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Manager record

Nicholson Wealth Management Group, LLC

Charlestown, SC · CIK 2035982 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$169.74MReported 13F valueQ2 2026 · as filed
111Holdings listed
-1.2%vs prior quartervalue change includes market moves
5Quarters on record
Jul 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $162.3M$162.3MQ2 2025107 holdingsQ3 2025: $170.7M$170.7MQ3 2025108 holdingsQ4 2025: $170.4M$170.4MQ4 2025108 holdingsQ1 2026: $171.8M$171.8MQ1 2026114 holdingsQ2 2026: $169.7M$169.7MQ2 2026111 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 29 2026 13F-HR · period Q2 2026

$169.74M · 111 holdings listed · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$171.84M · 114 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$170.39M · 108 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$170.73M · 108 holdings listed · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$162.30M · 107 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 29, 2026 · Change methodology