Nadler Financial Group, Inc.
Annual return '25
+19.5%
SPY '25
+17.7%
Alpha
+1.8ptsvs SPY
Invested
$1B
Holdings
140
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTV
Vanguard Value ETF
Held since at least Q1 2024
9.7%
02
$VO
Vanguard Mid-Cap ETF
Held since at least Q1 2024
8.3%
03
$VTI
Vanguard Total Stock Market ETF
Held since at least Q1 2024
7.1%
04
$VOO
Vanguard S&P 500 ETF
Held since at least Q1 2024
5.7%
05
$VUG
Vanguard Growth ETF
Held since at least Q1 2024
5.6%
06
$SCHG
Schwab U.S. Large-Cap Growth ETF
Held since at least Q1 2024
5.5%
07
$VONG
Vanguard Russell 1000 Growth ETF
Held since at least Q1 2024
5.5%
08
$FNDF
Schwab Fundamental International Equity ETF
Held since at least Q1 2024
5.4%
09
$VEA
Vanguard FTSE Developed Markets ETF
Held since at least Q1 2024
4.6%
10
$IJH
iShares Core S&P Mid-Cap ETF
Held since at least Q1 2024
4.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 20:00 UTC.