National Wealth Management Group, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $265 Billion distributed in 228 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 $13.8B, T Rowe Price Exchange Traded F with a value of $11.8B, Ishares Core S&P 500 ETF with a value of $11.6B, Nvidia Corp with a value of $10.3B, and Invesco Qqq Trust, Series 1 with a value of $7.41B.
Examining the 13F form we can see an increase of $86.9B in the current position value, from $178B to 265B.
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
$265 Billion
ETFs: $116 Billion
Technology: $42 Billion
Communication Services: $13.4 Billion
Consumer Cyclical: $12.7 Billion
Financial Services: $11.5 Billion
Industrials: $11.3 Billion
Healthcare: $5.54 Billion
Consumer Defensive: $4.9 Billion
Other: $7.27 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
