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National Wealth Management Group, LLC

Q2 2026 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    226

  • Value ($000)

    $323,427

  • Date Filed
    07/14/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$22.69M
7 %

258,146

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$11.15M
3 %

14,888

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.51M
3 %

52,551

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$10.39M
3 %

116,723

T
TCAF

T ROWE PRICE EXCHANGE-TRADED

CAP APPRECIATION
87283Q867
$10.29M
3 %

250,394

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$8.43M
3 %

11,443

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$7.55M
2 %

97,933

T
TCHP

T ROWE PRICE EXCHANGE-TRADED

PRICE BLUE CHIP
87283Q107
$6.33M
2 %

126,336

K
KRE

SPDR SERIES TRUST

ST STR BLO 1 ETF
78468R663
$6.12M
2 %

66,813

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CAPITAL GROUP EQUITY ETF TR

US SM MI CA ETF
14022A102
$5.92M
2 %

179,661

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