National Wealth Management Group, LLC
•CIK: 1977723•Filing: Q4 2025
**National Wealth Management Group, LLC** manages $289M across a diversified portfolio of 244 positions. The fund exhibits significant concentration in technology and growth sectors, highlighted by top holdings including TCAF ($13.4M) and IVV ($11.0M). Further allocations are notable in NVDA ($10.8M) and TCHP ($10.6M), suggesting a strategic tilt toward high-growth, market-leading equities. This positioning reflects a conviction in established technology leaders and sector-specific opportunities.
Total AUM
$288.5M
QoQ Performance
+8.7%
Positions
185
Top 10 Concentration
30.0%
Latest Filing
Q4 2025
Top Holdings Allocation
TCAF4.7%
IVV3.8%
NVDA3.8%
TCHP3.7%
NDQ2.5%
CGMM2.4%
QQQM2.2%
SPYM2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.6%
Technology14.2%
ETF5.9%
Consumer4.3%
Financial3.2%
Healthcare1.8%
Industrial1.1%
Communication0.6%
🚪 Exited Positionssold since Q3 2025
+64 more exited positions
Changes from Q3 2025
NEW41 new positions
↑74 increased
↓82 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023