National Wealth Management Group, LLC Portfolio Holdings

National Wealth Management Group, LLC

  • $178 Billion
  • Q2 2025

National Wealth Management Group, LLC has filed its 13F form on September 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $178 Billion distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: T Rowe Price ETF Inc with a value of $11.5B, T Rowe Price Exchange Traded F with a value of $10.5B, Ishares Core S&P 500 ETF with a value of $8.85B, Nvidia Corp with a value of $6.74B, and Invesco Qqq Trust, Series 1 with a value of $6.48B.

Examining the 13F form we can see an increase of $26.4B in the current position value, from $152B to 178B.

National Wealth Management Group, LLC is based out at Cincinnati, OH

Below you can find more details about National Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Billion
ETFs: $87.1 Billion
Technology: $23 Billion
Financial Services: $8.78 Billion
Communication Services: $8.23 Billion
Consumer Cyclical: $6.39 Billion
Industrials: $5.98 Billion
Healthcare: $4.13 Billion
Consumer Defensive: $2.76 Billion
Other: $3.47 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39B
$469 Million 0.26% of portfolio
21,733
Q2 2025 Added 10.06%
$6.37B
$403 Million 0.23% of portfolio
3,693
Q2 2025 Added 10.3%
$5.26B
$381 Million 0.21% of portfolio
2,362
Q2 2025 Added 12.0%
$9.44B
$212 Million 0.12% of portfolio
5,791
Q2 2025 Added 9.99%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $178 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q2 2025
  • Filing Date September 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 34 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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