Nadler Financial Group, Inc. Portfolio Holdings

Nadler Financial Group, Inc.

  • $1.05 Billion
  • Q3 2025

Nadler Financial Group, Inc. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.05 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $90.8M, Vanguard Mid Cap ETF with a value of $82.8M, Vanguard Total Stock Market Et with a value of $76.9M, Vanguard Growth ETF with a value of $68.8M, and Vanguard Russell 1000 Growth E with a value of $65.1M.

Examining the 13F form we can see an increase of $72M in the current position value, from $975M to 1.05B.

Below you can find more details about Nadler Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.05 Billion
ETFs: $896 Million
Technology: $65.8 Million
Financial Services: $30.9 Million
Consumer Cyclical: $16.2 Million
Communication Services: $15.6 Million
Healthcare: $8.98 Million
Consumer Defensive: $6.35 Million
Industrials: $4.04 Million
Other: $3.11 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$27 Million 2.58% of portfolio
105,966
Q3 2025 Reduced 3.26%
$3.78T
$16.1 Million 1.54% of portfolio
31,137
Q3 2025 Added 1.77%
$465B
$13 Million 1.24% of portfolio
69,592
Q3 2025 Reduced 6.4%
$662B
$8.86 Million 0.85% of portfolio
17,632
Q3 2025 Reduced 0.82%
$2.39T
$8.14 Million 0.78% of portfolio
37,078
Q3 2025 Reduced 4.62%
$77.2B
$7.77 Million 0.74% of portfolio
36,574
Q2 2025 Reduced 1.08%
$1.74T
$7.19 Million 0.69% of portfolio
29,533
Q3 2025 Added 1.15%
$1.29T
$4.73 Million 0.45% of portfolio
10,645
Q3 2025 Added 0.17%
$593B
$4.07 Million 0.39% of portfolio
14,479
Q3 2025 Added 3.32%
$1.37T
$3.37 Million 0.32% of portfolio
4,584
Q3 2025 Reduced 1.42%
$404B
$3.17 Million 0.3% of portfolio
3,428
Q3 2025 Reduced 2.03%
$453B
$3.02 Million 0.29% of portfolio
4
Q1 2025 New
$224B
$1.95 Million 0.19% of portfolio
6,430
Q3 2025 Reduced 9.56%
$414B
$2.01 Million 0.19% of portfolio
8,679
Q3 2025 Reduced 2.31%
$881B
$1.92 Million 0.18% of portfolio
6,072
Q3 2025 Added 4.76%
$971B
$1.93 Million 0.18% of portfolio
2,532
Q3 2025 Added 5.19%
$49.1B
$1.63 Million 0.16% of portfolio
1,358
Q3 2025 Added 0.37%
$228B
$1.22 Million 0.12% of portfolio
9,086
Q3 2025 Added 2.92%
$522B
$1.11 Million 0.11% of portfolio
5,979
Q3 2025 Added 3.28%
$181B
$1.11 Million 0.11% of portfolio
39,377
Q3 2025 Added 18.79%
$0
$1.15 Million 0.11% of portfolio
73,066
Q2 2025 Added 5.53%
$367B
$1.16 Million 0.11% of portfolio
2,856
Q3 2025 Added 5.54%
$174B
$1.03 Million 0.1% of portfolio
6,940
Q2 2025 Added 0.03%
$490B
$1.08 Million 0.1% of portfolio
9,574
Q3 2025 Reduced 9.42%
$533B
$970,000 0.09% of portfolio
2,843
Q3 2025 Added 11.8%
$0
$818,000 0.08% of portfolio
22,305
Q3 2025 Added 12.17%
$279B
$797,000 0.08% of portfolio
7,735
Q3 2025 Added 0.27%
$0
$745,000 0.07% of portfolio
25,155
Q2 2025 Added 2.4%
$319B
$708,000 0.07% of portfolio
10,351
Q3 2025 Added 9.85%
$291B
$749,000 0.07% of portfolio
1,571
Q3 2025 Added 8.64%
$114B
$698,000 0.07% of portfolio
3,236
Q3 2025 Added 43.57%
$512B
$774,000 0.07% of portfolio
1,362
Q3 2025 Added 10.11%
$204B
$651,000 0.06% of portfolio
4,637
Q3 2025 Reduced 12.28%
$266B
$632,000 0.06% of portfolio
2,240
Q3 2025 Added 11.17%
$98.1B
$639,000 0.06% of portfolio
3,744
Q3 2025 Reduced 13.81%
$57.9B
$680,000 0.06% of portfolio
3,169
Q2 2025 Reduced 1.55%
$139B
$638,000 0.06% of portfolio
1,935
Q3 2025 Added 13.82%
$193B
$614,000 0.06% of portfolio
5,369
Q3 2025 Reduced 4.5%
$235B
$495,000 0.05% of portfolio
5,905
Q3 2025 Added 1.92%
$102B
$556,000 0.05% of portfolio
3,890
Q3 2025 Added 0.78%
$27.4B
$504,000 0.05% of portfolio
2,058
Q3 2025 Added 4.04%
$141B
$538,000 0.05% of portfolio
21,135
Q3 2025 Reduced 13.93%
$328B
$487,000 0.05% of portfolio
1,621
Q3 2025 Added 21.61%
$1.46T
$560,000 0.05% of portfolio
2,006
Q3 2025 Added 16.76%
$306B
$568,000 0.05% of portfolio
8,568
Q3 2025 Reduced 1.92%
$140B
$385,000 0.04% of portfolio
1,030
Q2 2023 New
$144B
$470,000 0.04% of portfolio
1,028
Q3 2025 Reduced 27.91%
$3.83B
$414,000 0.04% of portfolio
10,840
Q3 2024 Reduced 21.68%
$98.6B
$452,000 0.04% of portfolio
4,775
Q4 2024 Added 45.8%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $1.05 Billion
  • Prior Value $975 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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