Long-term investor
Nicholas Wealth, Llc. @nicholaswealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911391).
Record
- Tracked since 2025-06-30 (448 days), 164 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +3.5% · all +3.5%
- Max drawdown n/a · win rate 34% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 88636J162 · 12.2% · long · since 2025-06-30
- 88634T535 · 5.8% · long · since 2025-06-30
- MU · 3.2% · long · since 2025-12-31
- TSLA · 3.0% · long · since 2025-06-30
- NVDA · 2.5% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30
- NBIS · 1.7% · long · since 2025-06-30
- 88636V728 · 1.7% · long · since 2025-06-30
- AMD · 1.6% · long · since 2025-06-30
- AAPL · 1.6% · long · since 2025-06-30
- DELL · 1.5% · long · since 2025-12-31
- AMZN · 1.4% · long · since 2025-06-30