Nicholson Wealth Management Group, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationcharlestown, SC
- CIK0002035982
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
108 | $170.39M | VOO, CATX, VTI, MSFT | 13F-HR | Jan 26, 2026 | 000176538026000030 | ||
108 | $170.73M | VOO, CATX, MSFT, VTI | 13F-HR | Nov 4, 2025 | 000176538025000436 | ||
107 | $162.3M | VOO, CATX, MSFT, VTI | 13F-HR | Jul 29, 2025 | 000176538025000268 | ||
102 | $152.37M | VOO, CATX, VTI, UBSI | 13F-HR | May 12, 2025 | 000176538025000211 | ||
99 | $149.62M | VOO, CATX, VTI, UBSI | 13F-HR | Feb 3, 2025 | 000176538025000030 | ||
97 | $121.75M | CATX, VOO, VTI, UBSI | 13F-HR | Oct 23, 2024 | 000176538024000398 |