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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 TCAF, IVV, SPYM, TCHP, NVDA, and represent 18.61% of National Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: BIL, VUSB, SPYM, IDEV, IJH, SPBO, GOVT, CGGR, BILS, XMVM.
Started 18 new stock positions in XLE, HEFA, VGIT, XMVM, SCHD, CVX, RXRX, DVY, PSX, FESM. MUNI, SCHE, FRT, BINC, BILS, BUFY, JMID, GBTC.
Reduced shares in these 10 stocks: BRK.B, QQQM, META, NVDA, SLV, , AXP, CRWD, ABNB, DDOG.
Sold out of its positions in ABT, ABBV, ABNB, AXP, ADP, BX, BALI, CME, UTF, CRWD.
National Wealth Management Group was a net seller of stock by $-14M.
National Wealth Management Group has $269M in assets under management (AUM), dropping by -6.94%.
Central Index Key (CIK): 0001977723

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Portfolio Holdings for National Wealth Management Group

National Wealth Management Group holds 215 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
T Rowe Price Etf Cap Appreciation (TCAF)	4.7	$13M		355k	35.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$9.9M	-6%	15k	653.23	View chart
Spdr Series Trust State Street Spd (SPYM)	3.5	$9.3M	+57%	121k	76.54	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	3.4	$9.2M	-2%	208k	44.18	View chart
NVIDIA Corporation (NVDA)	3.4	$9.0M	-11%	52k	174.40	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	2.7	$7.3M	+2%	250k	29.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$6.7M		12k	577.17	View chart
Ishares Tr Core Msci Intl (IDEV)	2.5	$6.7M	+62%	80k	83.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.0	$5.5M	+60%	81k	67.53	View chart
Capital Group New Geography SHS (CGNG)	2.0	$5.4M	+4%	171k	31.57	View chart
Spdr Series Trust State Street Spd (BIL)	1.9	$5.2M	+256%	57k	91.64	View chart
Apple (AAPL)	1.8	$5.0M	-6%	20k	253.79	View chart
Spdr Gold Tr Gold Shs (GLD)	1.8	$5.0M	-6%	12k	430.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$4.1M	+2%	13k	320.80	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.5	$4.0M	+660%	81k	49.78	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.4	$3.9M	+8%	108k	35.90	View chart
Microsoft Corporation (MSFT)	1.4	$3.8M	-5%	10k	370.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$3.5M	+18%	5.8k	597.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.3	$3.4M	-42%	14k	237.61	View chart
Palantir Technologies Cl A (PLTR)	1.3	$3.4M	-13%	23k	146.28	View chart
Ishares Silver Tr Ishares (SLV)	1.2	$3.3M	-23%	49k	68.14	View chart
Tesla Motors (TSLA)	1.2	$3.2M	-7%	8.6k	371.75	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.2	$3.2M	+34%	79k	40.19	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.2	$3.1M		63k	49.81	View chart
Lam Research Corp Com New (LRCX)	1.1	$3.1M		14k	213.65	View chart
Vanguard World Inf Tech Etf (VGT)	1.1	$2.9M		4.1k	697.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$2.8M	-8%	9.9k	287.55	View chart
Amazon (AMZN)	1.0	$2.8M	-21%	13k	208.27	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.0	$2.7M	+2%	113k	24.27	View chart
Meta Platforms Cl A (META)	1.0	$2.7M	-42%	4.7k	572.09	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	1.0	$2.7M	-5%	23k	115.24	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.9	$2.4M	+28%	48k	50.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$2.4M	-52%	4.9k	479.19	View chart
Analog Devices (ADI)	0.7	$2.0M	-25%	6.1k	318.16	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$1.9M	+79%	85k	22.91	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$1.9M	-19%	2.9k	650.33	View chart
Western Digital (WDC)	0.7	$1.9M	-17%	7.0k	270.49	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$1.9M	+18%	28k	68.28	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$1.8M	-11%	29k	62.56	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.7	$1.8M	+45%	40k	43.59	View chart
Ge Aerospace Com New (GE)	0.6	$1.7M	-16%	6.0k	283.76	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$1.6M	+44%	36k	45.62	View chart
Global X Fds Defense Tech Etf (SHLD)	0.6	$1.6M	+24%	23k	70.84	View chart
Broadcom (AVGO)	0.6	$1.6M	-2%	5.1k	309.51	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$1.5M	+31%	29k	50.61	View chart
Spdr Series Trust State Street Spd (SPBO)	0.5	$1.4M	+148%	50k	29.03	View chart
Procter & Gamble Company (PG)	0.5	$1.4M	-2%	10k	144.43	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.5	$1.4M	-3%	12k	110.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.2M	+3%	9.5k	124.31	View chart
Amgen (AMGN)	0.4	$1.2M	-28%	3.3k	351.84	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.4	$1.2M	-12%	11k	107.30	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.4	$1.2M	+23%	21k	55.20	View chart
Applied Materials (AMAT)	0.4	$1.1M	-28%	3.3k	341.80	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.4	$1.1M	-20%	2.9k	391.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.1M	+5%	5.2k	215.06	View chart
Wal-Mart Stores (WMT)	0.4	$1.1M		8.8k	124.28	View chart
Southern Copper Corporation (SCCO)	0.4	$1.0M	-32%	6.0k	172.05	View chart
Spdr Series Trust State Street Spd (SPMD)	0.4	$1.0M	-4%	17k	59.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.0M	-14%	5.2k	196.20	View chart
Micron Technology (MU)	0.4	$993k	-21%	2.9k	337.83	View chart
JPMorgan Chase & Co. (JPM)	0.4	$986k		3.4k	294.19	View chart
Teradyne (TER)	0.4	$980k	-31%	3.3k	296.46	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.4	$971k	-6%	16k	59.03	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$955k	-4%	14k	69.75	View chart
Advanced Micro Devices (AMD)	0.4	$951k	-5%	4.7k	203.42	View chart
L3harris Technologies (LHX)	0.4	$945k	+43%	2.7k	345.18	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$944k	+2%	22k	42.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$934k	-39%	3.3k	287.14	View chart
Monolithic Power Systems (MPWR)	0.3	$912k	-37%	834.00	1093.42	View chart
Listed Fds Tr Spear Alpha Etf (SPRX)	0.3	$911k	+24%	26k	35.60	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$910k		36k	25.64	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$905k	-35%	3.6k	250.58	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$865k		28k	30.96	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$843k	+42%	17k	50.12	View chart
Cheniere Energy Com New (LNG)	0.3	$840k		3.0k	283.74	View chart
Arista Networks Com Shs (ANET)	0.3	$835k	-22%	6.8k	122.78	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.3	$817k	+13%	17k	46.91	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.3	$816k	-21%	4.9k	165.70	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$809k	+3%	2.5k	328.62	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$808k	-14%	2.2k	367.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$767k	-12%	2.7k	286.83	View chart
Spdr Series Trust State Street Spd (BILS)	0.3	$765k	NEW	7.7k	99.44	View chart
Eli Lilly & Co. (LLY)	0.3	$755k	-3%	821.00	919.89	View chart
UnitedHealth (UNH)	0.3	$747k		2.8k	270.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$736k	-23%	12k	64.08	View chart
ConocoPhillips (COP)	0.3	$722k	-13%	5.5k	132.00	View chart
Howmet Aerospace (HWM)	0.3	$721k	-36%	3.1k	230.47	View chart
Embraer Sponsored Ads (EMBJ)	0.3	$717k		12k	59.34	View chart
United Sts Gasoline Units (UGA)	0.3	$701k	-7%	6.8k	103.34	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$685k	+11%	7.5k	91.77	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$668k		17k	38.86	View chart
Principal Financial (PFG)	0.2	$662k	-35%	7.3k	90.11	View chart
Vanguard World Utilities Etf (VPU)	0.2	$636k		3.2k	198.16	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.2	$620k	NEW	9.5k	65.12	View chart
Honeywell International (HON)	0.2	$600k	-15%	2.7k	226.03	View chart
Visa Com Cl A (V)	0.2	$589k	-5%	1.9k	302.18	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$587k	-31%	23k	25.55	View chart
Enbridge (ENB)	0.2	$557k	-13%	10k	54.14	View chart
Freeport Mcmoran CL B (FCX)	0.2	$554k	-37%	9.4k	58.78	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$552k	+3%	14k	38.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$550k	+117%	2.9k	191.92	View chart
Cintas Corporation (CTAS)	0.2	$541k		3.2k	169.14	View chart
Lowe's Companies (LOW)	0.2	$537k	-11%	2.3k	236.27	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$531k	NEW	16k	32.95	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.2	$530k		15k	35.52	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.2	$516k	-17%	12k	43.74	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$515k	+62%	17k	29.49	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$514k	-37%	18k	29.13	View chart
Costco Wholesale Corporation (COST)	0.2	$511k	-3%	512.00	996.98	View chart
Walt Disney Company (DIS)	0.2	$507k	-3%	5.3k	96.38	View chart
Exxon Mobil Corporation (XOM)	0.2	$506k	-4%	3.0k	169.68	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$500k		4.7k	106.01	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.2	$497k	-3%	14k	36.67	View chart
S&p Global (SPGI)	0.2	$496k	-15%	1.2k	425.43	View chart
Altria (MO)	0.2	$490k	-9%	7.4k	65.99	View chart
Emerson Electric (EMR)	0.2	$487k	-12%	3.7k	131.01	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$479k		6.8k	70.18	View chart
Bristol Myers Squibb (BMY)	0.2	$469k	-7%	7.7k	60.65	View chart
Xylem (XYL)	0.2	$469k	+121%	3.9k	119.51	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$468k		3.3k	142.43	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$462k	+52%	1.1k	407.69	View chart
At&t (T)	0.2	$462k		16k	28.99	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$460k		1.8k	248.83	View chart
McDonald's Corporation (MCD)	0.2	$454k	-10%	1.5k	310.70	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$453k	-22%	4.1k	110.46	View chart
Amphenol Corp Cl A (APH)	0.2	$449k	-27%	3.6k	126.35	View chart
F&g Annuities & Life Common Stock (FG)	0.2	$443k		18k	25.32	View chart
Us Bancorp Com New (USB)	0.2	$443k	-41%	8.5k	52.01	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$440k	-21%	2.0k	217.25	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$432k		3.4k	128.25	View chart
Intercontinental Exchange (ICE)	0.2	$432k	-15%	2.7k	157.29	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.2	$422k	+31%	11k	39.89	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$415k		9.2k	44.87	View chart
Johnson & Johnson (JNJ)	0.2	$408k	-10%	1.7k	244.48	View chart
Blackrock (BLK)	0.2	$405k	-5%	421.00	961.71	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$404k	-43%	4.6k	87.84	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$403k	-41%	902.00	446.54	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$402k	-13%	5.5k	73.64	View chart
Nextera Energy (NEE)	0.1	$399k	-9%	4.3k	92.88	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$394k	NEW	7.5k	52.76	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$393k	+5%	2.7k	146.61	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$390k	NEW	3.7k	106.21	View chart
Adobe Systems Incorporated (ADBE)	0.1	$371k	-13%	1.5k	243.08	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$370k	-6%	6.5k	57.07	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$369k	-53%	4.0k	91.37	View chart
Strategy Cl A New (MSTR)	0.1	$367k	+11%	2.9k	124.79	View chart
Strategy Gold Enhanced Et (GOLY)	0.1	$349k	-3%	12k	29.45	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$344k		7.9k	43.66	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$335k	-9%	3.5k	95.72	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$329k	+23%	4.4k	75.45	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$329k	-3%	8.8k	37.49	View chart
Starbucks Corporation (SBUX)	0.1	$328k	-13%	3.7k	89.60	View chart
Pepsi (PEP)	0.1	$326k	-8%	2.1k	155.26	View chart
Fidelity Ethereum SHS (FETH)	0.1	$323k	-10%	15k	20.88	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$321k	+14%	3.5k	92.69	View chart
Target Corporation (TGT)	0.1	$307k	-18%	2.5k	121.21	View chart
Union Pacific Corporation (UNP)	0.1	$306k	-9%	1.3k	242.53	View chart
Medpace Hldgs (MEDP)	0.1	$304k	-6%	632.00	480.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$300k	-46%	1.1k	261.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$299k		3.3k	90.53	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$298k	+20%	6.3k	47.02	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$295k		1.3k	234.03	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$293k	-3%	7.6k	38.42	View chart
Air Products & Chemicals (APD)	0.1	$292k	-6%	1.0k	290.35	View chart
Lockheed Martin Corporation (LMT)	0.1	$290k	-2%	479.00	604.86	View chart
Comcast Corp Cl A (CMCSA)	0.1	$289k	-9%	10k	28.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$278k	-42%	636.00	436.79	View chart
Netflix (NFLX)	0.1	$276k	-19%	2.9k	96.15	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$276k		3.0k	92.74	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$273k	+2%	5.6k	48.32	View chart
Mastercard Incorporated Cl A (MA)	0.1	$270k		540.00	499.66	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$267k	NEW	6.3k	42.49	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$265k	NEW	4.3k	61.26	View chart
FactSet Research Systems (FDS)	0.1	$262k	-13%	1.2k	216.99	View chart
Linde SHS (LIN)	0.1	$259k	-2%	523.00	495.76	View chart
Constellation Energy (CEG)	0.1	$259k		928.00	279.25	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$258k	NEW	5.0k	51.93	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$258k	NEW	6.8k	38.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$255k	+9%	3.3k	77.11	View chart
Parker-Hannifin Corporation (PH)	0.1	$255k	-18%	285.00	895.24	View chart
Cisco Systems (CSCO)	0.1	$254k	-36%	3.3k	77.60	View chart
PPG Industries (PPG)	0.1	$250k	-14%	2.3k	106.89	View chart
Johnson Controls Internation SHS (JCI)	0.1	$250k		1.9k	130.95	View chart
New Jersey Resources Corporation (NJR)	0.1	$249k	-12%	4.5k	54.92	View chart
Janus Detroit Str Tr Henderson Mid (JMID)	0.1	$246k	NEW	8.7k	28.15	View chart
Intuit (INTU)	0.1	$244k	+3%	565.00	432.38	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$243k	+7%	2.8k	86.65	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$243k	-2%	7.5k	32.43	View chart
Chevron Corporation (CVX)	0.1	$239k	NEW	1.2k	206.96	View chart
3M Company (MMM)	0.1	$239k		1.6k	145.23	View chart
Ge Vernova (GEV)	0.1	$238k	-13%	273.00	873.13	View chart
Verizon Communications (VZ)	0.1	$237k	-33%	4.7k	50.20	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$236k	-44%	1.9k	125.93	View chart
Phillips 66 (PSX)	0.1	$236k	NEW	1.3k	182.11	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$234k	-3%	4.7k	49.37	View chart
Broadridge Financial Solutions (BR)	0.1	$233k	-3%	1.4k	162.48	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$233k	-39%	688.00	337.95	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$231k	NEW	4.4k	52.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$229k	-6%	538.00	426.40	View chart
Becton, Dickinson and (BDX)	0.1	$229k	-9%	1.5k	157.28	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$228k	-16%	1.9k	118.62	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$227k	-29%	4.8k	47.37	View chart
Colgate-Palmolive Company (CL)	0.1	$220k	-13%	2.6k	85.23	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$217k	NEW	3.7k	59.55	View chart
Nike CL B (NKE)	0.1	$215k	-7%	4.1k	52.82	View chart
Royal Caribbean Cruises (RCL)	0.1	$212k		769.00	275.33	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$212k	NEW	6.9k	30.68	View chart
Qualcomm (QCOM)	0.1	$211k	-14%	1.6k	128.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.1	$206k	NEW	9.2k	22.38	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$204k	NEW	1.4k	151.41	View chart
Public Service Enterprise (PEG)	0.1	$203k		2.5k	80.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$202k	-15%	6.0k	33.77	View chart
Plug Pwr Com New (PLUG)	0.1	$160k		71k	2.26	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$77k	NEW	25k	3.07	View chart
Oxford Square Ca (OXSQ)	0.0	$19k	+5%	11k	1.77	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 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
National Wealth Management Group 2023 Q3 filed Nov. 13, 2023

View all past filings

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