Nicholson Wealth Management Group, LLC
Nicholson Wealth Management Group, LLC reported 111 positions worth $169.7M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: CATX (3.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CATX | SH | $5.5M | 3.25% | 1,619,993 | — | — | |
| ▸ 2 | VOO | SH | $5.0M | 2.96% | 7,306 | — | — | |
| ▸ 3 | VTI | SH | $4.2M | 2.45% | 11,239 | — | — | |
| ▸ 4 | UBSI | SH | $3.5M | 2.06% | 76,245 | — | — | |
| ▸ 5 | AAPL | SH | $3.3M | 1.92% | 11,256 | — | — | |
| ▸ 6 | CSCO | SH | $3.0M | 1.75% | 25,222 | — | — | |
| ▸ 7 | TXN | SH | $2.9M | 1.72% | 9,764 | — | — | |
| ▸ 8 | MSFT | SH | $2.9M | 1.69% | 7,695 | — | — | |
| ▸ 9 | LLY | SH | $2.8M | 1.62% | 2,298 | — | — | |
| ▸ 10 | ADI | SH | $2.7M | 1.61% | 6,862 | — | — |
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Frequently Asked Questions
What stocks does Nicholson Wealth Management Group, LLC hold as of Q2 2026?
Nicholson Wealth Management Group, LLC reported 111 positions worth $169.7M in its Q2 2026 13F filing. Largest positions: CATX (3.3%), VOO (3.0%), VTI (2.5%), UBSI (2.1%) and AAPL (1.9%).
What did Nicholson Wealth Management Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Nicholson Wealth Management Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.