Nadler Financial Group
Nadler Financial Group reported 147 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are VTV (9.4%), VO (8.0%) and VTI (7.0%). Compared with Q2 2026, the fund opened new positions in DFAC, added to VTV, SCHG and IVV, trimmed VTI, VOO and VUG and sold out of XLI, ITA and MDLN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTV Vanguard Index Fds | $113M | 9.4% | 521K | +1,309 (+0%) | 8 of 8 | |
| 2 |  VO Vanguard Index Fds | $95.1M | 8.0% | 1.2M | No change | 8 of 8 | |
| 3 |  VTI Vanguard Total Stock Market ETF | $84.3M | 7.0% | 225K | −3,306 (−1%) | 8 of 8 | |
| 4 |  SCHG Schwab Strategic TR | $74.1M | 6.2% | 2.1M | +42K (+2%) | 8 of 8 | |
| 5 |  VOO Vanguard S&P 500 ETF | $69.3M | 5.8% | 99K | −714 (−1%) | 8 of 8 | |
| 6 |  VUG Vanguard Index Fds | $69.2M | 5.8% | 768K | −15K (−2%) | 8 of 8 | |
| 7 |  VONG Vanguard Russell 1000 | $67.5M | 5.6% | 523K | −2,138 (−0%) | 8 of 8 | |
| 8 |  FNDF Schwab Fundamental International Equity ETF | $62.3M | 5.2% | 1.2M | −11K (−1%) | 8 of 8 | |
| 9 |  VEA Vanguard Tax-Managed Fds | $54.6M | 4.6% | 773K | −5,265 (−1%) | 8 of 8 | |
| 10 |  IWF Ishares TR | $53.2M | 4.5% | 425K | −5,302 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $449K | 10K |
 XLI Select Sector Spdr TR | $290K | 1,565 |
 ITA Ishares US Aerospace | $272K | 1,120 |
 MDLN Medline Inc | $236K | 5,985 |
 NVMI Nova Ltd | $225K | 415 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Nadler Financial Group 13F FAQ
What does Nadler Financial Group own?
Nadler Financial Group reported 147 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are VTV (9.4%), VO (8.0%) and VTI (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Nadler Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 36 added to, 49 trimmed and 9 sold out. New positions include DFAC. It sold all of XLI, ITA and MDLN.
When will Nadler Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Nadler Financial Group's portfolio worth?
The Q3 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.