§ 13F · FUND PROFILE
National Wealth Management Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $178.5T (13F)Positions · 158Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TCAF | T ROWE PRICE ETF INC | 351K | $13.4T | 4.7% | −4% |
| 2 | IVV | ISHARES TR | 16K | $11.0T | 3.8% | −7% |
| 3 | NVDA | NVIDIA CORPORATION | 58K | $10.8T | 3.8% | +5% |
| 4 | TCHP | T ROWE PRICE ETF INC | 213K | $10.6T | 3.7% | −12% |
| 5 | QQQ | INVESCO QQQ TR | 12K | $7.2T | 2.5% | −5% |
| 6 | CGMM | CAPITAL GROUP EQUITY ETF TR | 244K | $7.1T | 2.4% | — |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 25K | $6.3T | 2.2% | −6% |
| 8 | SPYM | SPDR SERIES TRUST | 77K | $6.2T | 2.1% | +36% |
| 9 | AAPL | APPLE INC | 21K | $5.7T | 2.0% | +1% |
| 10 | META | META PLATFORMS INC | 8K | $5.5T | 1.9% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NATIONAL SIGNAL
AC read
National Wealth Management Group, LLC is a Other fund managing $178452.2 trillion in assets. The fund runs a portfolio of 158 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 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