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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 Q4 2025 · Filed January 28, 2026 · Accession 0001541787-26-000005

Total Value
$1.08B
Positions
142
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (142)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard Value ETF922908744502,189$95.9M8.92%
2Vanguard Mid-Cap ETF922908629287,558$83.5M7.76%
3Vanguard Total Stock Market ETF922908769231,435$77.6M7.22%
4Vanguard Growth ETF922908736142,785$69.7M6.48%
5Vanguard Russell 1000 Growth ETF92206C680529,869$64.5M6.00%
6Vanguard S&P 500 ETF922908363102,011$64.0M5.95%
7Schwab U.S. Large-Cap Growth ETF8085243001,927,577$62.9M5.85%
8iShares Russell 1000 Growth ETF464287614111,632$52.8M4.91%
9Schwab Fundamental International Equity ETF8085247551,068,140$48.3M4.49%
10iShares Core S&P U.S. Value ETF464287663458,335$47.0M4.37%
11iShares Core S&P Mid-Cap ETF464287507663,824$43.8M4.07%
12Vanguard FTSE Developed Markets ETF921943858699,065$43.7M4.06%
13iShares Russell 1000 Value ETF464287598138,327$29.1M2.71%
14iShares Core S&P 500 ETF46428720042,005$28.8M2.68%
15Apple IncAAPL104,989$28.5M2.65%
16Schwab U.S. Dividend Equity ETF808524797860,902$23.6M2.20%
17SPDR S&P 500 ETFSPY23,513$16.0M1.49%
18Microsoft CorpMSFT31,370$15.2M1.41%
19NVIDIA CorpNVDA66,988$12.5M1.16%
20Schwab U.S. Mid-Cap ETF808524508358,722$10.8M1.00%
21Alphabet IncGOOG29,301$9.2M0.86%
22Berkshire Hathaway IncBRK-A17,685$8.9M0.83%
23Capital One Financial Corp14040H10536,579$8.9M0.82%
24Amazon.com IncAMZN35,698$8.2M0.77%
25Invesco QQQ TrustIVZ13,056$8.0M0.75%
26iShares Russell Mid-Cap ETF46428749972,087$6.9M0.65%
27iShares Gold TrustIAU67,589$5.5M0.51%
28Tesla IncTSLA10,042$4.5M0.42%
29Vanguard Russell 1000 ETF92206C73013,968$4.3M0.40%
30Schwab U.S. Large-Cap Value ETF808524409141,719$4.2M0.39%
31WisdomTree U.S. LargeCap Dividend FundWT46,473$4.1M0.38%
32Vanguard Small-Cap ETF92290875115,675$4.0M0.38%
33SPDR Gold SharesGLD8,530$3.4M0.31%
34Oracle CorpORCL-PD16,373$3.2M0.30%
35Costco Wholesale Corp22160K1053,568$3.1M0.29%
36Meta Platforms IncMETA4,635$3.1M0.28%
37Berkshire Hathaway IncBRK-A4$3.0M0.28%
38Eli Lilly and CoLLY2,407$2.6M0.24%
39iShares Russell 1000 ETF4642876226,810$2.5M0.24%
40iShares Russell Mid-Cap Growth ETF46428748117,385$2.4M0.22%
41Alphabet IncGOOG6,746$2.1M0.20%
42McDonald's CorpMCD6,905$2.1M0.20%
43JPMorgan Chase & CoVYLD6,072$2.0M0.18%
44AbbVie IncABBV8,427$1.9M0.18%
45Invesco NASDAQ 100 ETFIVZ7,318$1.9M0.17%
46Vanguard Dividend Appreciation ETF9219088447,669$1.7M0.16%
47Vanguard Russell 1000 Value ETF92206C71415,375$1.4M0.13%
48State Street Technology Select Sector SPDR ETF81369Y8039,267$1.3M0.12%
49Netflix IncNFLX13,530$1.3M0.12%
50Johnson & JohnsonJNJ6,105$1.3M0.12%
51Abbott LaboratoriesABLZF8,787$1.1M0.10%
52Shopify Inc Registered Shs -A- Subord VtgSHOP6,689$1.1M0.10%
53Sprott Physical Gold and Silver TrustSII22,305$1.0M0.10%
54Exxon Mobil CorpXOM8,427$1.0M0.09%
55Visa IncV2,851$999,7520.09%
56AT&T IncT-PC39,518$981,6270.09%
57The Home Depot IncHD2,851$981,0030.09%
58abrdn Physical Silver Shares ETFSIVR13,785$932,4170.09%
59Caterpillar IncCAT1,625$930,9140.09%
60Walmart IncWMT7,735$861,7750.08%
61Cisco Systems IncCSCO10,387$800,1030.07%
62Mastercard IncMA1,370$782,1200.07%
63Boeing CoBA-PA3,236$702,6000.07%
64Taiwan Semiconductor Manufacturing Co Ltd ADR8740391002,112$641,8160.06%
65Allstate CorpALL-PJ3,071$639,2290.06%
66Merck & Co IncMRK5,810$611,5540.06%
67International Business Machines CorpINTR2,023$599,2330.06%
68Amplify Cybersecurity ETF0321086647,365$591,9250.06%
69The Walt Disney Co2546871065,120$582,5430.05%
70Broadcom IncAVGO1,669$577,6830.05%
71Sprott Physical Silver TrustSII23,621$558,6370.05%
72Coca-Cola CoKO7,986$558,3310.05%
73Blackstone IncBX3,539$545,5460.05%
74PepsiCo IncPEP3,625$520,2530.05%
75Sprott Physical Gold TrustSII15,745$519,9000.05%
76State Street Consumer Discretionary Select Sector SPDR ETF81369Y4074,336$517,7620.05%
77GE Aerospace3696043011,621$499,4550.05%
78Cboe Global Markets Inc12503M1081,978$496,4780.05%
79Advanced Micro Devices IncAMD2,315$495,7800.05%
80American Express CoAXP1,333$493,1430.05%
81iShares MSCI Israel ETF4642866324,400$484,1320.05%
82WisdomTree U.S. Al Enhanced Value FundWT4,055$466,2440.04%
83Bank of America Corp0605051048,345$458,9740.04%
84State Street SPDR S&P Dividend ETF78464A7633,280$456,3870.04%
85Amgen IncAMGN1,381$451,9180.04%
86Atlantic Union Bankshares Corp04911A10712,325$435,0730.04%
87AllianceBernstein Holding LP01881G10610,836$416,9690.04%
88Deere & CoDE895$416,8450.04%
89Southern CoSOMN4,775$416,3800.04%
90Defiance Quantum ETF26922A4203,785$415,1110.04%
91Pfizer IncPFE16,652$414,6470.04%
92Palo Alto Networks IncPANW2,238$412,2400.04%
93Vanguard Short-Term Corporate Bond ETF92206C4095,119$408,1380.04%
94Palantir Technologies IncPLTR2,230$396,3830.04%
95Procter & Gamble Co7427181092,707$387,9400.04%
96Vanguard Information Technology ETF92204A702506$381,4130.04%
97PTC Therapeutics IncPTCT4,939$375,1660.03%
98Constellation Energy CorpCEG1,059$374,0140.03%
99Invesco S&P 500 Low Volatility ETFIVZ5,000$357,1000.03%
100The Goldman Sachs Group IncGSCE404$355,1160.03%
101Medline IncMDLN8,430$354,0600.03%
102Ecolab IncECL1,298$340,7510.03%
103GE Vernova IncGEV505$330,0530.03%
104Eaton Corp PLCETN1,032$328,7020.03%
105CME Group IncCME1,182$322,8700.03%
106PNC Financial Services Group Inc6934751051,544$322,2790.03%
107State Street Communication Services Select Sector SPDR ETF81369Y8522,735$321,9640.03%
108NextEra Energy IncNEE-PW3,910$313,8950.03%
109SPDR Dow Jones Industrial Average ETF Trust78467X109636$305,6430.03%
110Harmony Biosciences Holdings IncHRMY7,964$298,0130.03%
111RTX CorpRTX1,590$291,6060.03%
112iShares ESG Aware MSCI EAFE ETF46435G5162,855$271,4820.03%
113The Hershey CoHSY1,417$257,8660.02%
114Danaher Corp2358511021,122$256,8480.02%
115Fifth Third BancorpFITBM5,374$251,5570.02%
116iShares MSCI India ETF46429B5984,638$250,6840.02%
117State Street Consumer Staples Select Sector SPDR ETF81369Y3083,207$249,1200.02%
118Gilead Sciences IncGILD2,022$248,1800.02%
119State Street Industrial Select Sector SPDR ETF81369Y7041,565$242,7630.02%
120Vanguard High Dividend Yield ETF9219464061,691$242,6920.02%
121Vanguard Total International Stock ETF9219097683,214$242,4380.02%
122Dominion Energy IncD4,132$242,0940.02%
123Chevron CorpCVX1,570$239,3070.02%
124Vanguard S&P 500 Value ETF9219327031,164$238,4250.02%
125Waste Management Inc94106L1091,085$238,3850.02%
126McKesson CorpMCK290$237,8840.02%
127Chubb LtdCB754$235,3380.02%
128iShares Bitcoin Trust ETFIBIT4,556$226,2050.02%
129Vanguard Mega Cap Growth ETF921910816538$222,0700.02%
130iShares Core MSCI Emerging Markets ETF46434G1033,230$217,1210.02%
131Equifax IncEFX1,000$216,9800.02%
132Grayscale Bitcoin Trust ETFGBTC3,167$216,4960.02%
133Autodesk IncADSK730$216,0870.02%
134iShares U.S. Technology ETF4642877211,072$214,0570.02%
135Lowe's Companies Inc548661107884$213,1120.02%
136Marriott International Inc571903202655$203,2070.02%
137Illinois Tool Works Inc452308109822$202,4080.02%
138Altria Group IncMO3,471$200,1110.02%
139Albertsons Companies Inc01309110310,799$185,4190.02%
140Kimbell Royalty Partners LP49435R10211,182$131,5000.01%
141Medical Properties Trust Inc58463J30418,000$90,0000.01%
142Empire Petroleum Corp29203420417,094$51,9660.00%