SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Nicholson Wealth Management Group, LLC

CIK 0002035982 · 8 N. ADGERS WHARF, CHARLESTOWN, SC, 29401 · 843-790-2625

Reported Value
$162M
Q2 2025
Positions
107
Filings on Record
7
2019–present window
Filed
Jul 29, 2025
original filing

Summary

Nicholson Wealth Management Group, LLC reported $162M in U.S.-listed holdings across 107 positions for Q2 2025.

Its largest position, Vanguard Index Fds, represents 8.2% of the portfolio.

Compared with Q1 2025, the fund opened 6 new positions and exited 1.

Portfolio Metrics

Turnover
+2.7%
vs prior filed quarter
Top-10 Concentration
+24.6%
share of reported value
Largest Position
+8.2%
Vanguard Index Fds
New / Exited
6 / 1
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q3 ’24: $122MQ3 ’24Q4 ’24: $150MQ4 ’24Q1 ’25: $152MQ1 ’25Q2 ’25: $162MQ2 ’25Q3 ’25: $171MQ3 ’25Q4 ’25: $170MQ4 ’25Q1 ’26: $172MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 80.7%ETP: 13.2%Other: 4.1%REIT: 1.9%
  • Common Stock · 80.7% · $131M
  • ETP · 13.2% · $21M
  • Other · 4.1% · $7M
  • REIT · 1.9% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BACBANK AMERICA CORPNEW+4.8K4.8K+$228,650$228,650
SLVISHARES SILVER TRNEW+6.9K6.9K+$225,077$225,077
CGBLCAPITAL GROUP CORE BALANCEDNEW+6.4K6.4K+$213,748$213,748
VANGUARD SPECIALIZED FUNDSNEW+1.0K1.0K+$209,991$209,991
ISHARES TRNEW+335335+$208,002$208,002
VANGUARD TAX-MANAGED FDSNEW+3.5K3.5K+$200,105$200,105
ROPROPER TECHNOLOGIES INCADDED+6981.0K+$387,786$591,781
MAMASTERCARD INCORPORATEDADDED+7001.1K+$399,245$632,744

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

49 positions
#IssuerClass% PortfolioValueShares
1VANGUARD INDEX FDSS&P 500 ETF SHS · TOTAL STK MKT10.27%$17M34.5K
2CATXPERSPECTIVE THERAPEUTICS INChistory →COM NEW3.42%$6M1.61M
3MSFTMICROSOFT CORPhistory →COM2.29%$4M7.5K
4UBSIUNITED BANKSHARES INC WEST Vhistory →COM1.71%$3M76.2K
5ABGCENCORA INChistory →COM1.45%$2M7.9K
6PGPROCTER AND GAMBLE COhistory →COM1.44%$2M14.7K
7AVGOBROADCOM INChistory →COM1.42%$2M8.3K
8AAPLAPPLE INChistory →COM1.35%$2M10.7K
9VVISA INChistory →COM CL A1.26%$2M5.7K
10PEPPEPSICO INChistory →COM1.23%$2M15.1K
11WMTWALMART INChistory →COM1.21%$2M20.1K
12COSTCOSTCO WHSL CORP NEWhistory →COM1.21%$2M2.0K
13SOSOUTHERN COhistory →COM1.20%$2M21.1K
14GDGENERAL DYNAMICS CORPhistory →COM1.18%$2M6.6K
15UNPUNION PAC CORPhistory →COM1.18%$2M8.3K
16LINDE PLCSHS1.17%$2M4.0K
17CSCOCISCO SYS INChistory →COM1.17%$2M27.3K
18MCDMCDONALDS CORPhistory →COM1.17%$2M6.5K
19HDHOME DEPOT INChistory →COM1.16%$2M5.1K
20ABTABBOTT LABShistory →COM1.13%$2M13.5K
21ADIANALOG DEVICES INChistory →COM1.12%$2M7.7K
22SYKSTRYKER CORPORATIONhistory →COM1.12%$2M4.6K
23TXNTEXAS INSTRS INChistory →COM1.12%$2M8.8K
24LHXL3HARRIS TECHNOLOGIES INChistory →COM1.12%$2M7.3K
25WECWEC ENERGY GROUP INChistory →COM1.12%$2M17.4K
26CHUBB LIMITEDCOM1.12%$2M6.3K
27ATOATMOS ENERGY CORPhistory →COM1.12%$2M11.7K
28HONGBPHONEYWELL INTL INChistory →COM1.10%$2M7.7K
29ADPAUTOMATIC DATA PROCESSING INhistory →COM1.09%$2M5.8K
30ECLECOLAB INChistory →COM1.09%$2M6.6K
31JNJJOHNSON & JOHNSONhistory →COM1.08%$2M11.5K
32ICEINTERCONTINENTAL EXCHANGE INhistory →COM1.06%$2M9.4K
33LMTLOCKHEED MARTIN CORPhistory →COM1.06%$2M3.7K
34XYLXYLEM INChistory →COM1.05%$2M13.2K
35SPGIS&P GLOBAL INChistory →COM1.05%$2M3.2K
36EMREMERSON ELEC COhistory →COM1.05%$2M12.7K
37GWWGRAINGER W W INChistory →COM1.05%$2M1.6K
38OREALTY INCOME CORPhistory →COM1.02%$2M28.8K
39MEDTRONIC PLCSHS1.02%$2M19.0K
40AMGNAMGEN INChistory →COM1.02%$2M5.9K
41BROBROWN & BROWN INChistory →COM1.01%$2M14.8K
42PAYXPAYCHEX INChistory →COM1.01%$2M11.3K
43PHPARKER-HANNIFIN CORPhistory →COM1.01%$2M2.3K
44CMSCMS ENERGY CORPhistory →COM1.00%$2M23.5K
45BRBROADRIDGE FINL SOLUTIONS INCOM1.00%$2M6.7K
46SHWSHERWIN WILLIAMS COCOM0.99%$2M4.7K
47MDLZMONDELEZ INTL INCCL A0.99%$2M23.8K
48AWCAMERICAN WTR WKS CO INC NEWCOM0.98%$2M11.4K
49JKHYHENRY JACK & ASSOC INCCOM0.97%$2M8.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$172M114May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$170M108Jan 26, 202613F-HRchanges · EDGAR ↗
Q3 2025$171M108Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$162M107Jul 29, 202513F-HRchanges · EDGAR ↗
Q1 2025$152M102May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$150M99Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$122M97Oct 23, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.