Nicholson Wealth Management Group, LLC
All 13F Filings
- Location
- Charlestown, SC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 171,838
- Description
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- Website
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- Founded
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- 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 | 5/4/2026 | 114 | 171,838 | 13F-HR | Nicholson Wealth Management Group, LLC |
| Q4 2025 | 1/26/2026 | 108 | 170,385 | 13F-HR | Nicholson Wealth Management Group, LLC |
| Q3 2025 | 11/4/2025 | 108 | 170,726 | 13F-HR | Nicholson Wealth Management Group, LLC |
| Q2 2025 | 7/29/2025 | 107 | 162,302 | 13F-HR | Nicholson Wealth Management Group, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
685
(0.4% of total reported value)
· QoQ Δ:
+685
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 157.8 K | 92.2% | 0 | 6.062 K | -6.062 K |
| ETFs | 13.4 K | 7.8% | 6.836 K | 0 | 6.836 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
171,838
Holdings
114
QoQ value change ($000)
1,453
(0.9%)
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.