Universe · entity
Nadler Financial Group, Inc.
Institutional manager (13F) · CIK 1541787
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $997M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Vanguard Value ETF | $100M | 511,287 |
| 2 | Vanguard Mid-Cap ETF | $86M | 299,951 |
| 3 | Vanguard Total Stock Market ETF | $74M | 229,378 |
| 4 | Vanguard S&P 500 ETF | $60M | 99,725 |
| 5 | Vanguard Growth ETF | $59M | 133,954 |
| 6 | Schwab U.S. Large-Cap Growth ETF | $57M | 1,963,406 |
| 7 | Vanguard Russell 1000 Growth ETF | $57M | 521,411 |
| 8 | Schwab Fundamental International Equity ETF | $56M | 1,140,191 |
| 9 | Vanguard FTSE Developed Markets ETF | $48M | 747,961 |
| 10 | iShares Core S&P Mid-Cap ETF | $46M | 686,849 |
| 11 | iShares Core S&P U.S. Value ETF | $46M | 453,426 |
| 12 | iShares Russell 1000 Growth ETF | $46M | 108,706 |
| 13 | iShares Core S&P 500 ETF | $29M | 44,738 |
| 14 | State Street SPDR S&P 1500 Value Tilt ETF | $26M | 122,270 |
| 15 | Apple Inc | $26M | 101,258 |
| 16 | iShares Russell 1000 Value ETF | $26M | 120,044 |
| 17 | State Street SPDR S&P 500 ETF Trust | $16M | 25,192 |
| 18 | Microsoft Corp | $11M | 28,469 |
| 19 | NVIDIA Corp | $10M | 59,329 |
| 20 | Schwab U.S. Mid-Cap ETF | $10M | 333,762 |
| 21 | Alphabet Inc | $8M | 27,792 |
| 22 | Amazon.com Inc | $7M | 34,697 |
| 23 | Berkshire Hathaway Inc | $7M | 14,645 |
| 24 | iShares Russell Mid-Cap ETF | $7M | 69,782 |
| 25 | Invesco QQQ Trust | $7M | 11,618 |
| 26 | Capital One Financial Corp | $7M | 35,979 |
| 27 | iShares Gold Trust | $6M | 72,524 |
| 28 | WisdomTree U.S. LargeCap Dividend Fund | $4M | 43,432 |
| 29 | Vanguard Russell 1000 ETF | $4M | 13,095 |
| 30 | Schwab U.S. Dividend Equity ETF | $4M | 125,643 |
| 31 | Tesla Inc | $4M | 10,031 |
| 32 | SPDR Gold Shares | $4M | 8,498 |
| 33 | Costco Wholesale Corp | $3M | 3,497 |
| 34 | Vanguard Small-Cap ETF | $3M | 12,110 |
| 35 | Schwab U.S. Large-Cap Value ETF | $3M | 96,660 |
| 36 | Berkshire Hathaway Inc | $3M | 4 |
| 37 | Meta Platforms Inc | $3M | 4,525 |
| 38 | Oracle Corp | $2M | 15,892 |
| 39 | iShares Russell 1000 ETF | $2M | 6,436 |
| 40 | McDonald's Corp | $2M | 6,912 |
| 41 | PepsiCo Inc | $2M | 13,689 |
| 42 | Exxon Mobil Corp | $2M | 12,028 |
| 43 | Alphabet Inc | $2M | 6,671 |
| 44 | iShares Russell Mid-Cap Growth ETF | $2M | 14,414 |
| 45 | JPMorgan Chase & Co | $2M | 5,727 |
| 46 | AbbVie Inc | $2M | 7,531 |
| 47 | Eli Lilly and Co | $2M | 1,731 |
| 48 | Vanguard Dividend Appreciation ETF | $2M | 7,329 |
| 49 | Johnson & Johnson | $1M | 6,106 |
| 50 | Invesco NASDAQ 100 ETF | $1M | 6,158 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.