1y return+3.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2024: $104 against $130 in the S&P 500.2
Nicholson Wealth Management Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CATXPerspective Therapeutics Inc | $5.5M | 3.3% | |
| VOOVanguard Index Fds | $5.0M | 3.0% | −3.2% |
| VTIVanguard Index Fds | $4.2M | 2.5% | |
| UBSIUnited Bankshares Inc West V | $3.5M | 2.1% | |
| AAPLApple Inc | $3.3M | 1.9% | |
| CSCOCisco Sys Inc | $3.0M | 1.8% | −6.1% |
| TXNTexas Instrs Inc | $2.9M | 1.7% | −6.0% |
| MSFTMicrosoft Corp | $2.9M | 1.7% | |
| LLYEli Lilly & Co | $2.8M | 1.6% | |
| ADIAnalog Devices Inc | $2.7M | 1.6% | −5.3% |
| JNJJohnson & Johnson | $2.6M | 1.6% | −4.0% |
| GWWWw Grainger Inc | $2.5M | 1.5% | −5.2% |
| PGProcter & Gamble Co | $2.5M | 1.5% | −2.4% |
| APHAmphenol Corp | $2.5M | 1.5% | |
| PEPPepsico Inc | $2.4M | 1.4% | −1.8% |
| AVGOBroadcom Inc | $2.3M | 1.4% | −3.2% |
| UNHUnitedhealth Group Inc | $2.3M | 1.3% | −3.1% |
| JPMJpmorgan Chase & Co | $2.3M | 1.3% | +175.2% |
| Chubb LimitedCUSIP H1467J104 | $2.2M | 1.3% | −2.4% |
| Linde PLCCUSIP G54950103 | $2.2M | 1.3% | −2.7% |
| WMTWalmart Inc | $2.2M | 1.3% | |
| GDGeneral Dynamics Corp | $2.2M | 1.3% | |
| HDHome Depot Inc | $2.2M | 1.3% | |
| PHParker-hannifin Corp | $2.1M | 1.3% | −1.7% |
| VVisa Inc | $2.1M | 1.3% | −1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| APHAmphenol Corp | March 31, 2025 | +168.8% | $2.5M |
| CSCOCisco Sys Inc | September 30, 2024 | +120.7% | $3.0M |
| AVGOBroadcom Inc | September 30, 2024 | +119.0% | $2.3M |
| ADIAnalog Devices Inc | September 30, 2024 | +72.6% | $2.7M |
| JNJJohnson & Johnson | September 30, 2024 | +56.7% | $2.6M |
| JPMJpmorgan Chase & Co | September 30, 2024 | +55.2% | $2.3M |
| PHParker-hannifin Corp | September 30, 2024 | +54.8% | $2.1M |
| TXNTexas Instrs Inc | September 30, 2024 | +44.3% | $2.9M |
| WMTWalmart Inc | September 30, 2024 | +40.3% | $2.2M |
| LLYEli Lilly & Co | September 30, 2024 | +35.4% | $2.8M |
Sold off last quarter
- PSXPhillips 66 was $2.4M
- Accenture PLC IrelandCUSIP G1151C101 was $1.4M
- FDSFactset Resh Sys Inc was $1.4M
- MKCMccormick & Co Inc was $1.4M
- INTUIntuit was $1.2M
- WATWaters Corp was $278K
- GILDGilead Sciences Inc was $209K
- DUKDuke Energy Corp New was $203K
- Proshares Tr IICUSIP 74347Y797 was $175K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +2.6% | +14.8% |
| March 31, 2026 | −0.5% | −4.6% |
| December 31, 2025 | −0.8% | +2.4% |
| September 30, 2025 | +2.4% | +7.8% |
| June 30, 2025 | +3.4% | +10.5% |
| March 31, 2025 | +0.3% | −4.6% |
| December 31, 2024 | −3.6% | +2.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Nicholson Wealth Management Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2035982&type=13F-HR&dateb=&owner=include&count=40CIK 2035982
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2035982/000176538026000245/Filed July 29, 2026 · accession 0001765380-26-000245