National Wealth Management Group, LLC

13F filer · CIK 0001977723

Reported Jul 14, 2026

Net buyer this quarter

13F portfolio value$323MU.S. long equity reported on 13F

Positions12317 new · 11 closed

Net flow last quarter+$4.63MBuys minus sells

Top 10 positions weight18.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 2026123 positions
NVDANvidia Corp	$10.5M	3.25%	0.00%	+1.6%	Q4 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$10.4M	3.21%	Not reported	+46.4%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$8.43M	2.61%	Not reported	-1.1%	Q4 2021
AAPLApple Inc.	$5.54M	1.71%	0.00%	-2.1%	Q4 2021
LRCXLam Research Corp	$5.29M	1.64%	0.00%	-15.2%	Q2 2023
MUMicron Technology Inc	$4.7M	1.45%	0.00%	+38.5%	Q2 2025
SPMDSupermedia Inc.	$4.04M	1.25%	Not reported	+243.1%	Q2 2023
GLDSPDR Gold Trust	$4M	1.24%	0.00%	-5.8%	Q1 2022
TSLATesla, Inc.	$3.77M	1.17%	0.00%	+4.6%	Q4 2021
GOOGLAlphabet Inc.	$3.47M	1.07%	0.00%	-2.1%	Q4 2021
WDCWestern Digital Corp	$3.16M	0.98%	0.00%	-29.4%	Q4 2023
MSFTMicrosoft Corp	$3.11M	0.96%	0.00%	-19.8%	Q4 2021
AMZNAmazon Com Inc	$3.1M	0.96%	0.00%	-1.9%	Q4 2021
SPRXGuided Therapeutics Inc	$3.1M	0.96%	Not reported	+108.8%	Q3 2025
QTUMQuantum Group Inc	$2.86M	0.88%	Not reported	+57.8%	Q1 2025
STXSeagate Technology Holdings plc	$2.7M	0.83%	0.00%	-2.4%	Q4 2021
AMDAdvanced Micro Devices Inc	$2.68M	0.83%	0.00%	-1.4%	Q2 2022
PLTRPalantir Technologies Inc.	$2.55M	0.79%	0.00%	-6.2%	Q2 2023
SLViShares Silver Trust	$2.49M	0.77%	0.01%	-4.7%	Q3 2024
BRK.BBerkshire Hathaway Inc	$2.4M	0.74%	Not reported	-2.2%	Q4 2021
ADIAnalog Devices Inc	$2.38M	0.73%	0.00%	-2.7%	Q2 2025
GEGeneral Electric Co	$2.21M	0.68%	0.00%	-0.6%	Q2 2024
AMATApplied Materials Inc	$2.02M	0.63%	0.00%	-15.1%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$1.98M	0.61%	Not reported	-9.6%	Q4 2021
AVGOBroadcom Inc.	$1.86M	0.57%	0.00%	-4.0%	Q4 2024
METAMeta Platforms, Inc.	$1.77M	0.55%	Not reported	-33.7%	Q4 2021
TERTeradyne, Inc	$1.56M	0.48%	0.00%	-2.6%	Q2 2024
PGPROCTER & GAMBLE Co	$1.42M	0.44%	0.00%	-2.8%	Q4 2021
HWMHowmet Aerospace Inc.	$1.29M	0.40%	0.00%	+52.8%	Q2 2024
VRTVertiv Holdings Co	$1.14M	0.35%	0.00%	-5.5%	Q2 2025
UNHUnitedhealth Group Inc	$1.14M	0.35%	0.00%	-0.7%	Q2 2025
ANETArista Networks, Inc.	$1.13M	0.35%	0.00%	-2.0%	Q2 2024
MPWRMonolithic Power Systems, Inc.	$1.12M	0.35%	0.00%	-2.8%	Q1 2025
JPMJPMorgan Chase & Co	$1.01M	0.31%	0.00%	-7.9%	Q4 2022
SCCOSouthern Copper Corp/	$998K	0.31%	0.00%	-5.7%	Q4 2025
LLYELI LILLY & Co	$963K	0.30%	0.00%	-2.2%	Q2 2022
WMTWalmart Inc.	$955K	0.30%	0.00%	-4.4%	Q4 2021
AMGNAmgen Inc	$916K	0.28%	0.00%	-24.4%	Q4 2025
GOOGAlphabet Inc.	$881K	0.27%	Not reported	-6.7%	Q3 2022
EMBJEmbraer S.A.	$772K	0.24%	0.00%	+0.2%	Q4 2023
LHXL3harris Technologies, Inc.	$771K	0.24%	0.00%	-3.1%	Q3 2025
FBTCFidelity Wise Origin Bitcoin Fund	$729K	0.23%	0.01%	-13.1%	Q4 2024
LNGCheniere Energy, Inc.	$708K	0.22%	0.00%	0.0%	Q1 2025
PFGPrincipal Financial Group Inc	$644K	0.20%	0.00%	-18.7%	Q4 2025
SHOPShopify Inc.	$634K	0.20%	0.00%	+189.1%	Q2 2023
VVisa Inc.	$609K	0.19%	0.00%	-8.9%	Q3 2025
UGAUnited States Gasoline Fund, LP	$591K	0.18%	0.50%	-15.3%	Q3 2024
APHAmphenol Corp	$576K	0.18%	0.00%	-8.1%	Q2 2024
FCXFreeport-Mcmoran Inc	$555K	0.17%	0.00%	-6.3%	Q1 2024
CTASCintas Corp	$544K	0.17%	0.00%	0.0%	Q4 2021

Q1 2026Reported May 11, 2026116 positions
NVDANvidia Corp	$9.02M	3.36%	0.00%	-11.1%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$6.68M	2.49%	Not reported	-1.4%	Q4 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$6.66M	2.48%	Not reported	+62.4%	Q4 2022
AAPLApple Inc.	$4.96M	1.85%	0.00%	-6.1%	Q4 2021
GLDSPDR Gold Trust	$4.96M	1.85%	0.00%	-6.4%	Q1 2022
MSFTMicrosoft Corp	$3.85M	1.43%	0.00%	-5.6%	Q4 2021
PLTRPalantir Technologies Inc.	$3.42M	1.27%	0.00%	-13.4%	Q2 2023
SLViShares Silver Trust	$3.33M	1.24%	0.01%	-23.6%	Q3 2024
TSLATesla, Inc.	$3.18M	1.19%	0.00%	-7.8%	Q4 2021
LRCXLam Research Corp	$3.08M	1.15%	0.00%	-1.0%	Q2 2023
GOOGLAlphabet Inc.	$2.85M	1.06%	0.00%	-8.8%	Q4 2021
AMZNAmazon Com Inc	$2.76M	1.03%	0.00%	-21.1%	Q4 2021
METAMeta Platforms, Inc.	$2.71M	1.01%	Not reported	-42.6%	Q4 2021
BRK.BBerkshire Hathaway Inc	$2.35M	0.88%	Not reported	-52.8%	Q4 2021
ADIAnalog Devices Inc	$1.96M	0.73%	0.00%	-25.8%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$1.91M	0.71%	Not reported	-19.4%	Q4 2021
WDCWestern Digital Corp	$1.9M	0.71%	0.00%	-17.4%	Q4 2023
GEGeneral Electric Co	$1.69M	0.63%	0.00%	-16.8%	Q2 2024
SHLDSears Holdings Corp	$1.6M	0.60%	0.02%	+24.4%	Q4 2024
AVGOBroadcom Inc.	$1.59M	0.59%	0.00%	-2.1%	Q4 2024
PGPROCTER & GAMBLE Co	$1.44M	0.54%	0.00%	-2.4%	Q4 2021
AMGNAmgen Inc	$1.18M	0.44%	0.00%	-28.3%	Q4 2025
QTUMQuantum Group Inc	$1.18M	0.44%	Not reported	-12.7%	Q1 2025
AMATApplied Materials Inc	$1.13M	0.42%	0.00%	-28.5%	Q1 2024
STXSeagate Technology Holdings plc	$1.12M	0.42%	0.00%	-20.4%	Q4 2021
WMTWalmart Inc.	$1.1M	0.41%	0.00%	+0.2%	Q4 2021
SCCOSouthern Copper Corp/	$1.03M	0.39%	0.00%	-33.2%	Q4 2025
SPMDSupermedia Inc.	$1.03M	0.38%	Not reported	-4.8%	Q2 2023
MUMicron Technology Inc	$993K	0.37%	0.00%	-21.2%	Q2 2025
JPMJPMorgan Chase & Co	$986K	0.37%	0.00%	-1.2%	Q4 2022
TERTeradyne, Inc	$980K	0.36%	0.00%	-31.1%	Q2 2024
FBTCFidelity Wise Origin Bitcoin Fund	$971K	0.36%	0.01%	-6.7%	Q4 2024
AMDAdvanced Micro Devices Inc	$951K	0.35%	0.00%	-5.2%	Q2 2022
LHXL3harris Technologies, Inc.	$945K	0.35%	0.00%	+43.4%	Q3 2025
MPWRMonolithic Power Systems, Inc.	$912K	0.34%	0.00%	-37.6%	Q1 2025
SPRXGuided Therapeutics Inc	$911K	0.34%	Not reported	+24.5%	Q3 2025
VRTVertiv Holdings Co	$905K	0.34%	0.00%	-35.7%	Q2 2025
LNGCheniere Energy, Inc.	$840K	0.31%	0.00%	-0.5%	Q1 2025
ANETArista Networks, Inc.	$835K	0.31%	0.00%	-22.4%	Q2 2024
GOOGAlphabet Inc.	$767K	0.29%	Not reported	-12.6%	Q3 2022
LLYELI LILLY & Co	$755K	0.28%	0.00%	-3.1%	Q2 2022
UNHUnitedhealth Group Inc	$747K	0.28%	0.00%	-0.2%	Q2 2025
COPConocophillips	$722K	0.27%	0.00%	-14.0%	Q2 2023
HWMHowmet Aerospace Inc.	$721K	0.27%	0.00%	-36.6%	Q2 2024
EMBJEmbraer S.A.	$717K	0.27%	0.00%	0.0%	Q4 2023
UGAUnited States Gasoline Fund, LP	$701K	0.26%	0.48%	-7.0%	Q3 2024
PFGPrincipal Financial Group Inc	$662K	0.25%	0.00%	-35.1%	Q4 2025
HONHoneywell International Inc	$600K	0.22%	0.00%	-15.3%	Q4 2021
VVisa Inc.	$589K	0.22%	0.00%	-5.9%	Q3 2025
ENBEnbridge Inc	$557K	0.21%	0.00%	-13.4%	Q4 2021

Q4 2025Reported Jan 12, 2026148 positions
NVDANvidia Corp	$10.8M	3.76%	0.00%	+5.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$7.21M	2.50%	Not reported	-4.9%	Q4 2021
AAPLApple Inc.	$5.66M	1.96%	0.00%	+1.1%	Q4 2021
METAMeta Platforms, Inc.	$5.45M	1.89%	Not reported	+4.2%	Q4 2021
MSFTMicrosoft Corp	$5.32M	1.84%	0.00%	-0.4%	Q4 2021
BRK.BBerkshire Hathaway Inc	$5.23M	1.81%	Not reported	+0.4%	Q4 2021
GLDSPDR Gold Trust	$4.88M	1.69%	0.00%	-2.7%	Q1 2022
PLTRPalantir Technologies Inc.	$4.79M	1.66%	0.00%	+1.5%	Q2 2023
TSLATesla, Inc.	$4.18M	1.45%	0.00%	-0.9%	Q4 2021
SLViShares Silver Trust	$4.13M	1.43%	0.01%	-24.4%	Q3 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$4.05M	1.40%	Not reported	+11.8%	Q4 2022
AMZNAmazon Com Inc	$3.88M	1.34%	0.00%	-1.0%	Q4 2021
GOOGLAlphabet Inc.	$3.4M	1.18%	0.00%	-11.6%	Q4 2021
LRCXLam Research Corp	$2.49M	0.86%	0.00%	-27.6%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$2.48M	0.86%	Not reported	-14.4%	Q4 2021
ADIAnalog Devices Inc	$2.25M	0.78%	0.00%	+184.8%	Q2 2025
GEGeneral Electric Co	$2.21M	0.77%	0.00%	-3.2%	Q2 2024
AVGOBroadcom Inc.	$1.81M	0.63%	0.00%	-35.8%	Q4 2024
AMGNAmgen Inc	$1.53M	0.53%	0.00%	New	Q4 2025
PGPROCTER & GAMBLE Co	$1.46M	0.51%	0.00%	-0.2%	Q4 2021
WDCWestern Digital Corp	$1.46M	0.51%	0.00%	Not reported	Q4 2023
QTUMQuantum Group Inc	$1.38M	0.48%	Not reported	+18.2%	Q1 2025
FBTCFidelity Wise Origin Bitcoin Fund	$1.34M	0.47%	0.01%	+92.4%	Q4 2024
SCCOSouthern Copper Corp/	$1.28M	0.44%	0.00%	New	Q4 2025
MPWRMonolithic Power Systems, Inc.	$1.21M	0.42%	0.00%	+7.4%	Q1 2025
AMATApplied Materials Inc	$1.18M	0.41%	0.00%	+275.5%	Q1 2024
SHLDSears Holdings Corp	$1.17M	0.41%	0.02%	+16.5%	Q4 2024
ANETArista Networks, Inc.	$1.15M	0.40%	0.00%	-1.4%	Q2 2024
JPMJPMorgan Chase & Co	$1.09M	0.38%	0.00%	-0.3%	Q4 2022
MUMicron Technology Inc	$1.06M	0.37%	0.00%	+37.4%	Q2 2025
SPMDSupermedia Inc.	$1.06M	0.37%	Not reported	+3.2%	Q2 2023
AMDAdvanced Micro Devices Inc	$1.06M	0.37%	0.00%	-28.1%	Q2 2022
HWMHowmet Aerospace Inc.	$1.01M	0.35%	0.00%	-10.2%	Q2 2024
PFGPrincipal Financial Group Inc	$998K	0.35%	0.01%	New	Q4 2025
ORCLOracle Corp	$993K	0.34%	0.00%	+2.4%	Q1 2023
STXSeagate Technology Holdings plc	$990K	0.34%	0.00%	Not reported	Q4 2021
WMTWalmart Inc.	$980K	0.34%	0.00%	-19.4%	Q4 2021
GOOGAlphabet Inc.	$961K	0.33%	Not reported	+0.9%	Q3 2022
TERTeradyne, Inc	$929K	0.32%	0.00%	Not reported	Q2 2024
UNHUnitedhealth Group Inc	$913K	0.32%	0.00%	-47.0%	Q2 2025
LLYELI LILLY & Co	$910K	0.32%	0.00%	-28.9%	Q2 2022
VRTVertiv Holdings Co	$910K	0.32%	0.00%	Not reported	Q2 2025
AXPAmerican Express Co	$856K	0.30%	0.00%	+155.5%	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$800K	0.28%	0.00%	Not reported	Q2 2024
ABNBAirbnb, Inc.	$796K	0.28%	Not reported	New	Q4 2025
SPRXGuided Therapeutics Inc	$791K	0.27%	Not reported	+205.3%	Q3 2025
USBUS Bancorp \de\	$779K	0.27%	0.00%	New	Q4 2025
EMBJEmbraer S.A.	$777K	0.27%	0.00%	0.0%	Q4 2023
DDOGDatadog, Inc.	$777K	0.27%	0.01%	Not reported	Q2 2025
FCXFreeport-Mcmoran Inc	$763K	0.26%	0.00%	Not reported	Q1 2024

Q3 2025Reported Oct 31, 2025133 positions
NVDANvidia Corp	$10.3M	3.89%	0.00%	+29.8%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$7.41M	2.79%	Not reported	+5.1%	Q4 2021
METAMeta Platforms, Inc.	$5.82M	2.19%	Not reported	+25.0%	Q4 2021
MSFTMicrosoft Corp	$5.72M	2.16%	0.00%	+114.7%	Q4 2021
AAPLApple Inc.	$5.25M	1.98%	0.00%	+49.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$5.21M	1.96%	Not reported	+1.3%	Q4 2021
PLTRPalantir Technologies Inc.	$4.85M	1.83%	0.00%	+6.0%	Q2 2023
GLDSPDR Gold Trust	$4.5M	1.70%	0.00%	+79.0%	Q1 2022
TSLATesla, Inc.	$4.17M	1.57%	0.00%	+10.9%	Q4 2021
AMZNAmazon Com Inc	$3.73M	1.40%	0.00%	+19.1%	Q4 2021
SLViShares Silver Trust	$3.59M	1.35%	0.02%	+585.2%	Q3 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$3.52M	1.33%	Not reported	+11.8%	Q4 2022
GOOGLAlphabet Inc.	$2.99M	1.13%	0.00%	+19.8%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$2.83M	1.07%	Not reported	+301.0%	Q4 2021
AVGOBroadcom Inc.	$2.69M	1.01%	0.00%	+68.3%	Q4 2024
LRCXLam Research Corp	$2.69M	1.01%	0.00%	+15.4%	Q2 2023
GEGeneral Electric Co	$2.23M	0.84%	0.00%	+17.8%	Q2 2024
UNHUnitedhealth Group Inc	$1.8M	0.68%	0.00%	+130.5%	Q2 2025
PGPROCTER & GAMBLE Co	$1.57M	0.59%	0.00%	+7.4%	Q4 2021
APHAmphenol Corp	$1.55M	0.58%	0.00%	Not reported	Q2 2024
ORCLOracle Corp	$1.4M	0.53%	0.00%	+230.0%	Q1 2023
ANETArista Networks, Inc.	$1.3M	0.49%	0.00%	Not reported	Q2 2024
SPGIS&P Global Inc.	$1.21M	0.46%	0.00%	New	Q3 2025
MPWRMonolithic Power Systems, Inc.	$1.15M	0.43%	0.00%	-3.7%	Q1 2025
WMTWalmart Inc.	$1.13M	0.42%	0.00%	Not reported	Q4 2021
QTUMQuantum Group Inc	$1.12M	0.42%	Not reported	+49.7%	Q1 2025
AMDAdvanced Micro Devices Inc	$1.11M	0.42%	0.00%	+100.6%	Q2 2022
SHLDSears Holdings Corp	$1.09M	0.41%	0.01%	+36.0%	Q4 2024
LHXL3harris Technologies, Inc.	$1.09M	0.41%	0.00%	New	Q3 2025
HWMHowmet Aerospace Inc.	$1.08M	0.41%	0.00%	-10.2%	Q2 2024
JPMJPMorgan Chase & Co	$1.07M	0.40%	0.00%	-11.6%	Q4 2022
SPMDSupermedia Inc.	$1.02M	0.38%	Not reported	-2.8%	Q2 2023
IBITiShares Bitcoin Trust ETF	$924K	0.35%	0.00%	New	Q3 2025
MRVLMarvell Technology, Inc.	$924K	0.35%	0.00%	Not reported	Q4 2024
FBTCFidelity Wise Origin Bitcoin Fund	$915K	0.34%	0.00%	+100.6%	Q4 2024
LLYELI LILLY & Co	$909K	0.34%	0.00%	+146.6%	Q2 2022
EMREmerson Electric Co	$908K	0.34%	0.00%	New	Q3 2025
ADSKAutodesk, Inc.	$841K	0.32%	0.00%	New	Q3 2025
MSTRStrategy Inc	$815K	0.31%	Not reported	New	Q3 2025
BLKBlackRock, Inc.	$801K	0.30%	0.00%	New	Q3 2025
LOWLowes Companies Inc	$792K	0.30%	0.00%	Not reported	Q4 2021
TJXTJX Companies Inc	$774K	0.29%	0.00%	New	Q3 2025
NUENucor Corp	$753K	0.28%	0.00%	New	Q3 2025
GOOGAlphabet Inc.	$739K	0.28%	Not reported	+145.8%	Q3 2022
LNGCheniere Energy, Inc.	$731K	0.28%	0.00%	+171.5%	Q1 2025
EMBJEmbraer S.A.	$729K	0.27%	0.00%	Not reported	Q4 2023
ADIAnalog Devices Inc	$715K	0.27%	0.00%	+24.1%	Q2 2025
TRVTravelers Companies, Inc.	$713K	0.27%	0.00%	New	Q3 2025
NTAPNetApp, Inc.	$712K	0.27%	0.00%	Not reported	Q2 2023
PHMPultegroup Inc	$705K	0.27%	0.00%	Not reported	Q4 2022

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