NICOLA WEALTH MANAGEMENT LTD.
All 13F Filings
- Location
- Vancouver, A1
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 833,039
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 62 | 833,039 | 13F-HR | NICOLA WEALTH MANAGEMENT LTD. |
| Q4 2025 | 2/9/2026 | 65 | 1,098,961 | 13F-HR | NICOLA WEALTH MANAGEMENT LTD. |
| Q3 2025 | 10/31/2025 | 65 | 1,123,384 | 13F-HR | NICOLA WEALTH MANAGEMENT LTD. |
| Q2 2025 | 8/11/2025 | 104 | 1,066,709 | 13F-HR | NICOLA WEALTH MANAGEMENT LTD. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 832 K | 99.9% | 0 | 256.9 K | -256.9 K |
| ETFs | 1.09 K | 0.1% | 0 | 8.989 K | -8.989 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
833,039
Holdings
62
QoQ value change ($000)
-265,922
(-24.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.