National Wealth Management Group, LLC
Q4 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
244
- Value ($000)
$288,524
- Date Filed01/12/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
T T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $13.43M | 5 % | 351,421 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $11.02M | 4 % | 16,083 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $10.85M | 4 % | 58,164 | ||
T T ROWE PRICE ETF INC | PRICE BLUE CHIP | 87283Q107 | $10.63M | 4 % | 213,260 | ||
N INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.21M | 3 % | 11,741 | ||
CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | 14022A102 | $7.05M | 2 % | 244,462 | ||
Q INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $6.29M | 2 % | 24,887 | ||
K SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $6.19M | 2 % | 77,160 | ||
A APPLE INC | COM | 037833100 | $5.66M | 2 % | 20,834 | ||
M META PLATFORMS INC | CL A | 30303M102 | $5.45M | 2 % | 8,260 |
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