Nicholas Wealth, LLC. - Portfolio overview

Nicholas Wealth, LLC. has 141 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. GIAX - TIDAL TRUST II, 10.45%
2. FIAX - TIDAL TRUST II, 6.57%
3. TSLA - TESLA INC, 2.76%

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

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