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.
National Wealth Management Group, LLC (CIK 1977723) reported $268.5M across 215 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TCAF ($12.6M, 4.70%), IVV ($9.9M, 3.67%), SPLG ($9.3M, 3.46%), TCHP ($9.2M, 3.42%), NVDA ($9.0M, 3.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TCAF | T ROWE PRICE ETF INC | $12.6M | 4.70% | 354,522 | Added |
| 2 | IVV | ISHARES TR | $9.9M | 3.67% | 15,084 | Trimmed |
| 3 | SPLG | SPDR SERIES TRUST | $9.3M | 3.46% | 121,226 | Added |
| 4 | TCHP | T ROWE PRICE ETF INC | $9.2M | 3.42% | 208,099 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $9.0M | 3.36% | 51,727 | Trimmed |
| 6 | CGMM | CAPITAL GROUP EQUITY ETF TR | $7.3M | 2.73% | 249,900 | Added |
| 7 | QQQ | INVESCO QQQ TR | $6.7M | 2.49% | 11,574 | Trimmed |
| 8 | IDEV | ISHARES TR | $6.7M | 2.48% | 79,723 | Added |
| 9 | IJH | ISHARES TR | $5.5M | 2.05% | 81,344 | Added |
| 10 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $5.4M | 2.01% | 171,264 | Added |
| 11 | BIL | SPDR SERIES TRUST | $5.2M | 1.93% | 56,533 | Added |
| 12 | GLD | SPDR GOLD TR | $5.0M | 1.85% | 11,532 | Trimmed |
| 13 | AAPL | APPLE INC | $5.0M | 1.85% | 19,560 | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $4.1M | 1.53% | 12,823 | Added |
| 15 | VUSB | VANGUARD BD INDEX FDS | $4.0M | 1.50% | 80,853 | Added |
| 16 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $3.9M | 1.45% | 108,087 | Added |
| 17 | MSFT | MICROSOFT CORP | $3.8M | 1.43% | 10,389 | Trimmed |
| 18 | VOO | VANGUARD INDEX FDS | $3.5M | 1.29% | 5,788 | Added |
| 19 | QQQM | INVESCO EXCH TRADED FD TR II | $3.4M | 1.28% | 14,409 | Trimmed |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | $3.4M | 1.27% | 23,350 | Trimmed |
| 21 | SLV | ISHARES SILVER TR | $3.3M | 1.24% | 48,918 | Trimmed |
| 22 | TSLA | TESLA INC | $3.2M | 1.19% | 8,567 | Trimmed |
| 23 | CGGR | CAPITAL GROUP GROWTH ETF | $3.2M | 1.17% | 78,500 | Added |
| 24 | LMBS | FIRST TR EXCHANGE-TRADED FD | $3.1M | 1.16% | 62,542 | Added |
| 25 | LRCX | LAM RESEARCH CORP | $3.1M | 1.15% | 14,402 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31