SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / V

Nicholson Wealth Management Group, LLC’s Visa Inc Position

Does Nicholson Wealth Management Group, LLC own Visa Inc (V)? Yes — 6.3K shares worth $2M (+1.11% of its 13F portfolio) as of Q1 2026, up from 6.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
6.3K
% of Portfolio
+1.11%
Quarters Held
7
currently held

Position History V

Reported value by quarter
Q3 ’24: $927,681Q3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.3K$2M+1.11%
Q4 20256.0K$2M+1.24%
Q3 20255.8K$2M+1.15%
Q2 20255.7K$2M+1.26%
Q1 20255.7K$2M+1.31%
Q4 20245.8K$2M+1.22%
Q3 20243.4K$927,681+0.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nicholson Wealth Management Group, LLC’s full portfolio or all institutional holders of V.