Nadler Financial Group, Inc. holds a focused book of 149 stocks worth $1.2B as of Q2 2026 (disclosed Jul 30, 2026, a ~45-day 13F lag). This quarter they opened Exxon Mobil Corp and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Value ETF at 10% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+15.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1541787/holdings"
Use Arkolith to show Nadler Financial Group, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.7 points over this window.
Growth of $10,000 cloning Nadler Financial Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Value ETF ETF | $113.2M | 519.5K | 9.6% | ▲+1.6% Added · +8K sh | |
| 2 | Vanguard Mid-Cap ETF ETF | $97.7M | 1.21M | 8.3% | ▲+304% Added · +913K sh | |
| 3 | Vanguard Total Stock Market ETF ETF | $84.5M | 228.4K | 7.2% | ▼−0.4% Reduced · −928 sh | |
| 4 | Schwab U.S. Large-Cap Growth ETF ETF | $68.4M | 2.02M | 5.8% | ▲+3.0% Added · +58K sh | |
| 5 | Vanguard S&P 500 ETF ETF | $68.4M | 99.6K | 5.8% | ▼−0.1% Reduced · −156 sh | |
| 6 | Vanguard Growth ETF ETF | $67.5M | 783.6K | 5.7% | ▲+485% Added · +650K sh | |
| 7 | Vanguard Russell 1000 Growth ETF ETF | $67.2M | 525.5K | 5.7% | ▲+0.8% Added · +4K sh | |
| 8 | Schwab Fundamental International Equity ETF ETF | $61.7M | 1.17M | 5.2% | ▲+2.6% Added · +30K sh | |
| 9 | Vanguard FTSE Developed Markets ETF ETF | $55.5M | 778.6K | 4.7% | ▲+4.1% Added · +31K sh | |
| 10 | iShares Russell 1000 Growth ETF ETF | $53.4M | 430.0K | 4.5% | ▲+296% Added · +321K sh | |
| 11 | iShares Core S&P Mid-Cap ETF ETF | $52.6M | 682.7K | 4.5% | ▼−0.6% Reduced · −4K sh | |
| 12 | iShares Core S&P U.S. Value ETF ETF | $48.9M | 443.5K | 4.1% | ▼−2.2% Reduced · −10K sh | |
| 13 | iShares Core S&P 500 ETF ETF | $34.7M | 46.3K | 2.9% | ▲+3.6% Added · +2K sh | |
| 14 | State Street SPDR S&P 1500 Value Tilt ETF ETF | $31.4M | 131.7K | 2.7% | ▲+7.7% Added · +9K sh | |
| 15 | iShares Russell 1000 Value ETF ETF | $29.0M | 119.7K | 2.5% | ▼−0.3% Reduced · −369 sh | |
| 16 | Apple Inc Stock | $28.7M | 99.2K | 2.4% | ▼−2.0% Reduced · −2K sh | |
| 17 | State Street SPDR S&P 500 ETF Trust ETF | $18.5M | 24.7K | 1.6% | ▼−1.8% Reduced · −455 sh | |
| 18 | Schwab U.S. Mid-Cap ETF ETF | $12.3M | 333.9K | 1.0% | ▲~0% Added · +102 sh | |
| 19 | Nvidia Corp Stock | $12.1M | 60.5K | 1.0% | ▲+1.9% Added · +1K sh | |
| 20 | Microsoft Corp Stock | $10.5M | 28.0K | 0.9% | ▼−1.5% Reduced · −428 sh | |
| 21 | Alphabet Inc Stock | $9.7M | 27.4K | 0.8% | ▼−1.5% Reduced · −415 sh | |
| 22 | Invesco QQQ Trust ETF | $8.5M | 11.5K | 0.7% | ▼−0.8% Reduced · −98 sh | |
| 23 | Amazon.com Inc Stock | $8.2M | 34.4K | 0.7% | ▼−0.8% Reduced · −295 sh | |
| 24 | iShares Russell Mid-Cap ETF ETF | $7.9M | 71.7K | 0.7% | ▲+2.8% Added · +2K sh | |
| 25 | Berkshire Hathaway Inc Stock | $7.8M | 15.5K | 0.7% | ▲+5.9% Added · +863 sh | |
| 26 | Capital One Financial Corp Stock | $7.2M | 36.0K | 0.6% | —Held | |
| 27 | iShares Gold Trust ETF | $5.3M | 70.0K | 0.4% | ▼−3.4% Reduced · −2K sh | |
| 28 | Tesla Inc Stock | $4.2M | 10.0K | 0.4% | ▼−0.4% Reduced · −41 sh | |
| 29 | WisdomTree U.S. LargeCap Dividend Fund ETF | $4.2M | 43.3K | 0.4% | ▼−0.3% Reduced · −151 sh | |
| 30 | Vanguard Russell 1000 ETF ETF | $4.0M | 11.7K | 0.3% | ▼−10% Reduced · −1K sh | |
| 31 | Schwab U.S. Dividend Equity ETF ETF | $3.9M | 122.2K | 0.3% | ▼−2.7% Reduced · −3K sh | |
| 32 | Vanguard Small-Cap ETF ETF | $3.7M | 12.1K | 0.3% | ▼−0.2% Reduced · −30 sh | |
| 33 | Schwab U.S. Large-Cap Value ETF ETF | $3.3M | 95.8K | 0.3% | ▼−0.8% Reduced · −815 sh | |
| 34 | SPDR Gold Shares ETF | $3.2M | 8.6K | 0.3% | ▲+1.2% Added · +105 sh | |
| 35 | Costco Wholesale Corp Stock | $3.2M | 3.4K | 0.3% | ▼−3.4% Reduced · −120 sh | |
| 36 | State Street SPDR Portfolio S&P 400 Mid Cap ETF ETF | $3.0M | 44.4K | 0.3% | ▲+103% Added · +23K sh | |
| 37 | Berkshire Hathaway Inc Stock | $3.0M | 4 | 0.3% | —Held | |
| 38 | Meta Platforms Inc Stock | $2.5M | 4.5K | 0.2% | ▼−1.1% Reduced · −50 sh | |
| 39 | iShares Russell 1000 ETF ETF | $2.5M | 6.1K | 0.2% | ▼−5.0% Reduced · −325 sh | |
| 40 | Oracle Corp Stock | $2.3M | 15.7K | 0.2% | ▼−1.3% Reduced · −204 sh | |
| 41 | Alphabet Inc Stock | $2.3M | 6.3K | 0.2% | ▼−5.5% Reduced · −366 sh | |
| 42 | Eli Lilly and Co Stock | $2.1M | 1.8K | 0.2% | ▲+2.1% Added · +36 sh | |
| 43 | iShares Russell Mid-Cap Growth ETF ETF | $2.1M | 14.4K | 0.2% | ▼−0.1% Reduced · −18 sh | |
| 44 | AbbVie Inc Stock | $1.9M | 7.7K | 0.2% | ▲+2.6% Added · +198 sh | |
| 45 | Invesco NASDAQ 100 ETF ETF | $1.9M | 6.2K | 0.2% | —Held | |
| 46 | JPMorgan Chase & Co Stock | $1.9M | 5.7K | 0.2% | ▼−1.2% Reduced · −68 sh | |
| 47 | Caterpillar Inc Stock | $1.8M | 1.7K | 0.2% | —Held | |
| 48 | State Street Technology Select Sector SPDR ETF ETF | $1.8M | 9.3K | 0.2% | —Held | |
| 49 | Vanguard Dividend Appreciation ETF ETF | $1.7M | 7.3K | 0.1% | —Held | |
| 50 | Exxon Mobil Corp Stock | $1.7M | 12.1K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 149 | $1.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 135 | $1.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 142 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 137 | $1.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 132 | $976.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 124 | $902.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 128 | $949.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 122 | $907.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.