§ 13F · FUND PROFILE
Nicholson Meyer Capital Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $130M (13F)Positions · 44Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 37K | $13M | 10.0% | +2% |
| 2 | GLD | SPDR GOLD TR | 29K | $12M | 9.5% | −16% |
| 3 | FNDX | SCHWAB STRATEGIC TR | 419K | $12M | 8.9% | ±0% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 23K | $11M | 8.6% | −1% |
| 5 | GSLC | GOLDMAN SACHS ETF TR | 82K | $10M | 7.9% | +1% |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 225K | $10M | 7.3% | +10% |
| 7 | IXN | ISHARES TR | 84K | $8M | 6.4% | −2% |
| 8 | GBIL | GOLDMAN SACHS ETF TR | 76K | $8M | 5.9% | −1% |
| 9 | VONG | VANGUARD SCOTTSDALE FDS | 64K | $7M | 5.4% | +5% |
| 10 | AVDE | AMERICAN CENTY ETF TR | 80K | $7M | 5.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NICHOLSON SIGNAL
AC read
Nicholson Meyer Capital Management, Inc. is a Other fund managing $130 million in assets. The fund runs a portfolio of 44 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed