National Wealth Management Group, LLC - Portfolio Stock Holdings
National Wealth Management Group, LLC disclosed 244 stock positions in a recent SEC 13F filing. $320,477,177 of stock holdings were filed, with the largest holdings including SPYM, IVV, and NVDA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $534,944,698 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
244Est. Stock Holding Value:
$320,477,177Top Stock Holdings By Sector
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Portfolio Stock Holdings - National Wealth Management Group, LLC
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% of Portfolio
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