Institutional Fund
Nadler Financial Group, Inc.
Deerfield, ILCIK 15417875 filings on record
Portfolio Value
$1.04B
Q1 2026
Holdings
135
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-3.5%
from $1.08B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds9.7%
- Vanguard Index Fds8.3%
- Vanguard Index Fds7.1%
- Vanguard Index Fds5.7%
- Vanguard Index Fds5.6%
- Schwab Strategic Tr5.5%
- Other58.0%
Portfolio Holdings
135 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 511.3K | $100.31M | 9.7% | +9.1K | Added |
| 2 | Vanguard Index Fds | 300.0K | $86.14M | 8.3% | +12.4K | Added |
| 3 | Vanguard Index Fds | 229.4K | $73.59M | 7.1% | −2.1K | Reduced |
| 4 | Vanguard Index Fds | 99.7K | $59.59M | 5.7% | −2.3K | Reduced |
| 5 | Vanguard Index Fds | 134.0K | $58.51M | 5.6% | −8.8K | Reduced |
| 6 | Schwab Strategic Tr | 1.96M | $57.19M | 5.5% | +35.8K | Added |
| 7 | Vanguard Scottsdale Fds | 521.4K | $57.19M | 5.5% | −8.5K | Reduced |
| 8 | Schwab Strategic Tr | 1.14M | $55.79M | 5.4% | +72.1K | Added |
| 9 | Vanguard Tax-Managed Fds | 748.0K | $47.93M | 4.6% | +48.9K | Added |
| 10 | Ishares Tr | 686.8K | $46.38M | 4.5% | +23.0K | Added |
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