Nadler Financial Group, Inc.

RIA/Wealth

Nadler Financial Group, Inc. is a RIA/Wealth based in Deerfield, IL led by Michael Aaron Nadler, reporting $1.9B in AUM as of Q3 2025 with 85% ETF concentration and 62% concentrated in top 10 holdings.

PresidentMichael Aaron Nadler

Portfolio Value: $1.0B
Positions: 137
Top Holding: VTV at 8.65%
Last Reported: Q3 2025

Address155 N. Pfingsten Road, Suite 160, Deerfield, IL, 60015-4903, United States

Top Holdings

Largest long holdings in Nadler Financial Group, Inc.'s portfolio (62% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Value VTV	ETF ETF	$90.8M	8.65%	+$4.1M Bought	— 486.9K shares	Q3 2014 Held for 11y 2m
2 Vanguard Mid-Cap Fund VO	ETF ETF	$82.8M	7.89%	+$2.1M Bought	— 281.8K shares	Q4 2014 Held for 10y 11m
3 Vanguard Total Stock Market VTI	ETF ETF	$76.9M	7.33%	-$3.8M Sold	— 234.4K shares	≤ Q2 2013 Held for 12y 5m+
4 Vanguard Growth VUG	ETF ETF	$68.8M	6.56%	-$2.5M Sold	— 143.5K shares	Q4 2014 Held for 10y 11m
5 Vanguard Russell 1000 Growth VONG	ETF ETF	$65.1M	6.20%	-$3.3M Sold	— 539.9K shares	Q2 2018 Held for 7y 5m
6 Vanguard S&P 500 ETF VOO	ETF ETF	$62.8M	5.98%	-$3.6M Sold	— 102.5K shares	Q3 2014 Held for 11y 2m
7 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$61.1M	5.83%	-$861.1K Sold	— 1.9M shares	Q3 2014 Held for 11y 2m
8 iShares Russell 1000 Growth IWF	ETF ETF	$53.2M	5.07%	-$4.7M Sold	— 113.5K shares	≤ Q2 2013 Held for 12y 5m+
9 iShares Core S&P U.S. Value IUSV	ETF ETF	$44.7M	4.26%	+$3.6M Bought	— 446.8K shares	Q1 2023 Held for 2y 8m
10 FNDF Schwab Fundamental International Equity FNDF	ETF ETF	$44.6M	4.25%	+$7.8M Bought	— 1.0M shares	Q3 2021 Held for 4y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Nadler Financial Group, Inc.'s latest filing

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Market Value

$1.0B

Prior: $976.7M

Q/Q Change

+7.41%

+$72.3M

Net Flows % of MV

-0.528%

Turnover Ratio

3.87%

New Purchases

5 stocks

$2.0M

Added To

48 stocks

+$35.2M

Sold Out Of

6 stocks

$1.5M

Reduced Holdings

43 stocks

-$41.2M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Russell 1000 Value ETF VONV	New	0 → 11.9K +$1.1M
2 Harmony Biosciences Holdings, Inc. HRMY	New	0 → 9.4K +$258.0K
3 Vanguard Mega Cap Growth MGK	New	0 → 538.0 +$216.5K
4 iShares U.S. Technology IYW	New	0 → 1.1K +$209.6K
5 Defiance Quantum QTUM	New	0 → 2.0K +$204.6K

Decreased Positions

Position	Shares Δ	Change
1 iShares Core S&P Small-Cap ETF IJR	Sold	3.8K → 0 −$414.9K
2 Salesforce CRM	Sold	1.1K → 0 −$294.2K
3 Limbach Holdings, Inc. LMB	Sold	1.7K → 0 −$240.3K
4 CDW CDW	Sold	1.1K → 0 −$202.5K
5 Philip Morris International PM	Sold	1.1K → 0 −$201.8K