Nicholson Wealth Management Group, LLC - Portfolio overview

Nicholson Wealth Management Group, LLC has 119 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. CATX - PERSPECTIVE THERAPEUTICS INC, 3.74%
2. VOO - VANGUARD INDEX FDS, 2.50%
3. VTI - VANGUARD INDEX FDS, 1.99%

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

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