Nadler Financial Group, Inc.

Q3 2025 13F-HR Holdings

Location
Deerfield, IL
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
137
Total value ($000)
$1,049,026
Net value change ($000)
+72,344 (7.4%)
New positions
11
Sold out positions
6
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 14,281 57.5%
FNDF 10,339 30.2%
VTV 8,635 10.5%
VO 5,942 7.7%
IUSV 5,831 15.0%
AAPL 4,508 20.1%
SCHG 4,385 7.7%
VUG 3,669 5.6%
VONG 3,072 5.0%
IVV 2,671 10.8%
Top Reduces (Value $000, Stocks/ETFs)
IWD -9,458 -24.5%
SCHD -2,430 -8.8%
QQQ -1,161 -12.8%
SCHV -603 -12.6%
IJR -415 -100.0%
AMZN -388 -4.5%
CRM -294 -100.0%
COST -290 -8.4%
VONE -261 -5.9%
DE -255 -35.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type