National Wealth Management Group, LLC
Q2 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
158
- Value ($000)
$178,452
- Date Filed09/25/2025
- Form type13F-HR
- CIK0001977723
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TCAF T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $11.50 M | 6 % | 325,947 | ||
TCHP T ROWE PRICE ETF INC | PRICE BLUE CHIP | 87283Q107 | $10.49 M | 6 % | 231,365 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $8.85 M | 5 % | 14,259 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.74 M | 4 % | 42,675 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.48 M | 4 % | 11,738 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $5.74 M | 3 % | 25,275 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $5.14 M | 3 % | 93,301 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.97 M | 3 % | 10,223 | ||
META META PLATFORMS INC | CL A | 30303M102 | $4.68 M | 3 % | 6,347 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $3.62 M | 2 % | 49,833 |
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