Nadler Financial Group, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.04B
Q ending 2026-03-31
Prior quarter
$1.08B
Q ending 2025-12-31
Change
-3.5% QoQ · +14.9% YoY
Positions
135
reported holdings
Largest positions
Top 100 of 135 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Value Etf | VTV | Shares | $100.3M | 511K |
| Vanguard Mid-Cap Etf | VO | Shares | $86.1M | 300K |
| Vanguard Total Stock Market Etf | VTI | Shares | $73.6M | 229K |
| Vanguard S&P 500 Etf | VOO | Shares | $59.6M | 100K |
| Vanguard Growth Etf | VUG | Shares | $58.5M | 134K |
| Schwab U.S. Large-Cap Growth Etf | SCHG | Shares | $57.2M | 2.0M |
| Vanguard Russell 1000 Growth Etf | VONG | Shares | $57.2M | 521K |
| Schwab Fundamental International E | FNDF | Shares | $55.8M | 1.1M |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $47.9M | 748K |
| Ishares Core S&P Mid-Cap Etf | IJH | Shares | $46.4M | 687K |
| Ishares Core S&P U.S. Value Etf | IUSV | Shares | $46.4M | 453K |
| Ishares Russell 1000 Growth Etf | IWF | Shares | $46.4M | 109K |
| Ishares Core S&P 500 Etf | IVV | Shares | $29.2M | 45K |
| State Street Spdr S&P 1500 Value T | VLU | Shares | $26.3M | 122K |
| Apple Inc | AAPL | Shares | $25.7M | 101K |
| Ishares Russell 1000 Value Etf | IWD | Shares | $25.6M | 120K |
| State Street Spdr S&P 500 Etf Trus | SPY | Shares | $16.4M | 25K |
| Microsoft Corp | MSFT | Shares | $10.5M | 28K |
| Nvidia Corp | NVDA | Shares | $10.3M | 59K |
| Schwab U.S. Mid-Cap Etf | SCHM | Shares | $10.3M | 334K |
| Alphabet Inc | GOOG | Shares | $8.0M | 28K |
| Amazon.Com Inc | AMZN | Shares | $7.2M | 35K |
| Berkshire Hathaway Inc | BRK/B | Shares | $7.0M | 15K |
| Ishares Russell Mid-Cap Etf | IWR | Shares | $6.8M | 70K |
| Invesco Qqq Trust | QQQ | Shares | $6.7M | 12K |
| Capital One Financial Corp | COF | Shares | $6.6M | 36K |
| Ishares Gold Trust | IAU | Shares | $6.4M | 73K |
| Wisdomtree U.S. Largecap Dividend | DLN | Shares | $3.9M | 43K |
| Vanguard Russell 1000 Etf | VONE | Shares | $3.9M | 13K |
| Schwab U.S. Dividend Equity Etf | SCHD | Shares | $3.9M | 126K |
| Tesla Inc | TSLA | Shares | $3.7M | 10K |
| Spdr Gold Shares | GLD | Shares | $3.7M | 8K |
| Costco Wholesale Corp | COST | Shares | $3.5M | 3K |
| Vanguard Small-Cap Etf | VB | Shares | $3.2M | 12K |
| Schwab U.S. Large-Cap Value Etf | SCHV | Shares | $2.9M | 97K |
| Berkshire Hathaway Inc | BRK/A | Shares | $2.9M | 4 |
| Meta Platforms Inc | META | Shares | $2.6M | 5K |
| Oracle Corp | ORCL | Shares | $2.3M | 16K |
| Ishares Russell 1000 Etf | IWB | Shares | $2.3M | 6K |
| Mcdonald'S Corp | MCD | Shares | $2.1M | 7K |
| Pepsico Inc | PEP | Shares | $2.1M | 14K |
| Exxon Mobil Corp | XOM | Shares | $2.0M | 12K |
| Alphabet Inc | GOOGL | Shares | $1.9M | 7K |
| Ishares Russell Mid-Cap Growth Etf | IWP | Shares | $1.8M | 14K |
| Jpmorgan Chase & Co | JPM | Shares | $1.7M | 6K |
| Abbvie Inc | ABBV | Shares | $1.6M | 8K |
| Eli Lilly And Co | LLY | Shares | $1.6M | 2K |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $1.6M | 7K |
| Johnson & Johnson | JNJ | Shares | $1.5M | 6K |
| Invesco Nasdaq 100 Etf | QQQM | Shares | $1.5M | 6K |
| Vanguard Russell 1000 Value Etf | VONV | Shares | $1.4M | 15K |
| Netflix Inc | NFLX | Shares | $1.3M | 14K |
| State Street Spdr Portfolio S&P 40 | SPMD | Shares | $1.3M | 22K |
| State Street Technology Select Sec | XLK | Shares | $1.2M | 9K |
| Caterpillar Inc | CAT | Shares | $1.2M | 2K |
| At&T Inc | T | Shares | $1.1M | 39K |
| Sprott Physical Gold And Silver Tr | CEF | Shares | $1.1M | 22K |
| Abrdn Physical Silver Shares Etf | SIVR | Shares | $987K | 14K |
| Walmart Inc | WMT | Shares | $937K | 8K |
| The Home Depot Inc | HD | Shares | $889K | 3K |
| Abbott Laboratories | ABT | Shares | $867K | 8K |
| Shopify Inc Registered Shs -A- Sub | SHOP | Shares | $793K | 7K |
| Cisco Systems Inc | CSCO | Shares | $740K | 10K |
| Visa Inc | V | Shares | $739K | 2K |
| Merck & Co Inc | MRK | Shares | $704K | 6K |
| Sprott Physical Silver Trust | PSLV | Shares | $663K | 27K |
| Ge Aerospace | GE | Shares | $630K | 2K |
| Allstate Corp | ALL | Shares | $616K | 3K |
| Ge Vernova Inc | GEV | Shares | $572K | 655 |
| Boeing Co | BA | Shares | $564K | 3K |
| Sprott Physical Gold Trust | PHYS | Shares | $558K | 16K |
| Cboe Global Markets Inc | CBOE | Shares | $556K | 2K |
| Mastercard Inc | MA | Shares | $544K | 1K |
| Taiwan Semiconductor Manufacturing | TSM | Shares | $544K | 2K |
| Amplify Cybersecurity Etf | HACK | Shares | $531K | 7K |
| Defiance Quantum Etf | QTUM | Shares | $517K | 5K |
| Coca-Cola Co | KO | Shares | $504K | 7K |
| International Business Machines Co | IBM | Shares | $491K | 2K |
| Amgen Inc | AMGN | Shares | $487K | 1K |
| The Walt Disney Co | DIS | Shares | $486K | 5K |
| Deere & Co | DE | Shares | $477K | 847 |
| Broadcom Inc | AVGO | Shares | $473K | 2K |
| State Street Consumer Discretionar | XLY | Shares | $473K | 4K |
| Ishares Msci Israel Etf | EIS | Shares | $470K | 4K |
| Procter & Gamble Co | PG | Shares | $465K | 3K |
| Advanced Micro Devices Inc | AMD | Shares | $463K | 2K |
| Southern Co | SO | Shares | $461K | 5K |
| Pfizer Inc | PFE | Shares | $449K | 16K |
| Atlantic Union Bankshares Corp | AUB | Shares | $440K | 12K |
| Wisdomtree U.S. Al Enhanced Value | AIVL | Shares | $432K | 4K |
| Bank Of America Corp | BAC | Shares | $407K | 8K |
| Alliancebernstein Holding Lp | AB | Shares | $406K | 11K |
| Dimensional U.S. Core Equity 2 Etf | DFAC | Shares | $393K | 10K |
| Medline Inc | MDLN | Shares | $380K | 9K |
| Blackstone Inc | BX | Shares | $371K | 3K |
| Eaton Corp Plc | Shares | $369K | 1K | |
| Nextera Energy Inc | NEE | Shares | $363K | 4K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $363K | 9K |
| American Express Co | AXP | Shares | $356K | 1K |
| Vanguard Information Technology Et | VGT | Shares | $353K | 506 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.