SEC Form 13F

National Wealth Management Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$323,427,031
Positions226

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYMST STR P500ETF$22,685,874258,146
ISHARES TRIVVCORE S&P500 ETF$11,149,36214,888
NVIDIA CORPORATIONNVDACOM$10,514,98952,551
ISHARES TRIDEVCORE MSCI INTL$10,389,541116,723
T ROWE PRICE EXCHANGE-TRADEDTCAFCAP APPRECIATION$10,291,200250,394
INVESCO QQQ TRQQQUNIT SER 1$8,426,56011,443
ISHARES TRIJHCORE S&P MCP ETF$7,551,61997,933
T ROWE PRICE EXCHANGE-TRADEDTCHPPRICE BLUE CHIP$6,328,170126,336
SPDR SERIES TRUSTBILST STR BLO 1 ETF$6,122,72766,813
CAPITAL GROUP EQUITY ETF TRCGMMUS SM MI CA ETF$5,923,430179,661

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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