Nadler Financial Group, Inc.

Q3 2026 13F-HR Holdings

Location
Deerfield, IL
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
147
Total value ($000)
$1,195,835
Net value change ($000)
+16,221 (1.4%)
New positions
7
Sold out positions
9
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
Space Exploration Technologies Corp 8,468 2138.4%
SCHG 5,724 8.4%
MSFT 3,512 33.6%
AAPL 2,934 10.2%
NVDA 1,806 14.9%
VUG 1,736 2.6%
VLU 1,435 4.6%
IVV 1,031 3.0%
VOO 899 1.3%
META 879 34.9%
Top Reduces (Value $000, Stocks/ETFs)
IJH -4,165 -7.9%
VO -2,574 -2.6%
IUSV -1,123 -2.3%
SCHM -1,061 -8.6%
TSLA -945 -22.5%
VEA -870 -1.6%
VTV -678 -0.6%
DFAC -449 -100.0%
CAT -426 -23.9%
IWR -380 -4.8%
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