Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Nicholas Wealth, LLC. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Nicholas Wealth, LLC. (CIK 1911391) reported $182.5M across 127 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GIAX ($22.3M, 12.24%), FIAX ($10.6M, 5.80%), MU ($5.9M, 3.21%), TSLA ($5.4M, 2.98%), NVDA ($4.5M, 2.46%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GIAXTIDAL TRUST II$22.3M12.24%1.3MAdded
2FIAXTIDAL TRUST II$10.6M5.80%601,009Trimmed
3MUMICRON TECHNOLOGY INC$5.9M3.21%5,081Trimmed
4TSLATESLA INC$5.4M2.98%12,923Added
5NVDANVIDIA CORPORATION$4.5M2.46%22,471Added
6NBISNEBIUS GROUP N.V.$3.1M1.70%11,234Trimmed
7MSFTMICROSOFT CORP$3.1M1.70%8,322Added
8BLOXTIDAL TRUST II$3.0M1.67%195,386Added
9AMDADVANCED MICRO DEVICES INC$2.9M1.62%5,075Trimmed
10AAPLAPPLE INC$2.9M1.59%10,024Trimmed
11DELLDELL TECHNOLOGIES INC$2.7M1.45%6,148Trimmed
12AMZNAMAZON COM INC$2.6M1.44%10,990Added
13BOXXEA SERIES TRUST$2.5M1.37%21,326Added
14PANWPALO ALTO NETWORKS INC$2.2M1.23%6,579Added
15CRWDCROWDSTRIKE HLDGS INC$2.1M1.14%2,714Added
16HIMSHIMS & HERS HEALTH INC$2.0M1.12%58,864Added
17IONQIONQ INC$2.0M1.10%37,776Added
18AVGOBROADCOM INC$1.9M1.03%4,989Trimmed
19APPAPPLOVIN CORP$1.8M0.97%3,451Added
20HOODROBINHOOD MKTS INC$1.7M0.96%17,429Added
21JPMJPMORGAN CHASE & CO$1.8M0.96%5,355Added
22HDHOME DEPOT INC$1.7M0.95%4,903Added
23METAMETA PLATFORMS INC$1.7M0.94%3,032Added
24GOOGLALPHABET INC$1.7M0.94%4,805Trimmed
25PGYPAGAYA TECHNOLOGIES LTD$1.7M0.94%94,131Added

Source: SEC Form 13F filings · as of 2026-06-30