13F Filings History of National Wealth Management Group, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$288,524,246
Signature - Title
Nancy Johnson Jones - Chief Compliance Officer
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by National Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. National Wealth Management Group, LLC reported 244 stock holdings with total value $288,524,246 as of Q4 2025. Top holdings included TCAF, IVV, NVDA, TCHP, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 244 $288,524,246 +$64,184,975 -$46,190,773 +$17,994,202 TCAF, IVV, NVDA, TCHP, QQQ 13F-HR 12 Jan 2026, 15:06
Q3 2025 228 $265,394,538 +$87,524,595 -$15,910,252 +$71,614,343 TCAF, TCHP, IVV, NVDA, QQQ 13F-HR 31 Oct 2025, 15:02
Q2 2025 158 $178,452,214 +$24,894,291 -$15,166,579 +$9,727,712 TCAF, TCHP, IVV, NVDA, QQQ 13F-HR 25 Sep 2025, 12:21
Q1 2025 145 $152,082,801 +$33,192,886 -$26,143,218 +$7,049,668 TCAF, TCHP, IVV, QQQ, BRKB 13F-HR 15 May 2025, 13:50
Q4 2024 146 $150,238,945 +$31,825,155 -$28,137,155 +$3,688,000 TCAF, TCHP, IVV, QQQ, NVDA 13F-HR 12 Feb 2025, 15:30
Q3 2024 141 $147,633,785 +$37,068,751 -$25,905,976 +$11,162,775 TCHP, TCAF, IVV, BIL, CGXU 13F-HR 13 Nov 2024, 16:50
Q2 2024 130 $131,266,100 +$24,934,422 -$22,845,270 +$2,089,152 TCHP, TCAF, IVV, CGXU, NVDA 13F-HR 09 Aug 2024, 11:00
Q1 2024 133 $128,529,841 +$40,697,962 -$22,236,552 +$18,461,410 TCHP, TCAF, CGXU, SCHO, QQQ 13F-HR 17 May 2024, 12:22
Q4 2023 133 $103,355,504 +$22,685,206 -$18,071,404 +$4,613,802 QQQ, AMZN, COWZ, BND, QQQM 13F-HR 01 Feb 2024, 14:06
Q3 2023 124 $91,943,795 +$17,203,674 -$17,371,354 -$167,680 QQQ, BND, AMZN, COWZ, QQQM 13F-HR 13 Nov 2023, 15:07
Q2 2023 127 $94,485,600 +$30,137,148 -$27,065,530 +$3,071,618 QQQ, AMZN, BND, QQQM, COWZ 13F-HR 09 Aug 2023, 20:49
Q1 2023 132 $85,615,127 +$24,581,668 -$23,497,260 +$1,084,408 BND, QQQ, QQQM, FTGC, VTI 13F-HR 15 May 2023, 17:57
Q4 2022 134 $83,396,525 +$23,126,042 -$19,803,201 +$3,322,841 FTGC, QQQ, BND, VIG, USO 13F-HR 17 Nov 2023, 16:05
Q3 2022 121 $76,923,066 +$24,577,849 -$21,605,131 +$2,972,718 FTGC, QQQ, BND, RPV, USO 13F-HR 17 Nov 2023, 16:02
Q2 2022 111 $79,328,361 +$18,744,557 -$31,271,321 -$12,526,764 QQQ, FTGC, USO, RPV, VIG 13F-HR 17 Nov 2023, 15:50
Q1 2022 109 $103,673,329 +$28,109,006 -$26,350,703 +$1,758,303 QQQ, RPV, FTGC, VIG, BIL 13F-HR 17 Nov 2023, 15:44
Q4 2021 124 $106,768,851 $0 $0 $0 QQQ, VIG, BND, VTI, SCHM 13F-HR 17 Nov 2023, 15:36