13F Filings History of Nicholson Wealth Management Group, LLC

Latest 13F report: Q3 2025 - Nov 4, 2025
Value $: $171M
Signature - Title: Lonny Elfenbein - Chief Compliance Officer
Location: Charlestown, SC
Summary: This page shows a list of all the recent 13F filings made by Nicholson Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Nicholson Wealth Management Group, LLC reported 108 stock holdings with total value $171M as of Q3 2025. Top holdings included VOO, CATX, MSFT, VTI, and AAPL.

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Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2025	108	$171M	+$16.4M	-$11.6M	+$4.88M	VOO, CATX, MSFT, VTI, AAPL	13F-HR	11/4/2025, 02:04 PM
Q2 2025	107	$162M	+$6.93M	-$2.21M	+$4.73M	VOO, CATX, MSFT, VTI, UBSI	13F-HR	7/29/2025, 11:22 AM
Q1 2025	102	$152M	+$3.82M	-$1.47M	+$2.34M	VOO, CATX, VTI, UBSI, MSFT	13F-HR	5/12/2025, 09:49 AM
Q4 2024	99	$150M	+$55.9M	-$8.29M	+$47.6M	VOO, CATX, VTI, UBSI, MSFT	13F-HR	2/3/2025, 12:42 PM
Q3 2024	97	$122M	$0	$0		CATX, VOO, VTI, UBSI, AVDE	13F-HR	10/23/2024, 01:20 PM