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NADLER FINANCIAL GROUP, INC. 13F portfolio summary

NADLER FINANCIAL GROUP, INC. of NADLER FINANCIAL GROUP, INC. has 133 current stock holdings with a reported portfolio value of $1.04B. The portfolio 1 year return is +16.36%. Top holdings include VTV (9.67%), VO (8.30%), VTI (7.09%), VOO (5.74%), VUG (5.64%).

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NADLER FINANCIAL GROUP, INC.

NADLER FINANCIAL GROUP, INC.
Latest filing: 2026-03-31

NADLER FINANCIAL GROUP, INC. runs NADLER FINANCIAL GROUP, INC. and currently holds 133 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.04B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NADLER FINANCIAL GROUP, INC. ranks #776 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NADLER FINANCIAL GROUP, INC.'s portfolio at NADLER FINANCIAL GROUP, INC. has delivered returns of +16.36%. Their 3-year annualized return is +55.87%. Looking at the 5-year horizon, NADLER FINANCIAL GROUP, INC. has achieved +61.72% annualized returns at NADLER FINANCIAL GROUP, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.36%
#820/1000
3 Year
+55.87%
#737/1000
5 Year
+61.72%
#669/1000

Portfolio Value

$1.04B

Alpha Score

44.4

#776 of 1000

Holdings

133

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change