Michael A. Nadler

Nadler Financial Group, Inc.

Assets Managed

$1.037B

Holdings

135

Last Quarter

2026 - Q1

Filed Date

17d ago

Growth Rate

-3.51%(2Q avg: -0.5%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Nadler Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Nadler Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.037B in assets, with a quarterly growth rate of -3.51% and a 2-quarter average growth rate of -0.5%. The portfolio is managed by Michael A. Nadler, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VTV Vanguard Value Etf Recent Activity Increased 1.82%	9.67%	$100.314M 511,287 shares@ $196.2 avg price	Increased 1.82%
VO Vanguard Mid-cap Etf Recent Activity Increased 4.31%	8.31%	$86.14M 299,951 shares@ $287.19 avg price	Increased 4.31%
VTI Vanguard Total Stock Mkt Etf Recent Activity Decreased -0.88%	7.1%	$73.587M 229,378 shares@ $320.82 avg price	Decreased -0.88%
VOO Vanguard S&p 500 Etf Recent Activity Decreased -2.24%	5.75%	$59.591M 99,725 shares@ $597.56 avg price	Decreased -2.24%
VUG Vanguard Growth Etf Recent Activity Decreased -6.18%	5.64%	$58.51M 133,954 shares@ $436.79 avg price	Decreased -6.18%
SCHG Schwab Us Large-cap Growth Recent Activity Increased 1.86%	5.52%	$57.194M 1.963M shares@ $29.13 avg price	Increased 1.86%
VONG Vanguard Russell 1000 Growth Recent Activity Decreased -1.59%	5.52%	$57.194M 521,411 shares@ $109.7 avg price	Decreased -1.59%
FNDF Schwab Fndmn Intl Lrg Co Etf Recent Activity Increased 6.75%	5.38%	$55.79M 1.14M shares@ $48.93 avg price	Increased 6.75%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 7%	4.62%	$47.929M 747,961 shares@ $64.09 avg price	Increased 7%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 3.47%	4.48%	$46.383M 686,849 shares@ $67.54 avg price	Increased 3.47%

1-10 of 135