National Wealth Management Group, LLC Portfolio Holdings

National Wealth Management Group, LLC

  • $289 Billion
  • Q4 2025

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.

Portfolio value $289 Billion
ETFs: $121 Billion
Technology: $45.6 Billion
Financial Services: $12.8 Billion
Communication Services: $11.8 Billion
Consumer Cyclical: $11.2 Billion
Industrials: $10.2 Billion
Healthcare: $9.36 Billion
Consumer Defensive: $4.46 Billion
Other: $7.47 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.87B
$401 Million 0.14% of portfolio
2,640
Q4 2025 Added 4.43%
$1.3B
$139 Million 0.05% of portfolio
70,650
Q2 2025 Added 4.9%

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $289 Billion
  • Prior Value $265 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 64 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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