CIK 2035982
Nicholson Wealth Management Group, LLC
Institutional 13F holdings & portfolio
Holdings
108
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–108 of 108
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 790 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| IVV | ISHARES TR | 335 | $100K–$500K | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 6K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 4K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 714 | $100K–$500K | SH |
| XBI | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| SES | SES AI CORPORATION | 10K | $15K–$50K | SH |