Nicholson Wealth Management Group, LLC Portfolio Holdings

Nicholson Wealth Management Group, LLC

  • $170 Billion
  • Q4 2025

Nicholson Wealth Management Group, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $5.36B, Perspective Therapeutics Inc with a value of $4.45B, Vanguard Total Stock Market Et with a value of $3.77B, Microsoft Corp with a value of $3.61B, and Apple Inc. with a value of $2.97B.

Examining the 13F form we can see an decrease of $341M in the current position value, from $171B to 170B.

Nicholson Wealth Management Group, LLC is based out at Charlestown, SC

Below you can find more details about Nicholson Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Billion
Technology: $24.9 Billion
Financial Services: $24.5 Billion
Industrials: $20.9 Billion
Healthcare: $19.9 Billion
Consumer Defensive: $17.4 Billion
Utilities: $14.7 Billion
ETFs: $14.7 Billion
Consumer Cyclical: $9.2 Billion
Other: $15.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.36 Billion 3.14% of portfolio
8,539
Q4 2025 Reduced 46.24%
Perspective Therapeutics Inc
-
$4.45 Billion 2.61% of portfolio
-
Q4 2025 Reduced 0.02%
$0
$3.77 Billion 2.21% of portfolio
11,239
Q4 2025 Added 2.23%
$3.78T
$3.61 Billion 2.12% of portfolio
7,457
Q4 2025 Reduced 0.04%
$4.3T
$2.97 Billion 1.74% of portfolio
10,932
Q4 2025 Reduced 2.44%
$4.9B
$2.93 Billion 1.72% of portfolio
76,245
Q4 2024 Reduced 0.7%
$971B
$2.6 Billion 1.53% of portfolio
2,419
Q4 2025 Reduced 6.31%
$204B
$2.54 Billion 1.49% of portfolio
17,712
Q4 2025 Added 10.98%
$346B
$2.47 Billion 1.45% of portfolio
17,224
Q4 2025 Added 11.45%
$279B
$2.35 Billion 1.38% of portfolio
21,111
Q4 2025 Added 1.72%
$522B
$2.27 Billion 1.33% of portfolio
10,962
Q4 2025 Reduced 5.55%
$139B
$2.22 Billion 1.3% of portfolio
6,413
Q4 2025 Reduced 14.44%
$38.4B
$2.19 Billion 1.29% of portfolio
6,483
Q4 2025 Reduced 13.42%
$224B
$2.18 Billion 1.28% of portfolio
7,126
Q4 2025 Added 6.45%
$118B
$2.13 Billion 1.25% of portfolio
7,839
Q4 2025 Reduced 3.45%
$94.5B
$2.13 Billion 1.25% of portfolio
6,325
Q4 2025 Reduced 4.59%
$367B
$2.1 Billion 1.24% of portfolio
6,116
Q4 2025 Added 11.75%
$123B
$2.11 Billion 1.24% of portfolio
6,747
Q4 2025 Reduced 0.1%
$55.4B
$2.1 Billion 1.23% of portfolio
7,140
Q4 2025 Added 1.18%
$319B
$2.07 Billion 1.22% of portfolio
26,908
Q4 2025 Reduced 4.39%
$107B
$2.06 Billion 1.21% of portfolio
2,339
Q4 2025 Reduced 4.02%
$183B
$1.97 Billion 1.16% of portfolio
6,019
Q4 2025 Reduced 2.76%
$79.6B
$1.95 Billion 1.15% of portfolio
14,460
Q4 2025 Reduced 12.14%
$46.8B
$1.95 Billion 1.15% of portfolio
1,937
Q4 2025 Added 5.21%
Linde PLC
-
$1.95 Billion 1.14% of portfolio
-
Q4 2025 Added 10.35%
$24.5B
$1.93 Billion 1.13% of portfolio
11,487
Q4 2025 Reduced 2.82%
$404B
$1.91 Billion 1.12% of portfolio
2,220
Q4 2025 Added 6.17%
$72.3B
$1.89 Billion 1.11% of portfolio
17,152
Q4 2025 Added 1.95%
$12B
$1.9 Billion 1.11% of portfolio
10,408
Q4 2025 Added 10.28%
$75.4B
$1.89 Billion 1.11% of portfolio
14,259
Q4 2025 Added 6.1%
$140B
$1.87 Billion 1.1% of portfolio
7,740
Q4 2025 Added 9.9%
$86.1B
$1.87 Billion 1.1% of portfolio
5,763
Q4 2025 Added 15.12%
$35B
$1.87 Billion 1.1% of portfolio
17,751
Q4 2025 Added 1.09%
$168B
$1.87 Billion 1.1% of portfolio
23,265
Q4 2025 Reduced 1.55%
$25.7B
$1.85 Billion 1.09% of portfolio
13,577
Q4 2025 Reduced 0.51%
$512B
$1.85 Billion 1.09% of portfolio
3,249
Q4 2025 Added 13.76%
$22.8B
$1.84 Billion 1.08% of portfolio
17,972
Q4 2025 Added 32.32%
$55.6B
$1.84 Billion 1.08% of portfolio
14,654
Q4 2025 Added 45.69%
$16.4B
$1.84 Billion 1.08% of portfolio
26,995
Q4 2025 Added 24.17%
$104B
$1.84 Billion 1.08% of portfolio
7,152
Q4 2025 Added 15.24%
$10.4B
$1.84 Billion 1.08% of portfolio
6,325
Q4 2025 Added 41.63%
$152B
$1.85 Billion 1.08% of portfolio
6,882
Q4 2025 Added 13.85%
$111B
$1.84 Billion 1.08% of portfolio
5,215
Q4 2025 Added 9.08%
$177B
$1.84 Billion 1.08% of portfolio
10,631
Q4 2025 Added 17.33%
$98.6B
$1.84 Billion 1.08% of portfolio
21,122
Q3 2024 New
$159B
$1.82 Billion 1.07% of portfolio
3,483
Q4 2025 Added 1.78%
$128B
$1.83 Billion 1.07% of portfolio
19,036
Q4 2025 Reduced 1.72%
$228B
$1.82 Billion 1.07% of portfolio
14,560
Q4 2025 Added 2.39%
$300B
$1.82 Billion 1.07% of portfolio
5,528
Q4 2025 Added 23.64%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $170 Billion
  • Prior Value $171 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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