Nicholson Meyer Capital Management, Inc. - Portfolio overview

Nicholson Meyer Capital Management, Inc. has 47 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IWB - ISHARES TR, 9.60%
2. GLD - SPDR GOLD TR, 9.05%
3. FNDX - SCHWAB STRATEGIC TR, 8.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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