Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Nadler Financial Group, Inc.

•CIK: 1541787•Filing: Q4 2025

Nadler Financial Group, Inc. manages $1.1B across a diversified portfolio of 142 positions. The firm exhibits significant concentration in core U.S. equity indices, with top holdings including VTV at $95.9M and VO at $83.5M. Further allocations are notable in VTI ($77.6M), VUG ($69.7M), and VONG ($64.5M). This structure suggests a systematic, large-cap growth and value orientation within the broad market landscape.

Total AUM

$1.1B

QoQ Performance

+2.5%

Positions

140

Top 10 Concentration

61.9%

Latest Filing

Q4 2025

Top Holdings Allocation

VTV

VO

VTI

VUG

VONG

VOO

SCHG

VTV8.9%

VO7.8%

VTI7.2%

VUG6.5%

VONG6.0%

VOO5.9%

SCHG5.8%

IWF4.9%

📈 Biggest Buys

Vanguard Value ETF

+3.2%

8.9% of portfolio

Vanguard FTSE Developed Markets ETF

+7.1%

4.1% of portfolio

Vanguard Mid-Cap ETF

+2.1%

7.8% of portfolio

Schwab Fundamental International Equity ETF

+3.0%

4.5% of portfolio

iShares Core S&P U.S. Value ETF

+2.6%

4.4% of portfolio

📉 Biggest Sells

Schwab U.S. Dividend Equity ETF

-6.1%

2.2% of portfolio

Vanguard Russell 1000 Growth ETF

-1.9%

6.0% of portfolio

Sprott Physical Silver Trust

-67.7%

0.1% of portfolio

iShares Russell 1000 Value ETF

-3.4%

2.7% of portfolio

Vanguard Total Stock Market ETF

-1.3%

7.2% of portfolio

Sector Breakdown

Other76.8%

ETF10.1%

Technology7.1%

Financial2.4%

Consumer1.9%

Healthcare0.8%

Industrial0.3%

Communication0.3%

🚪 Exited Positionssold since Q3 2025

Robinhood Markets Inc

SOLD

$557.0K

abrdn Physical Gold Shares ETF

SOLD

$502.8K

Fastenal Co

SOLD

$215.8K

Motorola Solutions Inc

SOLD

$211.7K

Changes from Q3 2025

NEW9 new positions

↑52 increased

↓51 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

Vanguard Value ETF

Vanguard Mid-Cap ETF

Vanguard Total Stock Market ETF

Vanguard Growth ETF

Vanguard Russell 1000 Growth ETF

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