Nalls Sherbakoff Group, LLC

DOSSIER · 13F-HR · Q4 2025

Nalls Sherbakoff Group, LLC

$139M in tracked AUM across 442 positions as of Q4 2025.

NS

CIK 0001767500 · last filed Dec 31, 2025

Total AUM

$139M

as of Q4 2025

Holdings

442

—

positions

Whale Score

45

45

tracked

Activity

—

no data

changes this Q

AI Analysis · Q4 2025

Nalls Sherbakoff Group, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

01

SCHB

SCHWAB U.S. BROAD MARKET ETF

$21M809K15.3%02

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

$11M462K8.0%03

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

$6M117K4.5%04

SCHZ

SCHWAB US AGGREGATE BOND ETF

$5M225K3.8%05

VNQ

VANGUARD REAL ESTATE ETF

$5M53K3.4%06

GOOGL

ALPHABET INC CAP STK CL A

$3M11K2.4%07

ONB

OLD NATL BANCORP IND COM

$3M144K2.3%08

AAPL

APPLE INC COM

$3M12K2.3%09

CEF

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN