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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Nadler Financial Group, Inc.

Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0001541787-25-000008

Total Value
$1.05B
Positions
137
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (137)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard Value ETF922908744486,850$90.8M8.65%
2Vanguard Mid-Cap ETF922908629281,778$82.8M7.89%
3Vanguard Total Stock Market ETF922908769234,436$76.9M7.33%
4Vanguard Growth ETF922908736143,541$68.8M6.56%
5Vanguard Russell 1000 Growth ETF92206C680539,869$65.1M6.20%
6Vanguard S&P 500 ETF922908363102,505$62.8M5.98%
7Schwab U.S. Large-Cap Growth ETF8085243001,915,823$61.1M5.83%
8iShares Russell 1000 Growth ETF464287614113,538$53.2M5.07%
9iShares Core S&P U.S. Value ETF464287663446,832$44.7M4.26%
10Schwab Fundamental International Equity ETF8085247551,037,305$44.6M4.25%
11iShares Core S&P Mid-Cap ETF464287507663,358$43.3M4.13%
12Vanguard FTSE Developed Markets ETF921943858652,709$39.1M3.73%
13iShares Russell 1000 Value ETF464287598143,223$29.2M2.78%
14iShares Core S&P 500 ETF46428720041,045$27.5M2.62%
15Apple IncAAPL105,966$27.0M2.57%
16Schwab U.S. Dividend Equity ETF808524797917,146$25.0M2.39%
17Microsoft CorpMSFT31,137$16.1M1.54%
18SPDR S&P 500 ETFSPY23,253$15.5M1.48%
19NVIDIA CorpNVDA69,592$13.0M1.24%
20Schwab U.S. Mid-Cap ETF808524508359,117$10.6M1.01%
21Berkshire Hathaway IncBRK-A17,632$8.9M0.85%
22Amazon.com IncAMZN37,078$8.1M0.78%
23Invesco QQQ TrustIVZ13,170$7.9M0.75%
24Capital One Financial Corp14040H10536,574$7.8M0.74%
25Alphabet IncGOOG29,533$7.2M0.69%
26iShares Russell Mid-Cap ETF46428749971,083$6.9M0.65%
27Tesla IncTSLA10,645$4.7M0.45%
28iShares Gold TrustIAU60,796$4.4M0.42%
29Vanguard Russell 1000 ETF92206C73013,870$4.2M0.40%
30Schwab U.S. Large-Cap Value ETF808524409143,279$4.2M0.40%
31Oracle CorpORCL-PD14,479$4.1M0.39%
32WisdomTree U.S. LargeCap Dividend FundWT46,320$4.0M0.38%
33Vanguard Small-Cap ETF92290875115,516$3.9M0.38%
34Meta Platforms IncMETA4,584$3.4M0.32%
35Costco Wholesale Corp22160K1053,428$3.2M0.30%
36Berkshire Hathaway IncBRK-A4$3.0M0.29%
37SPDR Gold SharesGLD8,408$3.0M0.28%
38iShares Russell 1000 ETF4642876227,335$2.7M0.26%
39iShares Russell Mid-Cap Growth ETF46428748117,385$2.5M0.24%
40AbbVie IncABBV8,679$2.0M0.19%
41McDonald's CorpMCD6,430$2.0M0.19%
42Eli Lilly and CoLLY2,532$1.9M0.18%
43JPMorgan Chase & CoVYLD6,072$1.9M0.18%
44Invesco NASDAQ 100 ETFIVZ7,315$1.8M0.17%
45Alphabet IncGOOG6,831$1.7M0.16%
46Vanguard Dividend Appreciation ETF9219088447,669$1.7M0.16%
47Netflix IncNFLX1,358$1.6M0.16%
48The Technology Select Sector SPDR Fund81369Y8035,061$1.4M0.14%
49Abbott LaboratoriesABLZF9,086$1.2M0.12%
50The Home Depot IncHD2,856$1.2M0.11%
51Sprott Physical Silver TrustSII73,066$1.1M0.11%
52AT&T IncT-PC39,377$1.1M0.11%
53Johnson & JohnsonJNJ5,979$1.1M0.11%
54Exxon Mobil CorpXOM9,574$1.1M0.10%
55Vanguard Russell 1000 Value ETF92206C71411,930$1.1M0.10%
56Shopify Inc Registered Shs -A- Subord VtgSHOP6,940$1.0M0.10%
57Visa IncV2,843$970,4210.09%
58Sprott Physical Gold and Silver TrustSII22,305$818,3700.08%
59Walmart IncWMT7,735$797,1860.08%
60Mastercard IncMA1,362$774,7330.07%
61Caterpillar IncCAT1,571$749,6030.07%
62Sprott Physical Gold TrustSII25,155$745,0910.07%
63Cisco Systems IncCSCO10,351$708,1960.07%
64Boeing CoBA-PA3,236$698,4260.07%
65Allstate CorpALL-PJ3,169$680,2260.06%
66PepsiCo IncPEP4,637$651,2140.06%
67Blackstone IncBX3,744$639,7120.06%
68Amplify Cybersecurity ETF0321086647,365$639,2820.06%
69Broadcom IncAVGO1,935$638,3760.06%
70International Business Machines CorpINTR2,240$632,0380.06%
71The Walt Disney Co2546871065,369$614,7970.06%
72abrdn Physical Silver Shares ETFSIVR13,785$613,1570.06%
73WisdomTree U.S. Al Enhanced Value FundWT5,130$586,2370.06%
74Coca-Cola CoKO8,568$568,2530.05%
75Taiwan Semiconductor Manufacturing Co Ltd ADR8740391002,006$560,2560.05%
76Robinhood Markets Inc7707001023,890$556,9700.05%
77Pfizer IncPFE21,135$538,5070.05%
78The Consumer Discretionary Select Sector SPDR Fund81369Y4072,163$518,3410.05%
79Cboe Global Markets Inc12503M1082,058$504,7250.05%
80abrdn Physical Gold Shares ETF00326A10413,660$502,8250.05%
81Merck & Co IncMRK5,905$495,6340.05%
82GE Aerospace3696043011,621$487,7560.05%
83Deere & CoDE1,028$470,1500.04%
84Procter & Gamble Co7427181093,052$468,9400.04%
85SPDR S&P Dividend ETF78464A7633,332$466,6180.04%
86Advanced Micro Devices IncAMD2,801$453,1740.04%
87Southern CoSOMN4,775$452,5270.04%
88iShares MSCI Israel ETF4642866324,400$441,3200.04%
89Palantir Technologies IncPLTR2,413$440,1790.04%
90Atlantic Union Bankshares Corp04911A10712,325$434,9490.04%
91Bank of America Corp0605051048,345$430,5140.04%
92American Express CoAXP1,277$424,1680.04%
93Amgen IncAMGN1,484$418,8500.04%
94AllianceBernstein Holding LP01881G10610,840$414,3210.04%
95Eaton Corp PLCETN1,030$385,4780.04%
96The Communication Services Select Sector SPDR ETF Fund81369Y8523,155$373,4570.04%
97Vanguard Information Technology ETF92204A702496$370,3280.04%
98Invesco S&P 500 Low Volatility ETFIVZ5,000$367,4000.04%
99Ecolab IncECL1,296$354,9230.03%
100CME Group IncCME1,178$318,3730.03%
101PNC Financial Services Group Inc6934751051,540$309,4320.03%
102PTC Therapeutics IncPTCT4,939$303,1060.03%
103NextEra Energy IncNEE-PW3,910$295,1660.03%
104SPDR Dow Jones Industrial Average ETF Trust78467X109636$294,9390.03%
105GE Vernova IncGEV470$289,0030.03%
106Grayscale Bitcoin Trust ETFGBTC3,167$284,3020.03%
107Constellation Energy CorpCEG859$282,8140.03%
108The Goldman Sachs Group IncGSCE353$281,1120.03%
109The Hershey CoHSY1,500$280,5750.03%
110Waste Management Inc94106L1091,249$275,8170.03%
111RTX CorpRTX1,590$266,0550.03%
112Danaher Corp2358511021,313$260,3150.02%
113Harmony Biosciences Holdings IncHRMY9,361$257,9890.02%
114Equifax IncEFX1,000$256,5300.02%
115The Industrial Select Sector SPDR Fund81369Y7041,655$255,2510.02%
116Dominion Energy IncD4,132$252,7540.02%
117iShares MSCI India ETF46429B5984,733$246,4000.02%
118Chevron CorpCVX1,563$242,7780.02%
119Palo Alto Networks IncPANW1,186$241,4930.02%
120Illinois Tool Works Inc452308109923$240,6280.02%
121Fifth Third BancorpFITBM5,374$239,4120.02%
122Vanguard High Dividend Yield ETF9219464061,691$238,3460.02%
123Autodesk IncADSK728$231,2640.02%
124Altria Group IncMO3,460$228,5550.02%
125McKesson CorpMCK290$224,0370.02%
126Gilead Sciences IncGILD2,010$223,1100.02%
127Lowe's Companies Inc548661107877$220,4360.02%
128Vanguard Mega Cap Growth ETF921910816538$216,5020.02%
129Fastenal CoFAST4,400$215,7760.02%
130iShares Core MSCI Emerging Markets ETF46434G1033,230$212,9220.02%
131Motorola Solutions IncMSI463$211,7250.02%
132Chubb LtdCB750$211,6880.02%
133iShares U.S. Technology ETF4642877211,070$209,5700.02%
134Defiance Quantum ETF26922A4201,950$204,6200.02%
135Albertsons Companies Inc01309110310,799$189,0900.02%
136Kimbell Royalty Partners LP49435R10211,182$150,8450.01%
137Empire Petroleum Corp29203420417,094$77,2650.01%