Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nicholas Wealth, LLC. (CIK 1911391) reported $144.9M across 111 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GIAX ($17.8M, 12.28%), FIAX ($11.2M, 7.72%), TSLA ($4.7M, 3.24%), NVDA ($3.9M, 2.66%), MSFT ($2.9M, 2.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GIAX | TIDAL TRUST II | $17.8M | 12.28% | 1.3M | Added |
| 2 | FIAX | TIDAL TRUST II | $11.2M | 7.72% | 641,157 | Trimmed |
| 3 | TSLA | TESLA INC | $4.7M | 3.24% | 12,638 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $3.9M | 2.66% | 22,081 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $2.9M | 2.04% | 7,969 | Added |
| 6 | AAPL | APPLE INC | $2.7M | 1.83% | 10,454 | Trimmed |
| 7 | BLOX | TIDAL TRUST II | $2.4M | 1.64% | 183,226 | Added |
| 8 | AMZN | AMAZON COM INC | $2.3M | 1.57% | 10,955 | Trimmed |
| 9 | BOXX | EA SERIES TRUST | $1.8M | 1.27% | 15,879 | Added |
| 10 | MU | MICRON TECHNOLOGY INC | $1.8M | 1.25% | 5,342 | Trimmed |
| 11 | XOM | EXXON MOBIL CORP | $1.8M | 1.21% | 10,338 | Added |
| 12 | VLO | VALERO ENERGY CORP | $1.7M | 1.20% | 7,061 | Trimmed |
| 13 | NBIS | NEBIUS GROUP N.V. | $1.7M | 1.19% | 16,626 | Added |
| 14 | CF | CF INDUSTRIES HOLD | $1.7M | 1.16% | 12,917 | Trimmed |
| 15 | AVGO | BROADCOM INC | $1.7M | 1.15% | 5,382 | Trimmed |
| 16 | DELL | DELL TECHNOLOGIES INC | $1.7M | 1.14% | 10,054 | Added |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $1.6M | 1.12% | 1,627 | Added |
| 18 | META | META PLATFORMS INC | $1.6M | 1.10% | 2,788 | Trimmed |
| 19 | NEE | NEXTERA ENERGY INC | $1.5M | 1.03% | 16,029 | Trimmed |
| 20 | HD | HOME DEPOT INC | $1.5M | 1.01% | 4,447 | Added |
| 21 | IREN | IREN LIMITED | $1.5M | 1.00% | 42,332 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $1.4M | 0.99% | 4,883 | Added |
| 23 | VZ | VERIZON COMMUNICATIONS INC | $1.4M | 0.96% | 27,684 | Added |
| 24 | WMT | WALMART INC | $1.4M | 0.96% | 11,238 | Trimmed |
| 25 | GOOGL | ALPHABET INC | $1.4M | 0.96% | 4,848 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31