Nadler Financial Group, Inc.
CIK: 1541787SEC EDGAR →
Portfolio Value
$258.9B
Holdings
135
As of
Q1 2026
New Positions
135
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Schwab U.S. Large-Cap Growth ETF | 1,963,406 | $57.2B | 22.09% |
| 2 | Schwab Fundamental International Equity ETF | 1,140,191 | $55.8B | 21.55% |
| 3 | Vanguard FTSE Developed Markets ETF | 747,961 | $47.9B | 18.51% |
| 4 | iShares Core S&P Mid-Cap ETF | 686,849 | $46.4B | 17.91% |
| 5 | Schwab U.S. Mid-Cap ETF | 333,762 | $10.3B | 3.99% |
| 6 | iShares Russell Mid-Cap ETF | 69,782 | $6.8B | 2.62% |
| 7 | iShares Gold Trust | 72,524 | $6.4B | 2.47% |
| 8 | WisdomTree U.S. LargeCap Dividend Fund | 43,432 | $3.9B | 1.50% |
| 9 | Schwab U.S. Dividend Equity ETF | 125,643 | $3.9B | 1.49% |
| 10 | Schwab U.S. Large-Cap Value ETF | 96,660 | $2.9B | 1.14% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $241.9B | 93.4% |
| Unknown | 10 | $8.7B | 3.4% |
| Communication Services | 6 | $3.0B | 1.1% |
| Technology | 16 | $2.0B | 0.8% |
| Healthcare | 11 | $1.2B | 0.5% |
| Utilities | 5 | $1.1B | 0.4% |
| Consumer Defensive | 7 | $695.5M | 0.3% |
| Energy | 4 | $214.8M | 0.1% |
| Industrials | 9 | $208.8M | 0.1% |
| Consumer Cyclical | 6 | $14.4M | 0.0% |