§ 13F · FUND PROFILE
Nicholson Wealth Management Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $162.3T (13F)Positions · 107Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$767.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 9K | $5.4T | 3.1% | −46% |
| 2 | CATX | PERSPECTIVE THERAPEUTICS INC | 1.62M | $4.4T | 2.6% | ±0% |
| 3 | VTI | VANGUARD INDEX FDS | 11K | $3.8T | 2.2% | +2% |
| 4 | MSFT | MICROSOFT CORP | 7K | $3.6T | 2.1% | ±0% |
| 5 | AAPL | APPLE INC | 11K | $3.0T | 1.7% | −2% |
| 6 | UBSI | UNITED BANKSHARES INC WEST V | 76K | $2.9T | 1.7% | ±0% |
| 7 | LLY | ELI LILLY & CO | 2K | $2.6T | 1.5% | −6% |
| 8 | PEP | PEPSICO INC | 18K | $2.5T | 1.5% | +11% |
| 9 | PG | PROCTER AND GAMBLE CO | 17K | $2.5T | 1.4% | +11% |
| 10 | WMT | WALMART INC | 21K | $2.4T | 1.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NICHOLSON SIGNAL
AC read
Nicholson Wealth Management Group, LLC is a Other fund managing $162301.7 trillion in assets. The fund runs a portfolio of 107 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed