account_balance
Investment manager · 13F filer · SEC CIK 2035982
Nicholson Wealth Management Group, LLC
Reported value$167Mas of Sep 30, 2026
Positions110 3 new, 2 sold out
Top 10 weight21.0%VOO alone is 3%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
3.0%Trimmed −3%
CATXPerspective Therapeutics, Inc.
2.7%
VTIVanguard Index FDS
2.5%
MSFTMicrosoft Corp
2.5%Added +4%
AAPLApple Inc.
2.2%Trimmed −2%
UBSIUnited Bankshares Inc
2.1%
LLYELI Lilly & Co
1.5%Trimmed −3%
JNJJohnson & Johnson
1.5%Trimmed −7%
PGProcter & Gamble Co
1.5%Added +4%
ADIAnalog Devices Inc
1.5%Trimmed −7%
AMGNAmgen Inc
1.4%Trimmed −3%
JPMJPMorgan Chase & Co
1.4%
VOOVanguard Index FDS
3.0%−3%
CATXPerspective Therapeutics, Inc.
2.7%
VTIVanguard Index FDS
2.5%
MSFTMicrosoft Corp
2.5%
AAPLApple Inc.
2.2%
UBSIUnited Bankshares Inc
2.1%
LLYELI Lilly & Co
1.5%
JNJJohnson & Johnson
1.5%
PGProcter & Gamble Co
1.5%
ADI1.5%AMGNJPM1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 3.0% Trimmed −3%
CATX Perspective Therapeutics, Inc. 2.7% HeldVTI Vanguard Index FDS 2.5% Held
MSFT Microsoft Corp 2.5% Added +4%AAPL Apple Inc. 2.2% Trimmed −2%UBSI United Bankshares Inc 2.1% HeldLLY ELI Lilly & Co 1.5% Trimmed −3%JNJ Johnson & Johnson 1.5% Trimmed −7%PG Procter & Gamble Co 1.5% Added +4%ADI Analog Devices Inc 1.5% Trimmed −7%AMGN Amgen Inc 1.4% Trimmed −3%JPM JPMorgan Chase & Co 1.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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