Institutions / National Wealth Management Group, LLC
National Wealth Management Group, LLC
CIK 1977723 · Institution · as of Dec 31, 2025
Portfolio value
$288.52M
Positions
244
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 244 →
| Company | Value | % of portfolio |
|---|---|---|
| T Rowe Price ETF Inc | $13.43M | 4.7% |
| iShares Tr | $11.02M | 3.8% |
| NVIDIA Corp | $10.85M | 3.8% |
| T Rowe Price ETF Inc | $10.63M | 3.7% |
| Invesco Qqq Tr | $7.21M | 2.5% |
| Capital Group Equity ETF Tr | $7.05M | 2.4% |
| Invesco Exch Traded Fd Tr II | $6.29M | 2.2% |
| SPDR Series Trust | $6.19M | 2.1% |
| Apple Inc. | $5.66M | 2.0% |
| Meta Platforms Inc | $5.45M | 1.9% |
| Microsoft Corp | $5.32M | 1.8% |
| Warren E. Buffett | $5.23M | 1.8% |
| Capital Group New Geography | $5.23M | 1.8% |
| SPDR Gold Tr | $4.88M | 1.7% |
| Palantir Technologies Inc | $4.79M | 1.7% |
| Vanguard Index Fds | $4.20M | 1.5% |
| Tesla Inc | $4.18M | 1.4% |
| iShares Silver Tr | $4.13M | 1.4% |
| iShares MSCI UAE ETF | $4.05M | 1.4% |
| Amazon.com Inc | $3.88M | 1.3% |
| Capital Group Dividend Growe | $3.54M | 1.2% |
| Alphabet Inc. | $3.40M | 1.2% |
| iShares Tr | $3.35M | 1.2% |
| Vanguard World Fd | $3.14M | 1.1% |
| First Tr Exchange-Traded Fd | $3.12M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.