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

  1. VTV - Vanguard Value ETF, 9.63%
  2. VO - Vanguard Mid-Cap ETF, 8.27%
  3. 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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