National Wealth Management Group, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $289 Billion distributed in 244 stocks.
Among their holdings, we can observe that their the top five positions include companies like: T Rowe Price ETF Inc with a value of $13.4B, Ishares Core S&P 500 ETF with a value of $11B, Nvidia Corp with a value of $10.8B, T Rowe Price Exchange Traded F with a value of $10.6B, and Invesco Qqq Trust, Series 1 with a value of $7.21B.
Examining the 13F form we can see an increase of $23.1B in the current position value, from $265B to 289B.
National Wealth Management Group, LLC is based out at Cincinnati, OH
Below you can find more details about National Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
