National Wealth Management Group, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationcincinnati, OH
- CIK0001977723
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
244 | $288.53M | TCAF, IVV, NVDA, TCHP | 13F-HR | Jan 12, 2026 | 000197772326000001 | ||
228 | $265.4M | TCAF, TCHP, IVV, NVDA | 13F-HR | Oct 31, 2025 | 000197772325000006 | ||
158 | $178.45M | TCAF, TCHP, IVV, NVDA | 13F-HR | Sep 25, 2025 | 000197772325000004 | ||
145 | $152.08M | TCAF, TCHP, IVV, NDQ | 13F-HR | May 15, 2025 | 000184883125000007 | ||
146 | $150.24M | TCAF, TCHP, IVV, NDQ | 13F-HR | Feb 12, 2025 | 000197772325000001 | ||
141 | $147.63M | TCHP, TCAF, IVV, KRE | 13F-HR | Nov 13, 2024 | 000173046724000005 | ||
130 | $131.27M | TCHP, TCAF, IVV, CGXU | 13F-HR | Aug 9, 2024 | 000197772324000003 | ||
133 | $128.53M | TCHP, TCAF, CGXU, SCHO | 13F-HR | May 17, 2024 | 000197772324000002 | ||
133 | $103.36M | NDQ, AMZN, COWZ, BND | 13F-HR | Feb 1, 2024 | 000197772324000001 | ||
124 | $91.94M | NDQ, BND, AMZN, COWZ | 13F-HR | Nov 13, 2023 | 000197772323000007 | ||
127 | $96.2M | NDQ, AMZN, BND, QQQM | 13F-HR | Aug 10, 2023 | 000196532823000003 | ||
132 | $87.48M | BND, NDQ, QQQM, FTGC | 13F-HR | May 16, 2023 | 000197772323000001 | ||
134 | $83.4M | FTGC, NDQ, BND, VIG | 13F-HR | Nov 17, 2023 | 000197772323000014 | ||
121 | $76.92M | FTGC, NDQ, BND, RPV | 13F-HR | Nov 17, 2023 | 000197772323000013 | ||
111 | $79.33M | NDQ, FTGC, UNITED STS OIL FD LP, RPV | 13F-HR | Nov 17, 2023 | 000197772323000011 | ||
109 | $103.67M | NDQ, RPV, FTGC, VIG | 13F-HR | Nov 17, 2023 | 000197772323000010 | ||
124 | $106.77M | NDQ, VIG, BND, VTI | 13F-HR | Nov 17, 2023 | 000197772323000009 |