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Home > Institutional Investor > National Wealth Management Group, Llc > Profile

Instuitional Investor - National Wealth Management Group, Llc

Fund Profile
Filing Period:
Fund Name: National Wealth Management Group, Llc
Portfolio Value $288,524,246
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
T Rowe Price Etf Inc
 351,421 $13,431,300 4.66%
2.
Ishares Trust
 IEF 16,083 $11,016,069 3.82%
3.
Nvidia Corp
 NVDA 58,164 $10,847,511 3.76%
4.
T Rowe Price Etf Inc
 213,260 $10,633,144 3.69%
5.
Invesco Qqq Tr
 11,741 $7,212,855 2.5%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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