Nicholson Wealth Management Group, LLC: 13F holdings
CIK 20359822026Q2
| Positions | 109 |
|---|
| Reported value | $169.7m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 109 (-3 vs prior quarter) |
|---|
| Reported value | $169.7m (-1.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CATX PERSPECTIVE THERAPEUTICS INC | 1,619,993 | $5.5m | 3.3% |
| VOO VANGUARD INDEX FDS | 7,306 | $5.0m | 3.0% |
| VTI VANGUARD INDEX FDS | 11,239 | $4.2m | 2.5% |
| UBSI UNITED BANKSHARES INC WEST V | 76,245 | $3.5m | 2.1% |
| AAPL APPLE INC | 11,256 | $3.3m | 1.9% |
| CSCO CISCO SYS INC | 25,222 | $3.0m | 1.7% |
| TXN TEXAS INSTRS INC | 9,764 | $2.9m | 1.7% |
| MSFT MICROSOFT CORP | 7,695 | $2.9m | 1.7% |
| LLY ELI LILLY & CO | 2,298 | $2.8m | 1.6% |
| ADI ANALOG DEVICES INC | 6,862 | $2.7m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2035982")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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