National Wealth Management Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $1.15M | 0.4% |
| FIDELITY MERRIMACK STR TR | $1.15M | 0.4% |
| Arista Networks, Inc.ANET | $1.15M | 0.4% |
| J P MORGAN EXCHANGE TRADED F | $1.12M | 0.4% |
| ISHARES TR | $1.11M | 0.4% |
| JPMORGAN CHASE & CO | $1.09M | 0.4% |
| iShares MSCI UAE ETF | $1.09M | 0.4% |
| VANGUARD SPECIALIZED FUNDS | $1.08M | 0.4% |
| MICRON TECHNOLOGY INC | $1.06M | 0.4% |
| VANGUARD WORLD FD | $1.06M | 0.4% |
| SPDR SERIES TRUST | $1.06M | 0.4% |
| ADVANCED MICRO DEVICES INC | $1.06M | 0.4% |
| Howmet Aerospace Inc. | $1.01M | 0.4% |
| Principal Financial Group Inc | $998.3K | 0.3% |
| ORACLE CORP | $993.4K | 0.3% |
| Seagate Technology Holdings PLC | $990.3K | 0.3% |
| ISHARES TR | $984.6K | 0.3% |
| Walmart Inc. | $980.5K | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $979.1K | 0.3% |
| ISHARES INC | $965.4K | 0.3% |
| Alphabet Inc. | $960.7K | 0.3% |
| SCHWAB STRATEGIC TR | $955.4K | 0.3% |
| CAPITAL GROUP DIVIDEND VALUE | $948.9K | 0.3% |
| VANGUARD TAX-MANAGED FDS | $941.1K | 0.3% |
| TERADYNE, INC | $928.9K | 0.3% |
| SCHWAB STRATEGIC TR | $917.7K | 0.3% |
| UNITEDHEALTH GROUP INC | $913.2K | 0.3% |
| ELI LILLY & Co | $910.2K | 0.3% |
| Vertiv Holdings Co | $909.5K | 0.3% |
| First Trust Exchange-Traded Fund IV | $876.0K | 0.3% |
| AMERICAN EXPRESS CO | $856.4K | 0.3% |
| SCHWAB STRATEGIC TR | $851.5K | 0.3% |
| CrowdStrike Holdings, Inc. | $799.7K | 0.3% |
| Airbnb, Inc. | $796.1K | 0.3% |
| LISTED FDS TR | $791.2K | 0.3% |
| US BANCORP \DE | $779.3K | 0.3% |
| EMBRAER S.A.EMBJ | $777.0K | 0.3% |
| Datadog, Inc. | $776.9K | 0.3% |
| FREEPORT-MCMORAN INC | $763.3K | 0.3% |
| IQVIA HOLDINGS INC. | $754.9K | 0.3% |
| ISHARES TR | $744.3K | 0.3% |
| WISDOMTREE TR | $729.6K | 0.3% |
| Visa Inc | $725.8K | 0.3% |
| S&P Global Inc. | $721.3K | 0.2% |
| SPDR INDEX SHS FDS | $720.7K | 0.2% |
| ISHARES TR | $713.9K | 0.2% |
| Edwards Lifesciences Corp | $700.7K | 0.2% |
| VERTEX PHARMACEUTICALS INC / MA | $693.2K | 0.2% |
| ISHARES BITCOIN TRUST ETF | $686.3K | 0.2% |
| DIMENSIONAL ETF TRUST | $679.9K | 0.2% |