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National Wealth Management Group, LLC 13F holdings

Filed 2026-07-14 · National Wealth Management Group, LLC · 226 positions · $323.4M

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TickerCompanySharesValue% of portfolio
SPYMSPDR SERIES TRUST258.1K$22.7M7.0%
IVVISHARES TR14.9K$11.1M3.4%
NVDANVIDIA CORPORATION52.6K$10.5M3.3%
IDEVISHARES TR116.7K$10.4M3.2%
TCAFT ROWE PRICE EXCHANGE-TRADED250.4K$10.3M3.2%
QQQINVESCO QQQ TR11.4K$8.4M2.6%
IJHISHARES TR97.9K$7.6M2.3%
TCHPT ROWE PRICE EXCHANGE-TRADED126.3K$6.3M2.0%
BILSPDR SERIES TRUST66.8K$6.1M1.9%
CGMMCAPITAL GROUP EQUITY ETF TR179.7K$5.9M1.8%
AAPLAPPLE INC19.2K$5.5M1.7%
LRCXLAM RESEARCH CORP12.2K$5.3M1.6%
QQQMINVESCO EXCH TRADED FD TR II15.8K$4.8M1.5%
VTIVANGUARD INDEX FDS12.9K$4.8M1.5%
MUMICRON TECHNOLOGY INC4.1K$4.7M1.5%
CGNGCAPITAL GROUP NEW GEOGRAPHY120.4K$4.5M1.4%
VOOVANGUARD INDEX FDS6.0K$4.1M1.3%
SPMDSPDR SERIES TRUST59.9K$4.0M1.3%
GLDSPDR GOLD TR10.9K$4.0M1.2%
CGGRCAPITAL GROUP GROWTH ETF81.7K$3.9M1.2%
VGTVANGUARD WORLD FD32.0K$3.8M1.2%
TSLATESLA INC9.0K$3.8M1.2%
GOOGLALPHABET INC9.7K$3.5M1.1%
CGDGCAPITAL GROUP DIVIDEND GROWE86.1K$3.2M1.0%
WDCWESTERN DIGITAL CORP4.9K$3.2M1.0%
MSFTMICROSOFT CORP8.3K$3.1M1.0%
AMZNAMAZON COM INC13.0K$3.1M1.0%
—LISTED FDS TR53.4K$3.1M1.0%
VUSBVANGUARD BD INDEX FDS61.8K$3.1M1.0%
EQWLINVESCO EXCHANGE TRADED FD T22.4K$2.9M0.9%
QTUMETF SER SOLUTIONS17.3K$2.9M0.9%
SCHOSCHWAB STRATEGIC TR117.1K$2.8M0.9%
VEAVANGUARD TAX-MANAGED FDS38.9K$2.8M0.9%
STXSEAGATE TECHNOLOGY HLDNGS PL2.8K$2.7M0.8%
AMDADVANCED MICRO DEVICES INC4.6K$2.7M0.8%
—GABELLI ETFS TRUST47.1K$2.6M0.8%
PLTRPALANTIR TECHNOLOGIES INC21.9K$2.6M0.8%
SLVISHARES SILVER TR46.6K$2.5M0.8%
LMBSFIRST TR EXCHANGE-TRADED FD48.5K$2.4M0.7%
BRK-BBERKSHIRE HATHAWAY INC DEL4.8K$2.4M0.7%
USFRWISDOMTREE TR47.3K$2.4M0.7%
ADIANALOG DEVICES INC6.0K$2.4M0.7%
GEGE AEROSPACE5.9K$2.2M0.7%
—TEMA ETF TRUST34.5K$2.2M0.7%
RDVYFIRST TR EXCHANGE TRADED FD26.4K$2.1M0.7%
CGDVCAPITAL GROUP DIVIDEND VALUE41.4K$2.0M0.6%
AMATAPPLIED MATLS INC2.8K$2.0M0.6%
SPYSTATE STR SPDR S&P 500 ETF T2.6K$2.0M0.6%
FBNDFIDELITY MERRIMACK STR TR43.1K$2.0M0.6%
AVGOBROADCOM INC4.9K$1.9M0.6%
COWZPACER FDS TR29.8K$1.9M0.6%
GOVTISHARES TR80.1K$1.8M0.6%
METAMETA PLATFORMS INC3.1K$1.8M0.5%
FIXDFIRST TR EXCHNG TRADED FD VI39.4K$1.7M0.5%
SOXXISHARES TR2.5K$1.6M0.5%
TERTERADYNE INC3.2K$1.6M0.5%
USXFISHARES TR21.2K$1.5M0.5%
SCHESCHWAB STRATEGIC TR40.5K$1.5M0.5%
IJRISHARES TR9.7K$1.4M0.4%
PGPROCTER & GAMBLE CO9.7K$1.4M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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