National Wealth Management Group, LLC
National Wealth Management Group, LLC reported 226 positions worth $323.4M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: SPYM (7.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $22.7M | 7.01% | 258,146 | — | — | |
| ▸ 2 | IVV | SH | $11.1M | 3.45% | 14,888 | — | — | |
| ▸ 3 | NVDA | SH | $10.5M | 3.25% | 52,551 | — | — | |
| ▸ 4 | IDEV | SH | $10.4M | 3.21% | 116,723 | — | — | |
| ▸ 5 | TCAF | SH | $10.3M | 3.18% | 250,394 | — | — | |
| ▸ 6 | QQQ | SH | $8.4M | 2.61% | 11,443 | — | — | |
| ▸ 7 | IJH | SH | $7.6M | 2.33% | 97,933 | — | — | |
| ▸ 8 | TCHP | SH | $6.3M | 1.96% | 126,336 | — | — | |
| ▸ 9 | BIL | SH | $6.1M | 1.89% | 66,813 | — | — | |
| ▸ 10 | CGMM | SH | $5.9M | 1.83% | 179,661 | — | — |
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Frequently Asked Questions
What stocks does National Wealth Management Group, LLC hold as of Q2 2026?
National Wealth Management Group, LLC reported 226 positions worth $323.4M in its Q2 2026 13F filing. Largest positions: SPYM (7.0%), IVV (3.4%), NVDA (3.3%), IDEV (3.2%) and TCAF (3.2%).
What did National Wealth Management Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did National Wealth Management Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.