National Wealth Management Group, LLC Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$288.5B
Holdings
244
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (244 positions)
| Stock | Value |
|---|---|
TCAFT ROWE PRICE ETF INC | $13.4M |
IVVISHARES TR | $11.0M |
NVDANVIDIA CORPORATION | $10.8M |
TMEDT ROWE PRICE ETF INC | $10.6M |
NDQINVESCO QQQ TR | $7.2M |
CGMMCAPITAL GROUP EQUITY ETF TR | $7.0M |
QQQMINVESCO EXCH TRADED FD TR II | $6.3M |
SPYMSPDR SERIES TRUST | $6.2M |
AAPLAPPLE INC | $5.7M |
METAMETA PLATFORMS INC | $5.5M |
MSFTMICROSOFT CORP | $5.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.2M |
CGNGCAPITAL GROUP NEW GEOGRAPHY | $5.2M |
GQ9SPDR GOLD TR | $4.9M |
PLTRPALANTIR TECHNOLOGIES INC | $4.8M |
VTIVANGUARD INDEX FDS | $4.2M |
TSLATESLA INC | $4.2M |
SLVISHARES SILVER TR | $4.1M |
IDEVISHARES TR | $4.0M |
AMZNAMAZON COM INC | $3.9M |
CGDGCAPITAL GROUP DIVIDEND GROWE | $3.5M |
GOOGLALPHABET INC | $3.4M |
IJHISHARES TR | $3.4M |
VGTVANGUARD WORLD FD | $3.1M |
LMBSFIRST TR EXCHANGE-TRADED FD | $3.1M |
VOOVANGUARD INDEX FDS | $3.1M |
EQWLINVESCO EXCHANGE TRADED FD T | $2.9M |
SCHOSCHWAB STRATEGIC TR | $2.7M |
CGGRCAPITAL GROUP GROWTH ETF | $2.6M |
LRCXLAM RESEARCH CORP | $2.5M |
SPYSPDR S&P 500 ETF TR | $2.5M |
ADIANALOG DEVICES INC | $2.2M |
GEGE AEROSPACE | $2.2M |
COWZPACER FDS TR | $2.0M |
USFRWISDOMTREE TR | $1.9M |
AVGOBROADCOM INC | $1.8M |
RDVYFIRST TR EXCHANGE TRADED FD | $1.6M |
VOVANGUARD INDEX FDS | $1.6M |
AMGNAMGEN INC | $1.5M |
PGPROCTER AND GAMBLE CO | $1.5M |
WDCWESTERN DIGITAL CORP | $1.5M |
BILSPDR SERIES TRUST | $1.4M |
SHVISHARES TR | $1.4M |
QTUMETF SER SOLUTIONS | $1.4M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $1.3M |
SCCOSOUTHERN COPPER CORP | $1.3M |
FIXDFIRST TR EXCHNG TRADED FD VI | $1.2M |
MPWRMONOLITHIC PWR SYS INC | $1.2M |
AMATAPPLIED MATLS INC | $1.2M |
SHLDGLOBAL X FDS | $1.2M |
VTVVANGUARD INDEX FDS | $1.2M |
FBNDFIDELITY MERRIMACK STR TR | $1.1M |
ANETARISTA NETWORKS INC | $1.1M |
JPSTJ P MORGAN EXCHANGE TRADED F | $1.1M |
IJRISHARES TR | $1.1M |
JPMJPMORGAN CHASE & CO. | $1.1M |
AQLTISHARES TR | $1.1M |
VIGVANGUARD SPECIALIZED FUNDS | $1.1M |
MUMICRON TECHNOLOGY INC | $1.1M |
MGKVANGUARD WORLD FD | $1.1M |
SPMDSPDR SERIES TRUST | $1.1M |
AMDADVANCED MICRO DEVICES INC | $1.1M |
HWMHOWMET AEROSPACE INC | $1.0M |
PG4PRINCIPAL FINANCIAL GROUP IN | $998K |
ORCLORACLE CORP | $993K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $990K |
USXFISHARES TR | $984K |
WMTWALMART INC | $980K |
PPAINVESCO EXCHANGE TRADED FD T | $979K |
IEMGISHARES INC | $965K |
GOOGALPHABET INC | $960K |
SCHXSCHWAB STRATEGIC TR | $955K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $948K |
VEAVANGUARD TAX-MANAGED FDS | $941K |
TERTERADYNE INC | $928K |
SCHGSCHWAB STRATEGIC TR | $917K |
UNHUNITEDHEALTH GROUP INC | $913K |
LLYELI LILLY & CO | $910K |
VRTVERTIV HOLDINGS CO | $909K |
RDVIFIRST TR EXCHANGE-TRADED FD | $876K |
AXPAMERICAN EXPRESS CO | $856K |
SCHMSCHWAB STRATEGIC TR | $851K |
CRWDCROWDSTRIKE HLDGS INC | $799K |
ABNBAIRBNB INC | $796K |
SPRXLISTED FDS TR | $791K |
USBUS BANCORP DEL | $779K |
EMBJEMBRAER S.A. | $777K |
DDOGDATADOG INC | $776K |
FCXFREEPORT-MCMORAN INC | $763K |
IQVIQVIA HLDGS INC | $754K |
EFAVISHARES TR | $744K |
DGRWWISDOMTREE TR | $729K |
VVISA INC | $725K |
SPGIS&P GLOBAL INC | $721K |
SPEMSPDR INDEX SHS FDS | $720K |
SOXXISHARES TR | $713K |
EWEDWARDS LIFESCIENCES CORP | $700K |
VRTXVERTEX PHARMACEUTICALS INC | $693K |
IBITISHARES BITCOIN TRUST ETF | $686K |
DFACDIMENSIONAL ETF TRUST | $679K |
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