Nadler Financial Group, Inc.

Q1 2026 13F-HR Holdings

Location
Deerfield, IL
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$1,037,496
Net value change ($000)
-37,765 (-3.5%)
New positions
10
Sold out positions
17
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VLU 26,285 NEW
FNDF 7,499 15.5%
VTV 4,401 4.6%
VEA 4,258 9.8%
VO 2,685 3.2%
IJH 2,571 5.9%
PEP 1,606 308.8%
SPMD 1,297 NEW
XOM 1,027 101.3%
IAU 908 16.6%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -19,760 -83.7%
VUG -11,149 -16.0%
VONG -7,318 -11.3%
IWF -6,483 -12.3%
SCHG -5,684 -9.0%
MSFT -4,633 -30.5%
VOO -4,383 -6.9%
VTI -4,006 -5.2%
IWD -3,446 -11.8%
AAPL -2,844 -10.0%
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