Nadler Financial Group, Inc. 13F Holdings · Q2 2026
Nadler Financial Group, Inc. reported 149 securities worth $1.18B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTV (9.60%), VO (8.28%), VTI (7.17%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | $113.2M | 9.60% | 519,516 | Added |
| 2 | VO | Vanguard Mid-Cap ETF | $97.7M | 8.28% | 1.2M | Added |
| 3 | VTI | Vanguard Total Stock Market ETF | $84.5M | 7.17% | 228,450 | Trimmed |
| 4 | SCHG | Schwab U.S. Large-Cap Growth ETF | $68.4M | 5.80% | 2.0M | Added |
| 5 | VOO | Vanguard S&P 500 ETF | $68.4M | 5.80% | 99,569 | Trimmed |
| 6 | VUG | Vanguard Growth ETF | $67.5M | 5.72% | 783,592 | Added |
| 7 | VONG | Vanguard Russell 1000 Growth ETF | $67.2M | 5.69% | 525,540 | Added |
| 8 | FNDF | Schwab Fundamental International Equity ETF | $61.7M | 5.23% | 1.2M | Added |
| 9 | VEA | Vanguard FTSE Developed Markets ETF | $55.5M | 4.70% | 778,567 | Added |
| 10 | IWF | iShares Russell 1000 Growth ETF | $53.4M | 4.53% | 430,029 | Added |
| 11 | IJH | iShares Core S&P Mid-Cap ETF | $52.6M | 4.46% | 682,723 | Trimmed |
| 12 | IUSV | iShares Core S&P U.S. Value ETF | $48.9M | 4.14% | 443,540 | Trimmed |
| 13 | IVV | iShares Core S&P 500 ETF | $34.7M | 2.94% | 46,348 | Added |
| 14 | VLU | State Street SPDR S&P 1500 Value Tilt ETF | $31.4M | 2.66% | 131,660 | Added |
| 15 | IWD | iShares Russell 1000 Value ETF | $29.0M | 2.46% | 119,675 | Trimmed |
| 16 | AAPL | Apple Inc | $28.7M | 2.43% | 99,197 | Trimmed |
| 17 | SPY | State Street SPDR S&P 500 ETF Trust | $18.5M | 1.57% | 24,737 | Trimmed |
| 18 | SCHM | Schwab U.S. Mid-Cap ETF | $12.3M | 1.04% | 333,864 | Added |
| 19 | NVDA | NVIDIA Corp | $12.1M | 1.03% | 60,478 | Added |
| 20 | MSFT | Microsoft Corp | $10.5M | 0.89% | 28,041 | Trimmed |
| 21 | GOOG | Alphabet Inc | $9.7M | 0.82% | 27,377 | Trimmed |
| 22 | QQQ | Invesco QQQ Trust | $8.5M | 0.72% | 11,520 | Trimmed |
| 23 | AMZN | Amazon.com Inc | $8.2M | 0.70% | 34,402 | Trimmed |
| 24 | IWR | iShares Russell Mid-Cap ETF | $7.9M | 0.67% | 71,732 | Added |
| 25 | BRKB | Berkshire Hathaway Inc | $7.8M | 0.66% | 15,508 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR