Nadler Financial Group, Inc. Top Holdings and 13F Report (2026)

About Nadler Financial Group, Inc.

Investment Activity

Nadler Financial Group, Inc. has $1.04 billion in total holdings as of March 31, 2026.
Nadler Financial Group, Inc. owns shares of 135 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 4.89% of the portfolio was purchased this quarter.
About 5.14% of the portfolio was sold this quarter.
This quarter, Nadler Financial Group, Inc. has purchased 142 new stocks and bought additional shares in 32 stocks.
Nadler Financial Group, Inc. sold shares of 64 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Vanguard Value ETF: $100,314,454
Vanguard Mid-Cap ETF: $86,139,968
Vanguard Total Stock Market ETF: $73,586,850
Vanguard S&P 500 ETF: $59,590,816
Vanguard Growth ETF: $58,509,605

Largest New Holdings this Quarter

78464A128 - SPDR S&P 1500 Value Tilt ETF: $26,285,164 Holding
78464A847 - SPDR Portfolio S&P 400 Mid Cap ETF: $1,296,918 Holding
25434V708 - Dimensional U.S. Core Equity 2 ETF: $392,913 Holding
464287150 - iShares Core S&P Total U.S. Stock Market ETF: $337,844 Holding
025537101 - American Electric Power: $286,541 Holding

Largest Purchases this Quarter

SPDR S&P 1500 Value Tilt ETF: 122,270 shares (about $26.29M)
Vanguard Mid-Cap ETF: 12,393 shares (about $3.56M)
Schwab Fundamental International Equity ETF: 72,051 shares (about $3.53M)
Vanguard FTSE Developed Markets ETF: 48,896 shares (about $3.13M)
iShares Core S&P 500 ETF: 2,733 shares (about $1.79M)

Largest Sales this Quarter

Schwab US Dividend Equity ETF: 735,259 shares (about $22.56M)
iShares Russell 1000 Value ETF: 18,283 shares (about $3.91M)
Vanguard Growth ETF: 8,831 shares (about $3.86M)
Berkshire Hathaway: 3,040 shares (about $1.46M)
Schwab U.S. Large-Cap Value ETF: 45,059 shares (about $1.37M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTV Vanguard Value ETF	$100,314,454	$1,785,027 ▲	1.8%	511,287	9.7%	ETF
VO Vanguard Mid-Cap ETF	$86,139,968	$3,559,023 ▲	4.3%	299,951	8.3%	ETF
VTI Vanguard Total Stock Market ETF	$73,586,850	$659,907 ▼	-0.9%	229,378	7.1%	ETF
VOO Vanguard S&P 500 ETF	$59,590,816	$1,366,003 ▼	-2.2%	99,725	5.7%	ETF
VUG Vanguard Growth ETF	$58,509,605	$3,857,282 ▼	-6.2%	133,954	5.6%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$57,194,016	$1,043,699 ▲	1.9%	1,963,406	5.5%	ETF
VONG Vanguard Russell 1000 Growth ETF	$57,193,609	$927,759 ▼	-1.6%	521,411	5.5%	ETF
FNDF Schwab Fundamental International Equity ETF	$55,789,539	$3,525,455 ▲	6.7%	1,140,191	5.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$47,929,349	$3,133,256 ▲	7.0%	747,961	4.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$46,382,945	$1,554,879 ▲	3.5%	686,849	4.5%	ETF
IUSV iShares Core S&P U.S. Value ETF	$46,362,822	$501,945 ▼	-1.1%	453,426	4.5%	Manufacturing
IWF iShares Russell 1000 Growth ETF	$46,352,181	$1,247,645 ▼	-2.6%	108,706	4.5%	ETF
IVV iShares Core S&P 500 ETF	$29,223,076	$1,785,209 ▲	6.5%	44,738	2.8%	ETF
VLU SPDR S&P 1500 Value Tilt ETF	$26,285,164	$26,285,164 ▲	New Holding	122,270	2.5%	ETF
AAPL Apple	$25,698,316	$946,892 ▼	-3.6%	101,258	2.5%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$25,649,810	$3,906,530 ▼	-13.2%	120,044	2.5%	ETF
SPY SPDR S&P 500 ETF Trust	$16,383,368	$1,091,921 ▲	7.1%	25,192	1.6%	Finance
MSFT Microsoft	$10,538,289	$1,073,855 ▼	-9.2%	28,469	1.0%	Computer and Technology
NVDA NVIDIA	$10,346,992	$1,335,731 ▼	-11.4%	59,329	1.0%	Computer and Technology
SCHM Schwab U.S. Mid-Cap ETF	$10,333,272	$772,762 ▼	-7.0%	333,762	1.0%	ETF
GOOG Alphabet	$7,972,413	$432,872 ▼	-5.1%	27,792	0.8%	Computer and Technology
AMZN Amazon.com	$7,226,344	$208,478 ▼	-2.8%	34,697	0.7%	Retail/Wholesale
BRK.B Berkshire Hathaway	$7,017,884	$1,456,768 ▼	-17.2%	14,645	0.7%	Finance
IWR iShares Russell Mid-Cap ETF	$6,784,893	$224,115 ▼	-3.2%	69,782	0.7%	ETF
QQQ Invesco QQQ	$6,705,715	$829,990 ▼	-11.0%	11,618	0.6%	Finance
COF Capital One Financial	$6,563,649	$109,458 ▼	-1.6%	35,979	0.6%	Finance
IAU iShares Gold Trust	$6,393,716	$435,070 ▲	7.3%	72,524	0.6%	Finance
DLN WisdomTree U.S. LargeCap Dividend Fund	$3,879,769	$271,652 ▼	-6.5%	43,432	0.4%	Finance
VONE Vanguard Russell 1000 ETF	$3,864,596	$257,640 ▼	-6.3%	13,095	0.4%	ETF
SCHD Schwab US Dividend Equity ETF	$3,854,724	$22,557,727 ▼	-85.4%	125,643	0.4%	ETF
TSLA Tesla	$3,729,024	$4,089 ▼	-0.1%	10,031	0.4%	Auto/Tires/Trucks
GLD SPDR Gold Shares	$3,656,604	$13,769 ▼	-0.4%	8,498	0.4%	Finance
COST Costco Wholesale	$3,484,183	$70,740 ▼	-2.0%	3,497	0.3%	Retail/Wholesale
VB Vanguard Small-Cap ETF	$3,171,780	$933,724 ▼	-22.7%	12,110	0.3%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$2,948,130	$1,374,300 ▼	-31.8%	96,660	0.3%	ETF
BRK.A Berkshire Hathaway	$2,872,560		0.0%	4	0.3%	Finance
META Meta Platforms	$2,588,806	$62,932 ▼	-2.4%	4,525	0.2%	Computer and Technology
ORCL Oracle	$2,337,842	$70,759 ▼	-2.9%	15,892	0.2%	Computer and Technology
IWB iShares Russell 1000 ETF	$2,294,820	$133,353 ▼	-5.5%	6,436	0.2%	ETF
MCD McDonald's	$2,148,332	$2,176 ▲	0.1%	6,912	0.2%	Retail/Wholesale
PEP PepsiCo	$2,125,760	$1,562,835 ▲	277.6%	13,689	0.2%	Consumer Staples
XOM ExxonMobil	$2,040,711	$610,958 ▲	42.7%	12,028	0.2%	Energy
GOOGL Alphabet	$1,918,422	$21,568 ▼	-1.1%	6,671	0.2%	Computer and Technology
IWP iShares Russell Mid-Cap Growth ETF	$1,846,710	$380,642 ▼	-17.1%	14,414	0.2%	ETF
JPM JPMorgan Chase & Co.	$1,684,663	$101,486 ▼	-5.7%	5,727	0.2%	Finance
ABBV AbbVie	$1,638,017	$194,883 ▼	-10.6%	7,531	0.2%	Medical
LLY Eli Lilly and Company	$1,592,122	$621,765 ▼	-28.1%	1,731	0.2%	Medical
VIG Vanguard Dividend Appreciation ETF	$1,576,175	$73,120 ▼	-4.4%	7,329	0.2%	ETF
JNJ Johnson & Johnson	$1,492,603	$244 ▲	0.0%	6,106	0.1%	Medical
QQQM Invesco NASDAQ 100 ETF	$1,463,264	$275,639 ▼	-15.9%	6,158	0.1%	ETF
VONV Vanguard Russell 1000 Value ETF	$1,442,190	$937 ▲	0.1%	15,385	0.1%	ETF
NFLX Netflix	$1,342,542	$41,633 ▲	3.2%	13,963	0.1%	Consumer Discretionary
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$1,296,918	$1,296,918 ▲	New Holding	21,900	0.1%	ETF
XLK Technology Select Sector SPDR Fund	$1,235,571	$3,987 ▲	0.3%	9,297	0.1%	ETF
CAT Caterpillar	$1,186,671	$35,423 ▲	3.1%	1,675	0.1%	Industrials
T AT&T	$1,127,786	$17,829 ▼	-1.6%	38,903	0.1%	Computer and Technology
Sprott Physical Gold and Silver Trust	$1,064,395		0.0%	22,305	0.1%	CEF
SIVR abrdn Physical Silver Shares ETF	$987,144		0.0%	13,785	0.1%	ETF
Walmart Inc	$937,136	$24,109 ▼	-2.5%	7,541	0.1%	Stock
HD Home Depot	$888,557	$48,999 ▼	-5.2%	2,702	0.1%	Retail/Wholesale
ABT Abbott Laboratories	$866,527	$35,626 ▼	-3.9%	8,440	0.1%	Medical
Shopify Inc Registered Shs -A- Subord Vtg	$793,449		0.0%	6,689	0.1%	Stock
CSCO Cisco Systems	$739,912	$66,030 ▼	-8.2%	9,536	0.1%	Computer and Technology
V Visa	$738,874	$122,692 ▼	-14.2%	2,445	0.1%	Business Services
MRK Merck & Co., Inc.	$704,036	$5,172 ▲	0.7%	5,853	0.1%	Medical
Sprott Physical Silver Trust	$662,725	$86,609 ▲	15.0%	27,172	0.1%	CEF
GE GE Aerospace	$630,389	$170,299 ▲	37.0%	2,221	0.1%	Aerospace
ALL Allstate	$616,007	$20,734 ▼	-3.3%	2,971	0.1%	Finance
GE Vernova Inc	$571,750	$130,935 ▲	29.7%	655	0.1%	Stock
BA Boeing	$564,449	$79,612 ▼	-12.4%	2,836	0.1%	Aerospace
Sprott Physical Gold Trust	$558,003		0.0%	15,745	0.1%	CEF
CBOE Cboe Global Markets	$556,238	$281 ▲	0.1%	1,979	0.1%	Financial Services
MA Mastercard	$544,142	$140,408 ▼	-20.5%	1,089	0.1%	Business Services
TSM Taiwan Semiconductor Manufacturing	$543,762	$169,989 ▼	-23.8%	1,609	0.1%	Computer and Technology
Amplify Cybersecurity ETF	$530,511	$22,527 ▼	-4.1%	7,065	0.1%	ETF
Defiance Quantum ETF	$517,232	$111,065 ▲	27.3%	4,820	0.0%	ETF
KO CocaCola	$504,168	$103,207 ▼	-17.0%	6,629	0.0%	Consumer Staples
IBM International Business Machines	$490,840	$485 ▲	0.1%	2,025	0.0%	Computer and Technology
AMGN Amgen	$487,299	$1,407 ▲	0.3%	1,385	0.0%	Medical
DIS Walt Disney	$485,987	$7,518 ▼	-1.5%	5,042	0.0%	Consumer Discretionary
DE Deere & Company	$477,156	$27,041 ▼	-5.4%	847	0.0%	Industrials
AVGO Broadcom	$472,659	$43,954 ▼	-8.5%	1,527	0.0%	Computer and Technology
XLY Consumer Discretionary Select Sector SPDR Fund	$472,537		0.0%	4,336	0.0%	Finance
EIS iShares MSCI Israel ETF	$469,962	$40,614 ▼	-8.0%	4,050	0.0%	ETF
PG Procter & Gamble	$464,952	$73,953 ▲	18.9%	3,219	0.0%	Consumer Staples
AMD Advanced Micro Devices	$463,007	$7,934 ▼	-1.7%	2,276	0.0%	Computer and Technology
SO Southern	$460,883		0.0%	4,775	0.0%	Utilities
PFE Pfizer	$449,136	$18,448 ▼	-3.9%	15,995	0.0%	Medical
AUB Atlantic Union Bankshares	$440,496		0.0%	12,325	0.0%	Finance
AIVL WisdomTree U.S. AI Enhanced Value Fund	$431,596	$37,606 ▼	-8.0%	3,730	0.0%	Finance
BAC Bank of America	$406,822		0.0%	8,345	0.0%	Finance
AB AllianceBernstein	$405,700		0.0%	10,836	0.0%	Finance
DFAC Dimensional U.S. Core Equity 2 ETF	$392,913	$392,913 ▲	New Holding	10,111	0.0%	ETF
Medline Inc	$379,808	$4,673 ▲	1.2%	8,535	0.0%	Stock
BX Blackstone	$370,804	$36,103 ▼	-8.9%	3,225	0.0%	Finance
ETN Eaton	$368,758	$358 ▼	-0.1%	1,031	0.0%	Industrials
NEE NextEra Energy	$363,161		0.0%	3,910	0.0%	Utilities
iShares Bitcoin Trust ETF	$363,069	$188,027 ▲	107.4%	9,450	0.0%	ETF
AXP American Express	$356,019	$47,187 ▼	-11.7%	1,177	0.0%	Finance
VGT Vanguard Information Technology ETF	$353,046		0.0%	506	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Nadler Financial Group, Inc. Top Holdings and 13F Report (2026)

About Nadler Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Nadler Financial Group, Inc. Top Holdings and 13F Report (2026)

About Nadler Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNadler Financial Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools