Trust, VEA, SPRX, MU, IJH.
Started 33 new stock positions in IGPT, FTI, USO, INTC, TMO, FPXI, EXPE, LAMR, BUFQ, ABT.
Reduced shares in these 10 stocks: TCAF, TCHP, CGMM, CGNG, SHLD, WDC, VUSB, LRCX, META, CGDG.
Sold out of its positions in ADBE, BR, CVX, BUFR, SHLD, Honeywell International, INTU, PPA, PWB, DVY. HEFA, MPLX, MEDP, NKE, JNK, XLV, GOLY, USB, VOOG, VZ, VRTX, DGRW.
National Wealth Management Group was a net buyer of stock by $22M.
National Wealth Management Group has $323M in assets under management (AUM), dropping by 20.45%.
Central Index Key (CIK): 0001977723

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Portfolio Holdings for National Wealth Management Group

National Wealth Management Group holds 226 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	7.0	$23M	+112%	258k	87.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.4	$11M		15k	748.88	View chart
NVIDIA Corporation (NVDA)	3.3	$11M		53k	200.09	View chart
Ishares Tr Core Msci Intl (IDEV)	3.2	$10M	+46%	117k	89.01	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	3.2	$10M	-29%	250k	41.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$8.4M		11k	736.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$7.6M	+20%	98k	77.11	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	2.0	$6.3M	-39%	126k	50.09	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	1.9	$6.1M	+18%	67k	91.64	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	1.8	$5.9M	-28%	180k	32.97	View chart
Apple (AAPL)	1.7	$5.5M	-2%	19k	289.36	View chart
Lam Research Corp Com New (LRCX)	1.6	$5.3M	-15%	12k	433.33	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.5	$4.8M	+9%	16k	302.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$4.8M		13k	370.03	View chart
Micron Technology (MU)	1.5	$4.7M	+38%	4.1k	1154.42	View chart
Capital Group New Geography SHS (CGNG)	1.4	$4.5M	-29%	120k	37.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$4.1M	+3%	6.0k	686.81	View chart
Spdr Series Trust St Str P400mid (SPMD)	1.3	$4.0M	+243%	60k	67.56	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$4.0M	-5%	11k	368.37	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	1.2	$3.9M	+4%	82k	47.20	View chart
Vanguard World Inf Tech Etf (VGT)	1.2	$3.8M	+672%	32k	119.52	View chart
Tesla Motors (TSLA)	1.2	$3.8M	+4%	9.0k	420.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$3.5M	-2%	9.7k	357.35	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.0	$3.2M	-20%	86k	37.51	View chart
Western Digital (WDC)	1.0	$3.2M	-29%	4.9k	638.72	View chart
Microsoft Corporation (MSFT)	1.0	$3.1M	-19%	8.3k	373.00	View chart
Amazon (AMZN)	1.0	$3.1M		13k	238.34	View chart
Listed Fds Tr Spear Alpha Etf (SPRX)	1.0	$3.1M	+108%	53k	57.98	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.0	$3.1M	-23%	62k	49.78	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.9	$2.9M	-3%	22k	129.02	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.9	$2.9M	+57%	17k	165.38	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.9	$2.8M	+4%	117k	24.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$2.8M	+238%	39k	71.25	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.8	$2.7M	-2%	2.8k	965.00	View chart
Advanced Micro Devices (AMD)	0.8	$2.7M		4.6k	580.91	View chart
Gabelli Etfs Trust Coml Aer Def Etf (GCAD)	0.8	$2.6M	NEW	47k	56.06	View chart
Palantir Technologies Cl A (PLTR)	0.8	$2.6M	-6%	22k	116.67	View chart
Ishares Silver Tr Ishares (SLV)	0.8	$2.5M	-4%	47k	53.47	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.7	$2.4M	-22%	49k	49.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.4M	-2%	4.8k	500.39	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.7	$2.4M	-2%	47k	50.35	View chart
Analog Devices (ADI)	0.7	$2.4M	-2%	6.0k	397.15	View chart
Ge Aerospace Com New (GE)	0.7	$2.2M		5.9k	373.73	View chart
Tema Etf Trust Us Manufacturing	0.7	$2.2M	NEW	35k	62.87	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$2.1M	-4%	26k	81.06	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.6	$2.0M	+86%	41k	49.28	View chart
Applied Materials (AMAT)	0.6	$2.0M	-15%	2.8k	723.04	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$2.0M	-9%	2.7k	746.78	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$2.0M	+19%	43k	45.49	View chart
Broadcom (AVGO)	0.6	$1.9M	-4%	4.9k	377.75	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$1.9M	+3%	30k	62.20	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$1.8M	-5%	80k	22.78	View chart
Meta Platforms Cl A (META)	0.5	$1.8M	-33%	3.1k	563.32	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.5	$1.7M		39k	43.61	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$1.6M		2.5k	640.73	View chart
Teradyne (TER)	0.5	$1.6M	-2%	3.2k	483.85	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.5	$1.5M		21k	69.45	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$1.5M	+151%	41k	36.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.4M		9.7k	148.32	View chart
Procter & Gamble Company (PG)	0.4	$1.4M	-2%	9.7k	146.64	View chart
Spdr Series Trust St Str Corpo Etf (SPBO)	0.4	$1.4M	-3%	48k	29.04	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.4	$1.3M	-4%	12k	110.35	View chart
Howmet Aerospace (HWM)	0.4	$1.3M	+52%	4.8k	268.88	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.3M	-15%	25k	50.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.2M		5.1k	236.61	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.4	$1.2M	+97%	34k	34.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.1M		5.3k	217.93	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$1.1M	-5%	3.4k	334.82	View chart
UnitedHealth (UNH)	0.4	$1.1M		2.7k	415.70	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.1M		14k	82.84	View chart
Arista Networks Com Shs (ANET)	0.4	$1.1M		6.7k	169.88	View chart
Monolithic Power Systems (MPWR)	0.3	$1.1M	-2%	811.00	1382.48	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.1M	NEW	39k	27.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.0M	NEW	17k	59.69	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$1.0M		28k	36.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.0M		35k	29.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.0M	+291%	13k	80.57	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.0M	-7%	3.1k	327.32	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.3	$998k	+30%	10k	99.38	View chart
Southern Copper Corporation (SCCO)	0.3	$998k	-4%	5.7k	174.26	View chart
Eli Lilly & Co. (LLY)	0.3	$963k	-2%	803.00	1199.68	View chart
Wal-Mart Stores (WMT)	0.3	$955k	-4%	8.4k	113.26	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$946k	+12%	19k	50.15	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.3	$938k	+3%	18k	51.78	View chart
Amgen (AMGN)	0.3	$916k	-24%	2.5k	362.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$882k	-6%	2.5k	353.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$859k	+41%	4.0k	212.77	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.3	$813k	+212%	16k	52.34	View chart
Embraer Sponsored Ads (EMBJ)	0.2	$772k		12k	63.80	View chart
L3harris Technologies (LHX)	0.2	$771k	-3%	2.7k	290.61	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$763k		17k	44.36	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$729k	-13%	14k	51.05	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$725k	+275%	8.3k	87.91	View chart
Cheniere Energy Com New (LNG)	0.2	$708k		3.0k	239.04	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.2	$662k		9.3k	70.92	View chart
Principal Financial (PFG)	0.2	$644k	-18%	6.0k	107.79	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$634k	+189%	5.6k	114.18	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$609k	NEW	7.1k	86.42	View chart
Visa Com Cl A (V)	0.2	$609k	-8%	1.8k	343.01	View chart
Vanguard World Utilities Etf (VPU)	0.2	$608k	-3%	3.1k	195.76	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$604k	-10%	21k	29.40	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.2	$604k	+19%	18k	33.75	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$600k	+6%	8.0k	75.45	View chart
United Sts Gasoline Units (UGA)	0.2	$591k	-15%	5.7k	102.97	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$583k	NEW	3.1k	190.53	View chart
Amphenol Corp Cl A (APH)	0.2	$576k	-8%	3.3k	176.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.2	$570k	NEW	15k	39.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$558k	+8%	4.5k	124.75	View chart
Freeport Mcmoran CL B (FCX)	0.2	$555k	-6%	8.8k	62.89	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.2	$550k		12k	47.52	View chart
Cintas Corporation (CTAS)	0.2	$544k		3.2k	170.08	View chart
ConocoPhillips (COP)	0.2	$542k	-4%	5.2k	103.96	View chart
Enbridge (ENB)	0.2	$542k	-2%	10k	54.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$541k		3.3k	164.27	View chart
Altria (MO)	0.2	$540k		7.5k	71.95	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$533k		1.8k	290.67	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$530k	+100%	9.4k	56.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$512k	+7%	15k	33.29	View chart
Emerson Electric (EMR)	0.2	$510k	-4%	3.6k	143.14	View chart
Costco Wholesale Corporation (COST)	0.2	$487k		520.00	935.99	View chart
Lowe's Companies (LOW)	0.1	$483k	-3%	2.2k	220.49	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$475k	-8%	6.3k	75.79	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$473k	-3%	3.2k	146.35	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$468k	-4%	1.9k	242.99	View chart
F&g Annuities & Life Common Stock (FG)	0.1	$465k		18k	26.59	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$465k	+99%	8.8k	52.60	View chart
Bristol Myers Squibb (BMY)	0.1	$461k	+3%	8.0k	57.62	View chart
Lamar Advertising Cl A (LAMR)	0.1	$458k	NEW	2.9k	155.98	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.1	$456k	+3%	11k	41.48	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$455k	+33%	10k	45.52	View chart
Expedia Group Com New (EXPE)	0.1	$453k	NEW	1.8k	255.88	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$444k	-5%	8.8k	50.61	View chart
Johnson & Johnson (JNJ)	0.1	$438k	+3%	1.7k	254.04	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.1	$435k	NEW	4.2k	104.10	View chart
Walt Disney Company (DIS)	0.1	$433k	-14%	4.5k	96.25	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$420k	-7%	3.4k	123.44	View chart
S&p Global (SPGI)	0.1	$419k	-11%	1.0k	407.36	View chart
Xylem (XYL)	0.1	$417k	-9%	3.5k	118.23	View chart
Starbucks Corporation (SBUX)	0.1	$413k	+10%	4.0k	102.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$407k		5.5k	73.41	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.1	$405k	-31%	9.2k	43.85	View chart
Blackrock (BLK)	0.1	$398k		414.00	961.56	View chart
Exxon Mobil Corporation (XOM)	0.1	$397k	-2%	2.9k	136.71	View chart
Technipfmc (FTI)	0.1	$384k	NEW	5.8k	66.30	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$383k		8.8k	43.75	View chart
McDonald's Corporation (MCD)	0.1	$383k	-2%	1.4k	270.23	View chart
Nextera Energy (NEE)	0.1	$369k	-2%	4.2k	87.77	View chart
Rocket Lab Corp (RKLB)	0.1	$368k	NEW	3.6k	101.65	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$362k		4.3k	84.60	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$361k	+67%	6.1k	58.98	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$360k	NEW	548.00	655.99	View chart
Cisco Systems (CSCO)	0.1	$359k	-6%	3.1k	117.45	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$356k		6.4k	55.93	View chart
Vodafone Group Sponsored Adr (VOD)	0.1	$346k	NEW	26k	13.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$346k		1.1k	303.12	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$338k	-4%	3.9k	87.71	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$335k	-2%	7.7k	43.50	View chart
Intercontinental Exchange (ICE)	0.1	$331k		2.7k	123.13	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$330k		1.2k	264.72	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$324k	-4%	7.3k	44.48	View chart
At&t (T)	0.1	$322k	-2%	16k	20.70	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$321k	-2%	673.00	477.57	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.1	$321k		6.7k	48.29	View chart
Ge Vernova (GEV)	0.1	$321k		273.00	1175.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$317k		3.3k	96.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Intl Etf (BUFY)	0.1	$315k	+45%	14k	23.41	View chart
Target Corporation (TGT)	0.1	$311k	-5%	2.4k	130.62	View chart
Qualcomm (QCOM)	0.1	$310k	+2%	1.7k	184.79	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$308k	NEW	2.4k	128.08	View chart
Union Pacific Corporation (UNP)	0.1	$306k	-10%	1.1k	271.89	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$302k	-7%	5.2k	57.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$300k	+447%	3.5k	86.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$297k	+4%	3.5k	85.48	View chart
Honeywell International (HON)	0.1	$294k	NEW	1.3k	223.82	View chart
Air Products & Chemicals (APD)	0.1	$289k		987.00	293.03	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.1	$286k	NEW	1.0k	284.96	View chart
Global X Fds Global X Uranium (URA)	0.1	$286k	NEW	6.5k	43.70	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$285k		7.5k	38.06	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$280k		3.0k	93.91	View chart
Honeywell Aerospace (HONA)	0.1	$278k	NEW	1.3k	221.00	View chart
Entrepreneurshares Series Tr Ersh Pri Pub Etf (XOVR)	0.1	$274k	NEW	13k	21.05	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$274k		3.4k	79.42	View chart
3M Company (MMM)	0.1	$271k		1.7k	161.91	View chart
FactSet Research Systems (FDS)	0.1	$270k	-2%	1.2k	230.08	View chart
Pepsi (PEP)	0.1	$270k	-4%	2.0k	135.37	View chart
United Sts Oil Units (USO)	0.1	$269k	NEW	2.5k	106.44	View chart
Janus Detroit Str Tr Henderson Mid (JMID)	0.1	$268k	-3%	8.5k	31.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$268k	+300%	2.2k	124.17	View chart
Delta Air Lines Com New (DAL)	0.1	$267k	NEW	2.8k	93.66	View chart
Linde SHS (LIN)	0.1	$267k		514.00	518.94	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$267k	NEW	134.00	1989.44	View chart
Johnson Controls Internation SHS (JCI)	0.1	$266k	-4%	1.8k	146.11	View chart
PPG Industries (PPG)	0.1	$260k	-8%	2.1k	121.30	View chart
Parker-Hannifin Corporation (PH)	0.1	$260k	-6%	266.00	978.12	View chart
Strategy Cl A New (MSTR)	0.1	$254k		2.9k	86.93	View chart
Mastercard Incorporated Cl A (MA)	0.1	$252k	-9%	490.00	513.60	View chart
New Jersey Resources Corporation (NJR)	0.1	$249k		4.5k	56.04	View chart
First Tr Exchange-traded Intl Equity Opp (FPXI)	0.1	$249k	NEW	3.0k	83.73	View chart
Fidelity Ethereum SHS (FETH)	0.1	$243k		15k	15.74	View chart
Royal Caribbean Cruises (RCL)	0.1	$240k		755.00	317.53	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$239k	-10%	2.5k	95.45	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$239k	-6%	4.5k	53.61	View chart
Palo Alto Networks (PANW)	0.1	$236k	NEW	693.00	341.02	View chart
Colgate-Palmolive Company (CL)	0.1	$232k		2.5k	91.68	View chart
Thermo Fisher Scientific (TMO)	0.1	$231k	NEW	461.00	501.32	View chart
Constellation Energy (CEG)	0.1	$230k		925.00	248.37	View chart
Sandisk Corp (SNDK)	0.1	$230k	NEW	101.00	2273.73	View chart
Intel Corporation (INTC)	0.1	$227k	NEW	1.6k	139.60	View chart
Becton, Dickinson and (BDX)	0.1	$226k	+2%	1.5k	151.32	View chart
Comcast Corp Cl A (CMCSA)	0.1	$225k	-9%	9.2k	24.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$221k		7.0k	31.71	View chart
Netflix (NFLX)	0.1	$220k	+7%	3.1k	71.40	View chart
Lockheed Martin Corporation (LMT)	0.1	$218k	-10%	428.00	509.69	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.1	$217k	-9%	4.3k	49.89	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$216k	-6%	4.1k	53.10	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$214k	NEW	523.00	409.50	View chart
Phillips 66 (PSX)	0.1	$210k	-4%	1.2k	168.98	View chart
W.W. Grainger (GWW)	0.1	$210k	NEW	154.00	1360.40	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$210k	NEW	2.1k	100.28	View chart
Abbott Laboratories (ABT)	0.1	$207k	NEW	2.3k	90.76	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$205k	NEW	1.2k	170.86	View chart
Public Service Enterprise (PEG)	0.1	$203k		2.5k	81.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$200k	-66%	5.9k	33.84	View chart
Plug Pwr Com New (PLUG)	0.1	$192k		71k	2.71	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$92k		25k	3.67	View chart
Oxford Square Ca (OXSQ)	0.0	$15k	+7%	12k	1.32	View chart

Past Filings by National Wealth Management Group

SEC 13F filings are viewable for National Wealth Management Group going back to 2023

National Wealth Management Group 2026 Q2 filed July 14, 2026
National Wealth Management Group 2026 Q1 filed May 11, 2026
National Wealth Management Group 2025 Q4 filed Jan. 12, 2026
National Wealth Management Group 2025 Q3 filed Oct. 31, 2025
National Wealth Management Group 2025 Q2 filed Sept. 25, 2025
National Wealth Management Group 2025 Q1 filed May 15, 2025
National Wealth Management Group 2024 Q4 filed Feb. 12, 2025
National Wealth Management Group 2024 Q3 filed Nov. 13, 2024
National Wealth Management Group 2024 Q2 filed Aug. 9, 2024
National Wealth Management Group 2024 Q1 filed May 17, 2024
National Wealth Management Group 2023 Q4 filed Feb. 1, 2024
National Wealth Management Group 2021 Q4 filed Nov. 17, 2023
National Wealth Management Group 2022 Q1 filed Nov. 17, 2023
National Wealth Management Group 2022 Q2 filed Nov. 17, 2023
National Wealth Management Group 2022 Q3 filed Nov. 17, 2023
National Wealth Management Group 2022 Q4 filed Nov. 17, 2023

View all past filings

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