0001977723-23-000001.txt : 20230516 0001977723-23-000001.hdr.sgml : 20230516 20230515175708 ACCESSION NUMBER: 0001977723-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230516 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: National Wealth Management Group, LLC CENTRAL INDEX KEY: 0001977723 IRS NUMBER: 472628537 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23267 FILM NUMBER: 23924796 BUSINESS ADDRESS: STREET 1: 11260 CHESTER ROAD STREET 2: SUITE 250 CITY: CINCINNATI STATE: OH ZIP: 45246 BUSINESS PHONE: (513) 438-0095 MAIL ADDRESS: STREET 1: 11260 CHESTER ROAD STREET 2: SUITE 250 CITY: CINCINNATI STATE: OH ZIP: 45246 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001977723 XXXXXXXX 03-31-2023 03-31-2023 National Wealth Management Group, LLC

11260 CHESTER ROAD SUITE 250 CINCINNATI OH 45246

13F HOLDINGS REPORT 028-23267 000174883 801-80983 N Benjamin J. Jones (513) 438-0095 Benjamin J. Jones Cincinnati OH 05-15-2023 0 132 87481263 false INFORMATION TABLE 2 nwmg.xml ABBOTT LABS COM 002824100 704926 6380 SH SOLE 0 0 0 6380 ABBVIE INC COM 00287Y109 1661176 11289 SH SOLE 0 0 0 11289 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 459203 1657 SH SOLE 0 0 0 1657 ALPHABET INC CAP STK CL A 02079K305 1270166 10809 SH SOLE 0 0 0 10809 ALPHABET INC CAP STK CL C 02079K107 381235 3233 SH SOLE 0 0 0 3233 AMAZON COM INC COM 023135106 1719615 15596 SH SOLE 0 0 0 15596 AON PLC SHS CL A G0403H108 585608 1742 SH SOLE 0 0 0 1742 APPLE INC COM 037833100 1098570 6366 SH SOLE 0 0 0 6366 ASSURANT INC COM 04621X108 584880 4514 SH SOLE 0 0 0 4514 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1304150 4044 SH SOLE 0 0 0 4044 CADENCE DESIGN SYSTEM INC COM 127387108 301539 1499 SH SOLE 0 0 0 1499 CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 14020V108 228742 9519 SH SOLE 0 0 0 9519 CAPITAL GROUP FIXED INCOME E CORE PLUS INCM 14020Y102 203635 8951 SH SOLE 0 0 0 8951 CERIDIAN HCM HLDG INC COM 15677J108 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