—

National Wealth Management Group, LLC

Q1 2026 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    215

  • Value ($000)

    $268,511

  • Date Filed
    05/11/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TCAF

T ROWE PRICE ETF INC

CAP APPRECIATION
87283Q867
$12.62M
5 %

354,522

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$9.85M
4 %

15,084

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$9.28M
4 %

121,226

T
TCHP

T ROWE PRICE ETF INC

PRICE BLUE CHIP
87283Q107
$9.19M
3 %

208,099

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.02M
3 %

51,727

---

CAPITAL GROUP EQUITY ETF TR

US SMALL AND MID
14022A102
$7.34M
3 %

249,900

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$6.68M
3 %

11,574

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$6.66M
3 %

79,723

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$5.49M
2 %

81,344

C
CGNG

CAPITAL GROUP NEW GEOGRAPHY

SHS
14021N105
$5.41M
2 %

171,264

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 215