National Wealth Management Group
National Wealth Management Group reported 214 stocks worth $347M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are SPYM (7.6%), NVDA (3.6%) and IVV (3.3%). Compared with Q2 2026, the fund opened new positions in VTIP, VGSH and AVDE, added to SPYM, NVDA and IDEV, trimmed IVV, TCAF and QQQ and sold out of XMVM, OUSM and COP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $26.4M | 7.6% | 294K | +36K (+14%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $12.3M | 3.6% | 54K | +1,495 (+3%) | 8 of 8 | |
| 3 |  IVV Ishares TR | $11.4M | 3.3% | 15K | −22 (−0%) | 8 of 8 | |
| 4 |  IDEV Ishares TR | $10.5M | 3.0% | 117K | +165 (+0%) | 8 of 8 | |
| 5 |  TCAF T. Rowe Price Capital Appreciation Equity ETF | $8.8M | 2.5% | 208K | −42K (−17%) | 8 of 8 | |
| 6 |  AVUS Avantis U.s. Equity ETF | $8.7M | 2.5% | 68K | +65K (+2709%) | 2 of 8 | |
| 7 |  QQQ Invesco Qqq TR | $8.3M | 2.4% | 11K | −182 (−2%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $7.5M | 2.2% | 23K | +3,474 (+18%) | 8 of 8 | |
| 9 |  IJH Ishares TR | $7M | 2.0% | 98K | No change | 8 of 8 | |
| 10 |  BIL ST Stert Spdr Blmbg 1 3 | $6.1M | 1.8% | 67K | +191 (+0%) | 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 |
|---|---|---|
 XMVM Invesco S&P Midcap Value With Momentum ETF | $662K | 9,332 |
 OUSM Alps Oshares | $550K | 12K |
 COP Conocophillips | $542K | 5,215 |
 VBR Vanguard Index Fds | $468K | 1,926 |
 FG F&G ANNUITIES & LIFE INC | $465K | 17K |
🔒 Free account: see all 30.
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 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →National Wealth Management Group 13F FAQ
What does National Wealth Management Group own?
National Wealth Management Group reported 214 stocks worth $347M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are SPYM (7.6%), NVDA (3.6%) and IVV (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did National Wealth Management Group buy and sell in Q3 2026?
Compared with Q2 2026: 26 new positions, 83 added to, 91 trimmed and 38 sold out. New positions include VTIP, VGSH and AVDE. It sold all of XMVM, OUSM and COP.
When will National Wealth Management 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 National Wealth Management Group's portfolio worth?
The Q3 2026 filing reports $347M 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.