13F Insight
DOSSIER · 13F-HR · Q2 2026

National Wealth Management Group, LLC

$323M in tracked AUM across 226 positions as of Q2 2026.

NW
CIK 0001977723 · last filed Jun 30, 2026
Total AUM
$323M
as of Q2 2026
Holdings
226
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

National Wealth Management Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$23M258K7.0%02
IVV
ISHARES TR
$11M15K3.4%03
NVDA
NVIDIA CORPORATION
$11M53K3.3%04
IDEV
ISHARES TR
$10M117K3.2%05
TCAF
T ROWE PRICE EXCHANGE-TRADED
$10M250K3.2%06
QQQ
INVESCO QQQ TR
$8M11K2.6%07
IJH
ISHARES TR
$8M98K2.3%08
TCHP
T ROWE PRICE EXCHANGE-TRADED
$6M126K2.0%09
BIL
SPDR SERIES TRUST
$6M67K1.9%10
CGMM
CAPITAL GROUP EQUITY ETF TR
$6M180K1.8%

Filing history

2026Q2Jun 30
$323M▲ 20.5%
226 positionsView →2026Q1Mar 31
$269M▼ 6.9%
215 positionsView →2025Q4Dec 31
$289M▲ 87.8%
244 positionsView →2025Q3Sep 30
$154M▼ 13.9%
122 positionsView →2025Q2Jun 30
$178M▲ 17.3%
158 positionsLocked2025Q1Mar 31
$152M▲ 1.2%
145 positionsLocked2024Q4Dec 31
$150M▲ 1.8%
146 positionsLocked2024Q3Sep 30
$148M▲ 12.5%
141 positionsLocked2024Q2Jun 30
$131M▲ 2.1%
130 positionsLocked2024Q1Mar 31
$129M▲ 24.4%
133 positionsLocked2023Q4Dec 31
$103M▲ 12.4%
133 positionsLocked2023Q3Sep 30
$92M▼ 4.4%
124 positionsLocked
Showing 12 of 19