Nicholson Wealth Management Group, Llc Portfolio Stock Holdings

Nicholson Wealth Management Group, Llc disclosed 109 stock positions valued at approximately $169.1 million in its latest SEC 13F filing. The largest holdings include PERSPECTIVE THERAPEUTICS INC, VANGUARD INDEX FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 29, 2026.

Report Period
June 30, 2026
No. of Stocks
109
Portfolio Value
$169.1M
Holdings by Sector
Nicholson Wealth Management Group, Llc Portfolio Holdings in Q2 2026

108 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
PERSPECTIVE THERAPEUTICS INCCATXHealthcare3.27%1,619,993+1,000+0.06%$5,524,176
VANGUARD INDEX FDSVOOOther2.97%7,306-244-3.23%$5,017,834
VANGUARD INDEX FDSVTIOther2.46%11,239--$4,158,880
UNITED BANKSHARES INC WEST VUBSIFinancial Services2.07%76,245--$3,494,308
APPLE INCAAPLTechnology1.93%11,256-8-0.07%$3,257,154
CISCO SYS INCCSCOTechnology1.75%25,222-1,637-6.09%$2,962,552
TEXAS INSTRS INCTXNTechnology1.72%9,764-620-5.97%$2,910,371
MICROSOFT CORPMSFTTechnology1.70%7,695+4+0.05%$2,870,392
ELI LILLY & COLLYHealthcare1.63%2,298-9-0.39%$2,756,294
ANALOG DEVICES INCADITechnology1.61%6,862-385-5.31%$2,725,381
JOHNSON & JOHNSONJNJHealthcare1.56%10,392-434-4.01%$2,639,270
WW GRAINGER INCGWWIndustrials1.48%1,836-100-5.17%$2,497,700
PROCTER & GAMBLE COPGConsumer Defensive1.47%16,955-418-2.41%$2,486,226
AMPHENOL CORPAPHTechnology1.47%14,089-133-0.94%$2,484,175
PEPSICO INCPEPConsumer Defensive1.42%17,680-317-1.76%$2,393,829
BROADCOM INCAVGOTechnology1.36%6,092-200-3.18%$2,301,257
UNITEDHEALTH GROUP INCUNHHealthcare1.35%5,483-178-3.14%$2,278,916
JPMORGAN CHASE & COJPMFinancial Services1.34%6,940+4,418+175.18%$2,271,670
CHUBB LIMITEDCBFinancial Services1.33%6,596-160-2.37%$2,247,524
LINDE PLCLINOther1.33%4,322-120-2.70%$2,242,865
WALMART INCWMTConsumer Defensive1.32%19,733-113-0.57%$2,234,964
GENERAL DYNAMICS CORPGDIndustrials1.30%6,221+4+0.06%$2,203,736
HOME DEPOT INCHDConsumer Cyclical1.27%6,106-9-0.15%$2,153,479
PARKER-HANNIFIN CORPPHIndustrials1.27%2,189-37-1.66%$2,141,109
VISA INCVFinancial Services1.26%6,206-94-1.49%$2,129,221
AMGEN INCAMGNHealthcare1.25%5,858-134-2.24%$2,121,314
WEC ENERGY GROUP INCWECUtilities1.24%17,945-469-2.55%$2,095,457
NEW JERSEY RES CORPNJRUtilities1.21%36,577-1,810-4.72%$2,049,786
SOUTHERN COSOUtilities1.20%21,122--$2,021,587
COLGATE PALMOLIVE COCLConsumer Defensive1.19%21,870-524-2.34%$2,005,055
PPG INDS INCPPGBasic Materials1.19%16,529-385-2.28%$2,004,818
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.18%2,127-53-2.43%$1,989,745
AFLAC INCAFLFinancial Services1.17%16,823-409-2.37%$1,972,508
NEXTERA ENERGY INCNEEUtilities1.16%22,421-604-2.62%$1,967,907
ATMOS ENERGY CORPATOUtilities1.16%11,414-272-2.33%$1,966,302
CHURCH & DWIGHT CO INCCHDConsumer Defensive1.14%19,950-526-2.57%$1,932,763
SHERWIN WILLIAMS COSHWBasic Materials1.14%5,609-14-0.25%$1,931,296
CMS ENERGY CORPCMSUtilities1.14%25,189-463-1.80%$1,926,976
PROLOGIS INC.PLDReal Estate1.13%14,156-438-3.00%$1,917,731
MCDONALDS CORPMCDConsumer Cyclical1.12%7,004-29-0.41%$1,893,261
REALTY INCOME CORPOReal Estate1.12%30,543-674-2.16%$1,892,468
TRANE TECHNOLOGIES PLCTTOther1.12%3,848-97-2.46%$1,889,984
COMMERCE BANCSHARES INCCBSHFinancial Services1.11%32,412-532-1.61%$1,871,805
ILLINOIS TOOL WKS INCITWIndustrials1.10%6,858-177-2.52%$1,854,890
ECOLAB INCECLBasic Materials1.10%6,649-105-1.55%$1,852,481
MOTOROLA SOLUTIONS INCMSITechnology1.09%4,459-106-2.32%$1,851,778
WASTE MGMT INC DELWMIndustrials1.09%8,279-30-0.36%$1,845,224
L3HARRIS TECHNOLOGIES INCLHXIndustrials1.09%6,319-85-1.33%$1,836,247
BERKLEY W R CORPWRBFinancial Services1.09%26,023-818-3.05%$1,835,404
MONDELEZ INTL INCMDLZConsumer Defensive1.08%31,519-1,024-3.15%$1,823,068
CENCORA INCCORHealthcare1.08%6,433+42+0.66%$1,820,414
AMERICAN WTR WKS CO INC NEWAWKUtilities1.03%13,188-322-2.38%$1,735,291
MASTERCARD INCORPORATEDMAFinancial Services1.01%3,310-67-1.98%$1,700,019
AUTOMATIC DATA PROCESSING INADPTechnology0.98%7,390-83-1.11%$1,654,998
CITY HLDG COCHCOFinancial Services0.97%12,345--$1,637,441
STRYKER CORPORATIONSYKHealthcare0.96%5,152+61+1.20%$1,622,061
LOWES COS INCLOWConsumer Cyclical0.96%7,349-31-0.42%$1,620,406
XYLEM INCXYLIndustrials0.95%13,648-175-1.27%$1,613,337
BROWN & BROWN INCBROFinancial Services0.94%24,741+416+1.71%$1,587,140
PAYCHEX INCPAYXTechnology0.93%15,981-514-3.12%$1,571,433
MEDTRONIC PLCMDTOther0.92%19,895+581+3.01%$1,556,386
SPDR GOLD TRGLDOther0.91%4,182-123-2.86%$1,540,565
BECTON DICKINSON & COBDXHealthcare0.90%10,091+610+6.43%$1,527,081
CINTAS CORPCTASIndustrials0.88%8,797-227-2.52%$1,496,199
ABBOTT LABORATORIESABTHealthcare0.86%15,985+372+2.38%$1,450,488
S&P GLOBAL INCSPGIFinancial Services0.85%3,545-24-0.67%$1,443,740
HENRY JACK & ASSOC INCJKHYTechnology0.84%10,292+95+0.93%$1,417,627
CONSTELLATION ENERGY CORPCEGUtilities0.82%5,583-65-1.15%$1,386,652
ROPER TECHNOLOGIES INCROPTechnology0.81%4,067-12-0.29%$1,376,234
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.73%10,025-489-4.65%$1,234,183
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.72%6,832+6,598+2819.66%$1,217,736
BROADRIDGE FINL SOLUTIONS INBRTechnology0.72%8,888+843+10.48%$1,217,216
TRACTOR SUPPLY COTSCOConsumer Cyclical0.71%38,027+5,180+15.77%$1,202,042
ZOETIS INCZTSHealthcare0.69%16,276+1,114+7.35%$1,169,601
EXXON MOBIL CORPXOMEnergy0.49%6,016+75+1.26%$822,563
COCA COLA COKOConsumer Defensive0.46%9,472--$769,789
TESLA INCTSLAConsumer Cyclical0.45%1,817+104+6.07%$764,230
INVESCO QQQ TRQQQOther0.41%945--$695,898
NVIDIA CORPORATIONNVDATechnology0.41%3,466+78+2.30%$693,512
INVESCO EXCHANGE TRADED FD TRSPOther0.41%3,249--$691,290
FIRST TR EXCHNG TRADED FD VIBUFROther0.35%16,286-322-1.94%$594,928
FIRST TR EXCHNG TRADED FD VIFDECOther0.34%10,609--$577,844
CHEVRON CORPORATIONCVXEnergy0.31%3,198-48-1.48%$530,100
UNION PAC CORPUNPIndustrials0.28%1,717+200+13.18%$467,024
ISHARES SILVER TRSLVOther0.28%8,731+155+1.81%$466,847
INTERNATIONAL BUSINESS MACHSIBMTechnology0.27%1,632+23+1.43%$458,935
INVESCO EXCH TRADED FD TR IIPIZOther0.27%8,073+421+5.50%$451,257
NUCOR CORPNUEBasic Materials0.25%1,931--$430,130
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.23%789--$394,808
INVESCO EXCH TRADED FD TR IIPIEOther0.22%10,919+836+8.29%$364,640
CLOROX CO DELCLXConsumer Defensive0.19%3,455--$329,745
NETFLIX INC.NFLXCommunication Services0.19%4,460--$318,444
VANGUARD SPECIALIZED FUNDSVIGOther0.19%1,333-28-2.06%$315,414
AMAZON COM INCAMZNConsumer Cyclical0.19%1,317+147+12.56%$313,894
ALPHABET INCGOOGCommunication Services0.19%887-25-2.74%$313,404
ALPHABET INCGOOGLCommunication Services0.18%836+46+5.82%$298,761
BANK OF AMER CORPBACFinancial Services0.16%4,832--$275,327
SPDR SERIES TRUSTXBIOther0.16%1,692--$267,759
ISHARES TRIVVOther0.15%335--$250,878
VANGUARD TAX-MANAGED FDSVEAOther0.15%3,510--$250,088
Nicholson Wealth Management Group, Llc Options Holdings in Q2 2026

2 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026NFLXNetflix, Inc.PUT4,400$314,160
Q2 2026NVDANVIDIA CorporationPUT1,500$300,135

Notional value represents the total exposure of the options position.

Nicholson Wealth Management Group, Llc Portfolio Stock Holdings | InsiderSet