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National Wealth Management Group, LLC

All holdings · as of Dec 31, 2025

244 positions

CompanyClassValueShares% of portfolio
T ROWE PRICE ETF INC$13.43M351,4214.7%
ISHARES TR$11.02M16,0833.8%
NVIDIA Corp$10.85M58,1643.8%
T ROWE PRICE ETF INC$10.63M213,2603.7%
INVESCO QQQ TR$7.21M11,7412.5%
CAPITAL GROUP EQUITY ETF TR$7.05M244,4622.4%
INVESCO EXCH TRADED FD TR II$6.29M24,8872.2%
SPDR SERIES TRUST$6.19M77,1602.1%
Apple Inc.$5.66M20,8342.0%
Meta Platforms Inc$5.45M8,2601.9%
MICROSOFT CORP$5.32M11,0041.8%
Warren E. Buffett$5.23M10,4051.8%
CAPITAL GROUP NEW GEOGRAPHY$5.23M163,7891.8%
SPDR GOLD TR$4.88M12,3221.7%
Palantir Technologies Inc$4.79M26,9551.7%
VANGUARD INDEX FDS$4.20M12,5401.5%
Tesla Inc$4.18M9,2881.4%
ISHARES SILVER TR$4.13M64,0481.4%
iShares MSCI UAE ETF$4.05M49,0931.4%
Amazon.com Inc$3.88M16,8001.3%
CAPITAL GROUP DIVIDEND GROWE$3.54M99,4281.2%
Alphabet Inc.$3.40M10,8691.2%
ISHARES TR$3.35M50,7581.2%
VANGUARD WORLD FD$3.14M4,1591.1%
FIRST TR EXCHANGE-TRADED FD$3.12M62,3151.1%
VANGUARD INDEX FDS$3.07M4,9001.1%
INVESCO EXCHANGE TRADED FD T$2.89M24,4751.0%
SCHWAB STRATEGIC TR$2.68M109,9340.9%
CAPITAL GROUP GROWTH ETF$2.59M58,2580.9%
LAM RESEARCH CORP$2.49M14,5450.9%
SPDR S&P 500 ETF TR$2.48M3,6360.9%
ANALOG DEVICES INC$2.25M8,2820.8%
GENERAL ELECTRIC CO$2.21M7,1690.8%
PACER FDS TR$1.96M32,6200.7%
WISDOMTREE TR$1.89M37,6240.7%
Broadcom Inc.$1.81M5,2420.6%
FIRST TR EXCHANGE TRADED FD$1.62M23,3010.6%
VANGUARD INDEX FDS$1.57M5,3960.5%
AMGEN INC$1.53M4,6690.5%
PROCTER & GAMBLE Co$1.46M10,2120.5%
Western Digital Corp$1.46M8,4870.5%
SPDR SERIES TRUST$1.45M15,8770.5%
ISHARES TR$1.41M12,7890.5%
ETF SER SOLUTIONS$1.38M12,5650.5%
FIDELITY WISE ORIGIN BITCOIN$1.34M17,6340.5%
SOUTHERN COPPER CORPSCCOCommon Stock$1.28M8,9270.4%
FIRST TR EXCHNG TRADED FD VI$1.22M27,6370.4%
Monolithic Power Systems Inc$1.21M1,3360.4%
APPLIED MATERIALS INC /DE$1.18M4,6030.4%
GLOBAL X FDS$1.17M18,1280.4%
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