StockDriftsStockDriftsTop 50 National Wealth Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 7.01% | 258.1K | $22.7M | +112.95%(+136.92K) | $77.13(+18.31%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.45% | 14.9K | $11.1M | -1.30%(-196) | $520.43(+49.67%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.25% | 52.6K | $10.5M | +1.59%(+824) | $86.38(+161.72%) | 2026-06-30 | |
| IDEV | ISHARES TR | 3.21% | 116.7K | $10.4M | +46.41%(+37.00K) | $76.08(+22.77%) | 2026-06-30 | |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 3.18% | 250.4K | $10.3M | -29.37%(-104.13K) | $30.93(+38.85%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.61% | 11.4K | $8.4M | -1.13%(-131) | $407.60(+79.71%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.33% | 97.9K | $7.6M | +20.39%(+16.59K) | $62.76(+25.15%) | 2026-06-30 | |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | 1.96% | 126.3K | $6.3M | -39.29%(-81.76K) | $34.66(+49.43%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 1.89% | 66.8K | $6.1M | +18.18%(+10.28K) | $91.58(-0.04%) | 2026-06-30 | |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 1.83% | 179.7K | $5.9M | -28.11%(-70.24K) | $28.55(+18.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.47% | +58.00% | — | — | +37.30% |
| Top 20 Holdings Unweighted | +16.53% | +58.26% | — | — | +38.65% |
National Wealth Management Group, LLC reports $323.43M in US-listed equity holdings across 226 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (7.0%), IVV (3.5%) and NVDA (3.3%). The top 20 holdings account for 44.82% of reported assets. Its disclosed equity book has returned +58.00% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from National Wealth Management Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1977723). View National Wealth Management Group, LLC’s 13F filings on SEC