Nadler Financial Group, Inc.
CIK: 1541787SEC EDGAR →
Portfolio Value
$448.5B
Holdings
147
As of
Q3 2026
New Positions
144
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Morningstar Mid-Cap ETF | 1,213,045 | $95.1B | 21.21% |
| 2 | Schwab U.S. Large-Cap Growth ETF | 2,063,463 | $74.1B | 16.53% |
| 3 | Vanguard Morningstar Growth ETF | 768,333 | $69.2B | 15.44% |
| 4 | Schwab Fundamental International Equity ETF | 1,158,619 | $62.3B | 13.88% |
| 5 | Vanguard FTSE Developed Markets ETF | 773,302 | $54.6B | 12.17% |
| 6 | iShares Core S&P Mid-Cap ETF | 673,796 | $48.5B | 10.81% |
| 7 | Schwab U.S. Mid-Cap ETF | 330,649 | $11.2B | 2.51% |
| 8 | iShares Gold Trust | 65,139 | $5.1B | 1.13% |
| 9 | WisdomTree U.S. LargeCap Dividend Fund | 43,286 | $4.2B | 0.94% |
| 10 | Schwab U.S. Dividend Equity ETF | 117,506 | $3.8B | 0.85% |
Quarterly Changes
Top Buys
New Positions (21)
$472.7M · 10K shares
Dimensional U.S. Core Equity 2 ETF
$449.4M · 10K shares
$268.8M · 7K shares
$264.2M · 10K shares
$254.4M · 6K shares
$250.3M · 4K shares
$249.2M · 3K shares
$227.8M · 3K shares
$203.9M · 2K shares
$34.6M · 10K shares
Space Exploration Technologies Corp
$8.9M · 59K shares
ExxonMobil Holdings Corp
$2.0M · 12K shares
$371K · 1K shares
$287K · 725 shares
$274K · 1K shares
$270K · 2K shares
$250K · 2K shares
$217K · 820 shares
$210K · 1K shares
$209K · 821 shares
$203K · 112 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $434.7B | 96.9% |
| Unknown | 13 | $7.4B | 1.7% |
| Healthcare | 12 | $1.8B | 0.4% |
| Communication Services | 6 | $1.3B | 0.3% |
| Consumer Defensive | 7 | $1.1B | 0.2% |
| Utilities | 5 | $948.6M | 0.2% |
| Technology | 19 | $698.5M | 0.2% |
| Industrials | 9 | $236.2M | 0.1% |
| Energy | 4 | $199.3M | 0.0% |
| Real Estate | 1 | $76.1M | 0.0% |
| Consumer Cyclical | 6 | $48.9M | 0.0% |