Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nadler Financial Group, Inc. (CIK 1541787) reported $1.04B across 134 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($100.3M, 9.67%), VO ($86.1M, 8.30%), VTI ($73.6M, 7.09%), VOO ($59.6M, 5.74%), VUG ($58.5M, 5.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | $100.3M | 9.67% | 511,287 | Added |
| 2 | VO | Vanguard Mid-Cap ETF | $86.1M | 8.30% | 299,951 | Added |
| 3 | VTI | Vanguard Total Stock Market ETF | $73.6M | 7.09% | 229,378 | Trimmed |
| 4 | VOO | Vanguard S&P 500 ETF | $59.6M | 5.74% | 99,725 | Trimmed |
| 5 | VUG | Vanguard Growth ETF | $58.5M | 5.64% | 133,954 | Trimmed |
| 6 | VONG | Vanguard Russell 1000 Growth ETF | $57.2M | 5.51% | 521,411 | Trimmed |
| 7 | SCHG | Schwab U.S. Large-Cap Growth ETF | $57.2M | 5.51% | 2.0M | Added |
| 8 | FNDF | Schwab Fundamental International Equity ETF | $55.8M | 5.38% | 1.1M | Added |
| 9 | VEA | Vanguard FTSE Developed Markets ETF | $47.9M | 4.62% | 747,961 | Added |
| 10 | IJH | iShares Core S&P Mid-Cap ETF | $46.4M | 4.47% | 686,849 | Added |
| 11 | IUSV | iShares Core S&P U.S. Value ETF | $46.4M | 4.47% | 453,426 | Trimmed |
| 12 | IWF | iShares Russell 1000 Growth ETF | $46.4M | 4.47% | 108,706 | Trimmed |
| 13 | IVV | iShares Core S&P 500 ETF | $29.2M | 2.82% | 44,738 | Added |
| 14 | VLU | State Street SPDR S&P 1500 Value Tilt ETF | $26.3M | 2.53% | 122,270 | New |
| 15 | AAPL | Apple Inc | $25.7M | 2.48% | 101,258 | Trimmed |
| 16 | IWD | iShares Russell 1000 Value ETF | $25.6M | 2.47% | 120,044 | Trimmed |
| 17 | SPY | State Street SPDR S&P 500 ETF Trust | $16.4M | 1.58% | 25,192 | Added |
| 18 | MSFT | Microsoft Corp | $10.5M | 1.02% | 28,469 | Trimmed |
| 19 | SCHM | Schwab U.S. Mid-Cap ETF | $10.3M | 1.00% | 333,762 | Trimmed |
| 20 | NVDA | NVIDIA Corp | $10.3M | 1.00% | 59,329 | Trimmed |
| 21 | GOOG | Alphabet Inc | $8.0M | 0.77% | 27,792 | Trimmed |
| 22 | AMZN | Amazon.com Inc | $7.2M | 0.70% | 34,697 | Trimmed |
| 23 | BRK/B | Berkshire Hathaway Inc | $7.0M | 0.68% | 14,645 | Trimmed |
| 24 | QQQ | Invesco QQQ Trust | $6.7M | 0.65% | 11,618 | Trimmed |
| 25 | IWR | iShares Russell Mid-Cap ETF | $6.8M | 0.65% | 69,782 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31