Nicholson Wealth Management Group, LLC Portfolio Holdings

Nicholson Wealth Management Group, LLC

  • $170 Billion
  • Q4 2025

Nicholson Wealth Management Group, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $5.36B, Perspective Therapeutics Inc with a value of $4.45B, Vanguard Total Stock Market Et with a value of $3.77B, Microsoft Corp with a value of $3.61B, and Apple Inc. with a value of $2.97B.

Examining the 13F form we can see an decrease of $341M in the current position value, from $171B to 170B.

Nicholson Wealth Management Group, LLC is based out at Charlestown, SC

Below you can find more details about Nicholson Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Billion
Technology: $24.9 Billion
Financial Services: $24.5 Billion
Industrials: $20.9 Billion
Healthcare: $19.9 Billion
Consumer Defensive: $17.4 Billion
Utilities: $14.7 Billion
ETFs: $14.7 Billion
Consumer Cyclical: $9.2 Billion
Other: $15.2 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.9B
$2.93 Billion 1.72% of portfolio
76,245
Q4 2024 Reduced 0.7%
$6.39B
$1.79 Billion 1.05% of portfolio
34,252
Q4 2025 Added 33.09%
$4.49B
$1.71 Billion 1.01% of portfolio
37,182
Q4 2025 Added 5.62%
$6.15B
$1.61 Billion 0.95% of portfolio
32,200
Q4 2025 Added 8.15%
$3.99B
$255 Million 0.15% of portfolio
5,853
Q4 2025 Reduced 9.3%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $170 Billion
  • Prior Value $171 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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