Nicholas Wealth, LLC.
All 13F Filings
- Location
- Marietta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 182,462
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 127 | 182,462 | 13F-HR | Nicholas Wealth, LLC. |
| Q1 2026 | 4/22/2026 | 111 | 144,891 | 13F-HR | Nicholas Wealth, LLC. |
| Q4 2025 | 2/17/2026 | 99 | 148,152 | 13F-HR/A - RESTATEMENT | Nicholas Wealth, LLC. |
| Q4 2025 | 2/17/2026 | 99 | 149,236 | 13F-HR | Nicholas Wealth, LLC. |
| Q3 2025 | 2/17/2026 | 86 | 136,717 | 13F-HR/A - RESTATEMENT | Nicholas Wealth, LLC. |
| Q3 2025 | 2/17/2026 | 85 | 136,717 | 13F-HR/A - RESTATEMENT | Nicholas Wealth, LLC. |
| Q3 2025 | 10/20/2025 | 107 | 239,700 | 13F-HR | Nicholas Wealth, LLC. |
| Q2 2025 | 2/17/2026 | 83 | 113,745 | 13F-HR/A - RESTATEMENT | Nicholas Wealth, LLC. |
| Q2 2025 | 8/11/2025 | 98 | 205,668 | 13F-HR | Nicholas Wealth, LLC. |
| Q1 2025 | 2/17/2026 | 83 | 96,090 | 13F-HR/A - RESTATEMENT | Nicholas Wealth, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 161.8 K | 88.7% | 30.12 K | 0 | 30.12 K |
| ETFs | 20.62 K | 11.3% | 7.453 K | 0 | 7.453 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
182,462
Holdings
127
QoQ value change ($000)
37,571
(25.9%)
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.