Manager record

Nicholas Wealth, LLC.

Marietta, GA · CIK 1911391 · EDGAR filings ↗

The first ingest from SEC EDGAR is still running — this section fills in automatically as filings are parsed. Nothing here is placeholder data: when a number appears, it comes from a real filing.

This filer's filing history is below; full position parsing covers the tracked universe.

Filing record

Jul 24 2026 13F-HR · period Q2 2026

$182.46M · 127 positions · View original SEC filing ↗

Apr 22 2026 13F-HR · period Q1 2026

$144.89M · 111 positions · View original SEC filing ↗

Feb 17 2026 13F-HR/A · period Q1 2025

$96.09M · 83 positions · amendment (restatement) · View original SEC filing ↗

Feb 17 2026 13F-HR/A · period Q2 2025

$113.74M · 83 positions · amendment (restatement) · View original SEC filing ↗

Feb 17 2026 13F-HR/A · period Q4 2025

$148.15M · 99 positions · amendment (restatement) · View original SEC filing ↗

Feb 17 2026 13F-HR/A · period Q3 2025

$136.72M · 86 positions · amendment (restatement) · View original SEC filing ↗

Feb 17 2026 13F-HR/A · period Q3 2025

$136.72M · 85 positions · amendment (restatement) · View original SEC filing ↗

Feb 17 2026 13F-HR · period Q4 2025

$149.24M · 99 positions · View original SEC filing ↗

Oct 20 2025 13F-HR · period Q3 2025

$239.70M · 121 positions · View original SEC filing ↗

Aug 11 2025 13F-HR · period Q2 2025

$205.67M · 111 positions · View original SEC filing ↗

Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: — · latest filing Jul 24, 2026 · Change methodology

☆ Nicholas Wealth, LLC.

Nicholas Wealth, LLC.