National Wealth Management Group, LLC

Q3 2025 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    228

  • Value ($000)

    $265,395

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0001977723
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TCAF

T ROWE PRICE ETF INC

CAP APPRECIATION
87283Q867
$13.80M
5 %

366,030

T
TCHP

T ROWE PRICE ETF INC

PRICE BLUE CHIP
87283Q107
$11.82M
5 %

241,771

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$11.57M
4 %

17,285

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.33M
4 %

55,389

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$7.41M
3 %

12,341

Q
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$6.51M
3 %

26,356

M
META

META PLATFORMS INC

CL A
30303M102
$5.82M
2 %

7,931

M
MSFT

MICROSOFT CORP

COM
594918104
$5.72M
2 %

11,050

A
AAPL

APPLE INC

COM
037833100
$5.25M
2 %

20,602

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$5.21M
2 %

10,359

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