13F Filings History of Nicholson Wealth Management Group, LLC

Latest 13F report
Q3 2025 - 04 Nov 2025
Value $
$170,726,007
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 $170,726,007 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 Filing Time
Q3 2025 108 $170,726,007 +$16,448,311 -$11,564,502 +$4,883,809 VOO, CATX, MSFT, VTI, AAPL 13F-HR 04 Nov 2025, 14:04
Q2 2025 107 $162,301,663 +$6,934,278 -$2,206,998 +$4,727,280 VOO, CATX, MSFT, VTI, UBSI 13F-HR 29 Jul 2025, 11:22
Q1 2025 102 $152,369,842 +$3,815,097 -$1,471,168 +$2,343,929 VOO, CATX, VTI, UBSI, MSFT 13F-HR 12 May 2025, 09:49
Q4 2024 99 $149,619,784 +$55,854,247 -$8,289,183 +$47,565,064 VOO, CATX, VTI, UBSI, MSFT 13F-HR 03 Feb 2025, 12:42
Q3 2024 97 $121,751,393 $0 $0 $0 CATX, VOO, VTI, UBSI, AVDE 13F-HR 23 Oct 2024, 13:20