Long-term investor
Nicholson Wealth Management Group, LLC @nicholsonwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002035982).
Record
- Tracked since 2025-06-30 (434 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days +3.4% · 6 months +2.0% · 1 year +4.3% · all +4.3%
- Max drawdown -1.3% · Sharpe -0.23 · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CATX · 3.3% · long · since 2025-06-30
- VOO · 3.0% · long · since 2025-06-30
- VTI · 2.5% · long · since 2025-06-30
- UBSI · 2.1% · long · since 2025-06-30
- AAPL · 1.9% · long · since 2025-06-30
- CSCO · 1.7% · long · since 2025-06-30
- TXN · 1.7% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30
- LLY · 1.6% · long · since 2025-06-30
- ADI · 1.6% · long · since 2025-06-30
- JNJ · 1.6% · long · since 2025-06-30
- GWW · 1.5% · long · since 2025-06-30