EdgeMarket › What Nadler Financial Group, Inc. reported owning
What Nadler Financial Group, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.0BPositions
135Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTV Vanguard Morningstar Value ETF | 100.3M | 9.7% | 511.3K | 226.40 | +24.6% |
| VO Vanguard Morningstar Mid-Cap ETF | 86.1M | 8.3% | 300.0K | 82.97 | +15.9% |
| VTI Vanguard Morningstar Total Stock Market ETF | 73.6M | 7.1% | 229.4K | 378.24 | +20.5% |
| VOO Vanguard S&P 500 ETF | 59.6M | 5.7% | 99.7K | 703.71 | +20.0% |
| VUG Vanguard Morningstar Growth ETF | 58.5M | 5.6% | 134.0K | 87.50 | +15.9% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 57.2M | 5.5% | 2.0M | 35.32 | +17.3% |
| VONG Vanguard Russell 1000 Growth ETF | 57.2M | 5.5% | 521.4K | 125.99 | +11.3% |
| FNDF Schwab Fundamental International Equity ETF | 55.8M | 5.4% | 1.1M | 55.84 | +32.1% |
| VEA Vanguard FTSE Developed Markets ETF | 47.9M | 4.6% | 748.0K | 73.42 | +24.7% |
| IJH iShares Core S&P Mid-Cap ETF | 46.4M | 4.5% | 686.8K | 76.77 | +20.8% |
| IUSV iShares Core S&P U.S. Value ETF | 46.4M | 4.5% | 453.4K | 114.89 | +17.6% |
| IWF iShares Russell 1000 Growth Fund | 46.4M | 4.5% | 108.7K | 122.39 | +11.2% |
| IVV iShares Core S&P 500 ETF | 29.2M | 2.8% | 44.7K | 769.31 | +20.0% |
| VLU State Street SPDR S&P 1500 Value Tilt ETF | 26.3M | 2.5% | 122.3K | 248.02 | +25.2% |
| AAPL Apple Inc. | 25.7M | 2.5% | 101.3K | 309.35 | +36.9% |
| IWD iShares Russell 1000 Value ETF | 25.6M | 2.5% | 120.0K | 257.29 | +29.2% |
| SPY SPDR S&P 500 ETF TRUST | 16.4M | 1.6% | 25.2K | 765.72 | +20.0% |
| MSFT MICROSOFT CORP | 10.5M | 1.0% | 28.5K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 10.3M | 1.0% | 59.3K | 214.72 | +22.4% |
| SCHM Schwab U.S. Mid Cap ETF | 10.3M | 1.0% | 333.8K | 36.16 | +25.4% |
| GOOG Alphabet Inc. | 8.0M | 0.8% | 27.8K | 341.75 | +70.7% |
| AMZN AMAZON COM INC | 7.2M | 0.7% | 34.7K | 258.63 | +15.6% |
| unmapped CUSIP 084670702 | 7.0M | 0.7% | 14.6K | — | — |
| IWR iShares Russell Mid-Cap ETF | 6.8M | 0.7% | 69.8K | 113.44 | +20.4% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 6.7M | 0.6% | 11.6K | 713.44 | +26.1% |
| COF CAPITAL ONE FINANCIAL CORP | 6.6M | 0.6% | 36.0K | 217.91 | +1.5% |
| IAU ISHARES GOLD TRUST | 6.4M | 0.6% | 72.5K | 86.79 | +37.5% |
| DLN WisdomTree U.S. LargeCap Dividend Fund | 3.9M | 0.4% | 43.4K | 100.73 | +18.5% |
| VONE Vanguard Russell 1000 ETF | 3.9M | 0.4% | 13.1K | 347.10 | +19.8% |
| SCHD Schwab US Dividend Equity ETF | 3.9M | 0.4% | 125.6K | 35.11 | +27.6% |
| TSLA Tesla, Inc. | 3.7M | 0.4% | 10.0K | 362.86 | +12.0% |
| GLD SPDR GOLD TRUST | 3.7M | 0.4% | 8.5K | 423.36 | +37.3% |
| COST COSTCO WHOLESALE CORP /NEW | 3.5M | 0.3% | 3.5K | 947.74 | -4.7% |
| VB Vanguard Morningstar Small-Cap ETF | 3.2M | 0.3% | 12.1K | 304.76 | +24.4% |
| SCHV Schwab U.S. Large-Cap Value ETF | 2.9M | 0.3% | 96.7K | 34.94 | +22.7% |
| unmapped CUSIP 084670108 | 2.9M | 0.3% | 4 | — | — |
| META Meta Platforms, Inc. | 2.6M | 0.2% | 4.5K | 549.90 | -26.5% |
| ORCL ORACLE CORP | 2.3M | 0.2% | 15.9K | 146.47 | -37.7% |
| IWB iShares Russell 1000 ETF | 2.3M | 0.2% | 6.4K | 419.69 | +19.8% |
| MCD MCDONALDS CORP | 2.1M | 0.2% | 6.9K | 270.95 | -13.5% |
| PEP PEPSICO INC | 2.1M | 0.2% | 13.7K | 143.48 | -4.8% |
| XOM ExxonMobil Holdings Corp | 2.0M | 0.2% | 12.0K | 165.11 | +52.1% |
| GOOGL Alphabet Inc. | 1.9M | 0.2% | 6.7K | 344.82 | +73.0% |
| IWP iShares Russell Midcap Growth ETF | 1.8M | 0.2% | 14.4K | 143.66 | +2.9% |
| JPM JPMORGAN CHASE & CO | 1.7M | 0.2% | 5.7K | 351.58 | +20.3% |
| ABBV AbbVie Inc. | 1.6M | 0.2% | 7.5K | 264.96 | +26.7% |
| LLY ELI LILLY & Co | 1.6M | 0.2% | 1.7K | 1,255.40 | +78.0% |
| VIG Vanguard Div Appreciation ETF | 1.6M | 0.2% | 7.3K | 243.91 | +16.2% |
| JNJ JOHNSON & JOHNSON | 1.5M | 0.1% | 6.1K | 270.24 | +51.1% |
| QQQM Invesco NASDAQ 100 ETF | 1.5M | 0.1% | 6.2K | 293.76 | +26.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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