National Wealth Management Group, LLC
Q3 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
228
- Value ($000)
$265,395
- Date Filed10/31/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TCAF T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $13.80 M | 5 % | 366,030 | ||
TCHP T ROWE PRICE ETF INC | PRICE BLUE CHIP | 87283Q107 | $11.82 M | 5 % | 241,771 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $11.57 M | 4 % | 17,285 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $10.33 M | 4 % | 55,389 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.41 M | 3 % | 12,341 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $6.51 M | 3 % | 26,356 | ||
META META PLATFORMS INC | CL A | 30303M102 | $5.82 M | 2 % | 7,931 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.72 M | 2 % | 11,050 | ||
AAPL APPLE INC | COM | 037833100 | $5.25 M | 2 % | 20,602 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $5.21 M | 2 % | 10,359 |
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