Nicholson Wealth Management Group, Llc Portfolio Stock Holdings

Nicholson Wealth Management Group, Llc disclosed 112 stock positions valued at approximately $171.2 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 March 31, 2026 and was filed on May 4, 2026.

Report Period
March 31, 2026
No. of Stocks
112
Portfolio Value
$171.2M
Holdings by Sector
Nicholson Wealth Management Group, Llc Portfolio Holdings in Q1 2026

111 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
PERSPECTIVE THERAPEUTICS INCCATXHealthcare3.94%1,618,993+1,000+0.06%$6,751,201
VANGUARD INDEX FDSVOOOther2.64%7,550-989-11.58%$4,511,503
VANGUARD INDEX FDSVTIOther2.11%11,239--$3,605,584
UNITED BANKSHARES INC WEST VUBSIFinancial Services1.85%76,245--$3,158,068
APPLE INCAAPLTechnology1.67%11,264+332+3.04%$2,858,760
MICROSOFT CORPMSFTTechnology1.66%7,691+234+3.14%$2,846,979
PEPSICO INCPEPConsumer Defensive1.63%17,997+285+1.61%$2,794,802
JOHNSON & JOHNSONJNJHealthcare1.55%10,826-136-1.24%$2,646,314
PROCTER & GAMBLE COPGConsumer Defensive1.47%17,373+149+0.87%$2,509,405
WALMART INCWMTConsumer Defensive1.44%19,846-1,265-5.99%$2,466,461
PHILLIPS 66PSXEnergy1.37%12,905-362-2.73%$2,351,043
ANALOG DEVICES INCADITechnology1.35%7,247-592-7.55%$2,305,565
L3HARRIS TECHNOLOGIES INCLHXIndustrials1.29%6,404-736-10.31%$2,210,345
LINDE PLCLINOther1.29%4,442-121-2.65%$2,202,169
CHUBB LTD SWITZCBFinancial Services1.29%6,756+9+0.13%$2,201,983
MCDONALDS CORPMCDConsumer Cyclical1.28%7,033-93-1.31%$2,185,791
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.27%2,180-40-1.80%$2,172,217
ATMOS ENERGY CORPATOUtilities1.26%11,686+199+1.73%$2,158,644
NEXTERA ENERGY INCNEEUtilities1.25%23,025-240-1.03%$2,138,570
GENERAL DYNAMICS CORPGDIndustrials1.25%6,217-108-1.71%$2,133,803
WEC ENERGY GROUP INCWECUtilities1.25%18,414+663+3.74%$2,131,798
ELI LILLY & COLLYHealthcare1.24%2,307-112-4.63%$2,121,911
WW GRAINGER INCGWWIndustrials1.23%1,936-1-0.05%$2,111,810
AMGEN INCAMGNHealthcare1.23%5,992-27-0.45%$2,108,292
NEW JERSEY RES CORPNJRUtilities1.23%38,387+1,205+3.24%$2,108,214
CISCO SYS INCCSCOTechnology1.22%26,859-49-0.18%$2,084,023
SOUTHERN COSOUtilities1.19%21,122--$2,038,695
TEXAS INSTRS INCTXNTechnology1.18%10,384-247-2.32%$2,015,957
HOME DEPOT INCHDConsumer Cyclical1.18%6,115-1-0.02%$2,011,169
CENCORA INCCORHealthcare1.17%6,391-92-1.42%$2,007,670
PARKER-HANNIFIN CORPPHIndustrials1.16%2,226-113-4.83%$1,992,806
CMS ENERGY CORPCMSUtilities1.16%25,652+681+2.73%$1,990,091
MOTOROLA SOLUTIONS INCMSITechnology1.16%4,565+4,565+100.00%$1,981,073
BROADCOM INCAVGOTechnology1.14%6,292-121-1.89%$1,947,439
PROLOGIS INC.PLDReal Estate1.13%14,594+248+1.73%$1,929,044
CHURCH & DWIGHT CO INCCHDConsumer Defensive1.12%20,476-553-2.63%$1,910,824
REALTY INCOME CORPOReal Estate1.12%31,217+440+1.43%$1,909,865
WASTE MGMT INC DELWMIndustrials1.12%8,309+8,309+100.00%$1,909,325
COLGATE PALMOLIVE COCLConsumer Defensive1.12%22,394-169-0.75%$1,908,647
VISA INCVFinancial Services1.11%6,300+294+4.90%$1,904,114
AFLAC INCAFLFinancial Services1.10%17,232+80+0.47%$1,890,528
MONDELEZ INTL INCMDLZConsumer Defensive1.10%32,543+455+1.42%$1,875,779
SPDR GOLD TRGLDOther1.08%4,305+329+8.27%$1,852,398
AMERICAN WTR WKS CO INC NEWAWKUtilities1.07%13,510+830+6.55%$1,838,583
ILLINOIS TOOL WKS INCITWIndustrials1.07%7,035+71+1.02%$1,831,140
PPG INDS INCPPGBasic Materials1.06%16,914-1,058-5.89%$1,807,776
SHERWIN WILLIAMS COSHWBasic Materials1.05%5,623-140-2.43%$1,802,455
AMPHENOL CORPAPHTechnology1.05%14,222-238-1.65%$1,796,950
ECOLAB INCECLBasic Materials1.05%6,754-110-1.60%$1,796,699
ZOETIS INCZTSHealthcare1.05%15,162+508+3.47%$1,792,305
BERKLEY W R CORPWRBFinancial Services1.04%26,841+2,332+9.51%$1,779,023
LOWES COS INCLOWConsumer Cyclical1.02%7,380-360-4.65%$1,743,759
MASTERCARD INCORPORATEDMAFinancial Services0.99%3,377+128+3.94%$1,687,353
MEDTRONIC PLCMDTOther0.98%19,314+278+1.46%$1,673,558
STRYKER CORPORATIONSYKHealthcare0.98%5,091+35+0.69%$1,672,854
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.97%10,514-333-3.07%$1,653,645
XYLEM INCXYLIndustrials0.97%13,823+246+1.81%$1,651,852
TRANE TECHNOLOGIES PLCTTOther0.96%3,945+3,945+100.00%$1,644,039
COMMERCE BANCSHARES INCCBSHFinancial Services0.95%32,944-1,308-3.82%$1,620,850
HENRY JACK & ASSOC INCJKHYTechnology0.94%10,197-211-2.03%$1,611,538
ABBOTT LABORATORIESABTHealthcare0.94%15,613+1,053+7.23%$1,602,991
BROWN & BROWN INCBROFinancial Services0.93%24,325+1,755+7.78%$1,586,235
CONSTELLATION ENERGY CORPCEGUtilities0.92%5,648+433+8.30%$1,577,205
UNITEDHEALTH GROUP INCUNHHealthcare0.89%5,661+133+2.41%$1,531,816
CINTAS CORPCTASIndustrials0.89%9,024+395+4.58%$1,526,322
PAYCHEX INCPAYXTechnology0.89%16,495+689+4.36%$1,519,529
AUTOMATIC DATA PROCESSING INADPTechnology0.89%7,473+321+4.49%$1,518,364
S&P GLOBAL INCSPGIFinancial Services0.89%3,569+86+2.47%$1,518,040
BECTON DICKINSON & COBDXHealthcare0.87%9,481+266+2.89%$1,490,703
TRACTOR SUPPLY COTSCOConsumer Cyclical0.87%32,847+647+2.01%$1,487,973
CITY HLDG COCHCOFinancial Services0.86%12,345--$1,475,474
ROPER TECHNOLOGIES INCROPTechnology0.84%4,079+416+11.36%$1,443,395
ACCENTURE PLC IRELANDACNTechnology0.82%7,097+215+3.12%$1,407,264
FACTSET RESH SYS INCFDSFinancial Services0.80%6,344+19+0.30%$1,376,589
MCCORMICK & CO INCMKCConsumer Defensive0.79%26,890-105-0.39%$1,356,332
BROADRIDGE FINL SOLUTIONS INBRTechnology0.76%8,045+510+6.77%$1,307,152
INTUITINTUTechnology0.70%2,784+355+14.62%$1,203,746
EXXON MOBIL CORPXOMEnergy0.59%5,941-1,534-20.52%$1,007,946
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.58%234+234+100.00%$985,215
JPMORGAN CHASE & COJPMFinancial Services0.43%2,522--$741,872
COCA COLA COKOConsumer Defensive0.42%9,472+126+1.35%$720,346
CHEVRON CORPORATIONCVXEnergy0.39%3,246+350+12.09%$671,597
TESLA INCTSLAConsumer Cyclical0.37%1,713+5+0.29%$636,808
INVESCO EXCHANGE TRADED FD TRSPOther0.36%3,249--$623,548
NVIDIA CORPORATIONNVDATechnology0.35%3,388--$590,867
ISHARES SILVER TRSLVOther0.34%8,576+1,150+15.49%$584,369
FIRST TR EXCHNG TRADED FD VIBUFROther0.33%16,608-334-1.97%$560,852
INVESCO QQQ TRQQQOther0.32%945-3-0.32%$545,435
FIRST TR EXCHNG TRADED FD VIFDECOther0.31%10,609--$527,479
NETFLIX INC.NFLXCommunication Services0.25%4,460-300-6.30%$428,829
INTERNATIONAL BUSINESS MACHSIBMTechnology0.23%1,609-29-1.77%$390,006
INVESCO EXCH TRADED FD TR IIPIZOther0.22%7,652+7,652+100.00%$378,931
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.22%789+31+4.09%$378,089
UNION PAC CORPUNPIndustrials0.22%1,517--$368,055
CLOROX CO DELCLXConsumer Defensive0.21%3,455--$358,042
NUCOR CORPNUEBasic Materials0.19%1,931--$326,532
WATERS CORPWATHealthcare0.16%932+932+100.00%$277,550
INVESCO EXCH TRADED FD TR IIPIEOther0.15%10,083+10,083+100.00%$262,464
ALPHABET INCGOOGCommunication Services0.15%912-17-1.83%$261,616
AMAZON COM INCAMZNConsumer Cyclical0.14%1,170-545-31.78%$243,676
Nicholson Wealth Management Group, Llc Options Holdings in Q1 2026

2 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026NFLXNetflix, Inc.PUT4,400$423,060
Q1 2026NVDANVIDIA CorporationPUT1,500$261,600

Notional value represents the total exposure of the options position.