§ 13F · FUND PROFILE
Nalls Sherbakoff Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148.2T (13F)Positions · 425Turnover · — · Q3Filed · Mar 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED MAR 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB U.S. BROAD MARKET ETF | 858K | $22.1T | — | — |
| 2 | — | SCHWAB INTERNATIONAL EQUITY ETF | 523K | $12.2T | — | — |
| 3 | — | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 131K | $6.9T | — | — |
| 4 | — | SCHWAB US AGGREGATE BOND ETF | 248K | $5.8T | — | — |
| 5 | — | VANGUARD REAL ESTATE ETF | 61K | $5.6T | — | — |
| 6 | — | OLD NATL BANCORP IND COM | 157K | $3.4T | — | — |
| 7 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF | 107K | $3.4T | — | — |
| 8 | — | APPLE INC COM | 13K | $3.3T | — | — |
| 9 | — | VANGUARD VALUE ETF | 15K | $2.8T | — | — |
| 10 | — | ALPHABET INC CAP STK CL A | 11K | $2.6T | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NALLS SIGNAL
AC read
Nalls Sherbakoff Group, LLC is a institutional fund managing $148215.3 trillion in assets. The fund runs a broad portfolio of 425 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
5 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed