Nadler Financial Group, Inc.

Q2 2026 13F-HR Holdings

Location
Deerfield, IL
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
149
Total value ($000)
$1,179,614
Net value change ($000)
+142,118 (13.7%)
New positions
18
Sold out positions
4
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 12,904 12.9%
VO 11,561 13.4%
SCHG 11,222 19.6%
VTI 10,949 14.9%
VONG 9,975 17.4%
VUG 8,989 15.4%
VOO 8,794 14.8%
VEA 7,544 15.7%
IWF 7,045 15.2%
IJH 6,262 13.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,041 -100.0%
PEP -1,699 -79.9%
MCD -1,225 -57.0%
IAU -1,105 -17.3%
GLD -488 -13.3%
T -485 -43.0%
SIVR -371 -37.6%
NFLX -357 -26.6%
COST -325 -9.3%
CEF -249 -23.4%
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