Nalls Sherbakoff Group, LLC

Q2 2025 13F Holdings Report, Stock Holdings

Signature - Title
Catherine S. Snell - Office Manager
Location
Knoxville, TN
Holdings as of
30 Jun 2025
Value $
$137,387,439
Num holdings
428
Filing time
12 Mar 2026, 15:00:49 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SCHB, SCHF, IGSB, SCHZ, and VNQ.
Previous filing
Q1 2025 - 12 Mar 2026
Next filing
Q3 2025 - 12 Mar 2026
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2025 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Catherine S. Snell Office Manager Knoxville, Tennessee 15 Oct 2025