Nadler Financial Group, Inc.

Est. AUM

$1.04B

13F long equity only

Positions

135

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Vanguard Value ETF	ETF	$100.3M	511,287	9.67%	SOLE
2	Vanguard Mid-Cap ETF	ETF	$86.1M	299,951	8.30%	SOLE
3	Vanguard Total Stock Market ETF	ETF	$73.6M	229,378	7.09%	SOLE
4	Vanguard S&P 500 ETF	ETF	$59.6M	99,725	5.74%	SOLE
5	Vanguard Growth ETF	ETF	$58.5M	133,954	5.64%	SOLE
6	Schwab U.S. Large-Cap Growth ETF	ETF	$57.2M	1,963,406	5.51%	SOLE
7	Vanguard Russell 1000 Growth ETF	ETF	$57.2M	521,411	5.51%	SOLE
8	Schwab Fundamental International Equity ETF	ETF	$55.8M	1,140,191	5.38%	SOLE
9	Vanguard FTSE Developed Markets ETF	ETF	$47.9M	747,961	4.62%	SOLE
10	iShares Core S&P Mid-Cap ETF	ETF	$46.4M	686,849	4.47%	SOLE
11	iShares Core S&P U.S. Value ETF	ETF	$46.4M	453,426	4.47%	SOLE
12	iShares Russell 1000 Growth ETF	ETF	$46.4M	108,706	4.47%	SOLE
13	iShares Core S&P 500 ETF	ETF	$29.2M	44,738	2.82%	SOLE
14	State Street SPDR S&P 1500 Value Tilt ETF	ETF	$26.3M	122,270	2.53%	SOLE
15	Apple Inc	Stock	$25.7M	101,258	2.48%	SOLE
16	iShares Russell 1000 Value ETF	ETF	$25.6M	120,044	2.47%	SOLE
17	State Street SPDR S&P 500 ETF Trust	ETF	$16.4M	25,192	1.58%	SOLE
18	Microsoft Corp	Stock	$10.5M	28,469	1.02%	SOLE
19	NVIDIA Corp	Stock	$10.3M	59,329	1.00%	SOLE
20	Schwab U.S. Mid-Cap ETF	ETF	$10.3M	333,762	1.00%	SOLE
21	Alphabet Inc	Stock	$8.0M	27,792	0.77%	SOLE
22	Amazon.com Inc	Stock	$7.2M	34,697	0.70%	SOLE
23	Berkshire Hathaway Inc	Stock	$7.0M	14,645	0.68%	SOLE
24	iShares Russell Mid-Cap ETF	ETF	$6.8M	69,782	0.65%	SOLE
25	Invesco QQQ Trust	ETF	$6.7M	11,618	0.65%	SOLE
26	Capital One Financial Corp	Stock	$6.6M	35,979	0.63%	SOLE
27	iShares Gold Trust	ETF	$6.4M	72,524	0.62%	SOLE
28	WisdomTree U.S. LargeCap Dividend Fund	ETF	$3.9M	43,432	0.37%	SOLE
29	Vanguard Russell 1000 ETF	ETF	$3.9M	13,095	0.37%	SOLE
30	Schwab U.S. Dividend Equity ETF	ETF	$3.9M	125,643	0.37%	SOLE
31	Tesla Inc	Stock	$3.7M	10,031	0.36%	SOLE
32	SPDR Gold Shares	ETF	$3.7M	8,498	0.35%	SOLE
33	Costco Wholesale Corp	Stock	$3.5M	3,497	0.34%	SOLE
34	Vanguard Small-Cap ETF	ETF	$3.2M	12,110	0.31%	SOLE
35	Schwab U.S. Large-Cap Value ETF	ETF	$2.9M	96,660	0.28%	SOLE
36	Berkshire Hathaway Inc	Stock	$2.9M	4	0.28%	SOLE
37	Meta Platforms Inc	Stock	$2.6M	4,525	0.25%	SOLE
38	Oracle Corp	Stock	$2.3M	15,892	0.23%	SOLE
39	iShares Russell 1000 ETF	ETF	$2.3M	6,436	0.22%	SOLE
40	McDonald's Corp	Stock	$2.1M	6,912	0.21%	SOLE
41	PepsiCo Inc	Stock	$2.1M	13,689	0.20%	SOLE
42	Exxon Mobil Corp	Stock	$2.0M	12,028	0.20%	SOLE
43	Alphabet Inc	Stock	$1.9M	6,671	0.18%	SOLE
44	iShares Russell Mid-Cap Growth ETF	ETF	$1.8M	14,414	0.18%	SOLE
45	JPMorgan Chase & Co	Stock	$1.7M	5,727	0.16%	SOLE
46	AbbVie Inc	Stock	$1.6M	7,531	0.16%	SOLE
47	Eli Lilly and Co	Stock	$1.6M	1,731	0.15%	SOLE
48	Vanguard Dividend Appreciation ETF	ETF	$1.6M	7,329	0.15%	SOLE
49	Johnson & Johnson	Stock	$1.5M	6,106	0.14%	SOLE
50	Invesco NASDAQ 100 ETF	ETF	$1.5M	6,158	0.14%	SOLE

1–50 of 135

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.