Long-term investor
Nadler Financial Group, Inc. @nadlerfinancialgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001541787).
Record
- Tracked since 2025-06-30 (434 days), 13 trades recorded
- Returns: week n/a · month n/a · 90 days +12.1% · 6 months +10.7% · 1 year +19.4% · all +19.4%
- Max drawdown -3.3% · Sharpe 1.00 · win rate 37% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTV · 9.6% · long · since 2025-06-30
- VO · 8.3% · long · since 2025-06-30
- VTI · 7.2% · long · since 2025-06-30
- SCHG · 5.8% · long · since 2025-06-30
- VOO · 5.8% · long · since 2025-06-30
- VUG · 5.7% · long · since 2025-06-30
- VONG · 5.7% · long · since 2025-06-30
- FNDF · 5.2% · long · since 2025-06-30
- VEA · 4.7% · long · since 2025-06-30
- IWF · 4.5% · long · since 2025-06-30
- IJH · 4.5% · long · since 2025-06-30
- IUSV · 4.1% · long · since 2025-06-30