Nadler Financial Group, Inc.

Q4 2025 13F-HR Holdings

Location
Deerfield, IL
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$1,075,261
Net value change ($000)
+26,235 (2.5%)
New positions
9
Sold out positions
4
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VTV 5,120 5.6%
VEA 4,561 11.7%
FNDF 3,728 8.4%
IUSV 2,337 5.2%
GOOGL 2,002 27.8%
SCHG 1,744 2.9%
AAPL 1,560 5.8%
IVV 1,300 4.7%
VOO 1,202 1.9%
COF 1,090 14.0%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -1,423 -5.7%
MSFT -956 -5.9%
ORCL -881 -21.6%
PSLV -588 -51.3%
HOOD -557 -100.0%
VONG -542 -0.8%
SGOL -503 -100.0%
NVDA -491 -3.8%
NFLX -359 -22.1%
IWF -347 -0.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type