National Wealth Management Group, LLC: 13F holdings
CIK 19777232026Q2
| Positions | 226 |
|---|---|
| Reported value | $323.4m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 258,146 | $22.7m | 7.0% |
| IVV ISHARES TR | 14,888 | $11.1m | 3.4% |
| NVDA NVIDIA CORPORATION | 52,551 | $10.5m | 3.3% |
| VGK ISHARES TR | 116,723 | $10.4m | 3.2% |
| T ROWE PRICE EXCHANGE-TRADED | 250,394 | $10.3m | 3.2% |
| QQQ INVESCO QQQ TR | 11,443 | $8.4m | 2.6% |
| IJH ISHARES TR | 97,933 | $7.6m | 2.3% |
| T ROWE PRICE EXCHANGE-TRADED | 126,336 | $6.3m | 2.0% |
| BIL SPDR SERIES TRUST | 66,813 | $6.1m | 1.9% |
| CAPITAL GROUP EQUITY ETF TR | 179,661 | $5.9m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1977723")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.