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Nicholson Wealth Management Group - Q4 2025 13F Filings

NI

Nicholson Wealth Management Group, LLC

CIK: 0002035982
Address: South Carolina Charlestown 8 N. Adgers Wharf
$170.39 M
Portfolio Value
108
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/29/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. ZTS Zoetis
+$578,268.63
2. FDEC Ft Vest Us Equity Buffer Etf - December
+$542,998
3. FDS Factset Research Systems
+$539,463.28
4. ROP Roper Technologies
+$478,959.82
5. PPG Ppg Industries
+$449,799.37

Top Sells

Q4 2025
1. VOO Vanguard S&P 500 Etf
−$4.61 M
2. HON Honeywell International
−$1.72 M
3. SBUX Starbucks Corporation
−$1.5 M
4. CMCSA Comcast Corporation
−$1.49 M
5. AVGO Broadcom
−$374,480.15

Asset Allocation

Stocks/ETFs
-0.20%
$170.39 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Nicholson Wealth Management Group Q4 2025 Filing Summary

Nicholson Wealth Management Group, LLC filed its 13F report for Q4 2025 on January 26, 2026. The portfolio totaled 170.39 M reflecting a -0.20% change from the prior quarter, spanning 108 assets. The top 10 holdings comprised 19.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 3 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Nicholson Wealth Management Group’s Q4 2025 Filing

Nicholson Wealth Management Group submitted their Form 13F-HR for the Q4 2025 period on 01/26/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Nicholson Wealth Management Group reported a managed portfolio value of 170.39 M, consisting of 108 individual positions.

This page displays the raw filing documents. To see which stocks Nicholson Wealth Management Group bought or sold during Q4 2025, please visit Nicholson Wealth Management Group's Portfolio Analysis page.