Nadler Financial Group, Inc. - Portfolio overview
Nadler Financial Group, Inc. has 150 reported holdings in this dataset, with the latest filing dated 2026-05-04.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- VTV - Vanguard Value ETF, 9.63%
- VO - Vanguard Mid-Cap ETF, 8.27%
- VTI - Vanguard Total Stock Market ETF, 7.06%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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