Nicholson Wealth Management Group, LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationcharlestown, SC
- CIK0002035982
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
107 | $162.30M | 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 |