National Wealth Management Group, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 323,427
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 226 | 323,427 | 13F-HR | National Wealth Management Group, LLC |
| Q1 2026 | 5/11/2026 | 215 | 268,511 | 13F-HR | National Wealth Management Group, LLC |
| Q4 2025 | 1/12/2026 | 244 | 288,524 | 13F-HR | National Wealth Management Group, LLC |
| Q3 2025 | 10/31/2025 | 228 | 265,395 | 13F-HR | National Wealth Management Group, LLC |
| Q2 2025 | 9/25/2025 | 158 | 178,452 | 13F-HR | National Wealth Management Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 142.6 K | 44.1% | 32.73 K | 0 | 32.73 K |
| ETFs | 180.8 K | 55.9% | 22.18 K | 0 | 22.18 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
323,427
Holdings
226
QoQ value change ($000)
54,916
(20.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.