account_balance

Investment manager · 13F filer · SEC CIK 2065771

Nicholson Meyer Capital Management, Inc.

Reported value$163Mas of Sep 30, 2026
Positions50 5 new, 0 sold out
Top 10 weight70.0%IWB alone is 12%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
IWB iShares Tr 11.8% Added +4%
FNDX Schwab Strategic Tr 7.9% Added +2%
BRK-B Berkshire Hathaway Inc 7.4% Added +5%
GSLC Goldman Sachs ETF Tr 7.0% Held
GLD SPDR Gold Trust 7.0% Added +9%
CGDV Capital Group Dividend Value 6.8% Added +4%
IXN iShares Tr 6.7% Added +2%
VONG Vanguard Scottsdale FDS 5.2% Added +7%
CGGR Capital Group Growth ETF 5.2% Added +7%
GBIL Goldman Sachs ETF Tr 5.0% Added +5%
AVDE American Centy ETF Tr 4.8% Added +4%
VTV Vanguard Index FDS 3.0% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 21, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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