13F filer

National Wealth Management Group

As of Sep 30, 2026 Filed Oct 26, 2026 CIK 1977723 SEC filings ↗

13F Value

$347.1M

Positions

214

Top Position

SPYM7.6%

Top 5

20.0%

Latest filing changes

vs Jun 30, 2026

1 AVUS Avantis U.S. Equity ETF >999%+$8.3M

2 VGIT Vanguard Intermediate-Term Treasury ETF >999%+$3.7M

3 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +13.8%+$3.2M

4 VEA Vanguard Developed Markets Index Fund — ETF Shares +71.0%+$2.0M

5 SPMD State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF +47.8%+$1.8M

Holdings214

#
1	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	7.6%	$26.4M	+13.8%	293.7K	7.0%	ETF
2	NVDA NVIDIA	3.6%	$12.3M	+2.8%	54.0K	3.3%	Common Stock
3	IVV iShares Core S&P 500 ETF	3.3%	$11.4M	-0.1%	14.9K	3.4%	ETF
4	IDEV iShares Core MSCI International Developed Markets ETF	3.0%	$10.5M	+0.1%	116.9K	3.2%	ETF
5	TCAF T. Rowe Price Capital Appreciation Equity ETF	2.5%	$8.8M	-16.9%	208.0K	3.2%	ETF
6	AVUS Avantis U.S. Equity ETF	2.5%	$8.7M	>999%	67.6K	0.1%	ETF
7	QQQ Invesco QQQ Trust, Series 1	2.4%	$8.3M	-1.6%	11.3K	2.6%	ETF
8	AAPL Apple	2.2%	$7.5M	+18.1%	22.6K	1.7%	Common Stock
9	IJH iShares Core S&P Mid-Cap ETF	2.0%	$7.0M	-0.1%	97.9K	2.3%	ETF
10	BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF	1.8%	$6.1M	+0.3%	67.0K	1.9%	ETF
11	SPMD State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	1.6%	$5.6M	+47.8%	88.5K	1.3%	ETF
12	QQQM Invesco NASDAQ 100 ETF	1.5%	$5.1M	+5.8%	16.7K	1.5%	ETF
13	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.4%	$4.8M	-1.4%	12.7K	1.5%	ETF
14	VEA Vanguard Developed Markets Index Fund — ETF Shares	1.4%	$4.7M	+71.0%	66.5K	0.9%	ETF
15	VOO Vanguard 500 Index Fund — ETF Shares	1.2%	$4.2M	-0.2%	6.0K	1.3%	ETF
16	PLTR Palantir Technologies	1.2%	$4.1M	-0.3%	21.8K	0.8%	Common Stock
17	VGIT Vanguard Intermediate-Term Treasury ETF	1.2%	$4.0M	>999%	71.3K	0.1%	ETF
18	CGMM Capital Group U.S. Small and Mid Cap ETF — Share Class	1.2%	$4.0M	-27.6%	130.1K	1.8%	ETF
19	MU Micron Technology	1.2%	$4.0M	-7.2%	3.8K	1.5%	Common Stock
20	LRCX Lam Research Filing details 512807306 Sep 30, 2026 12,224 reported quantity $4,015,648 reported value	1.2%	$4.0M	+0.0%	12.2K	1.6%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing37

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.