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.
Nicholson Meyer Capital Management, Inc. (CIK 2065771) reported $130.4M across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWB ($13.1M, 10.05%), GLD ($12.3M, 9.47%), FNDX ($11.7M, 8.94%), BRK/B ($11.2M, 8.63%), GSLC ($10.3M, 7.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $13.1M | 10.05% | 36,748 | Added |
| 2 | GLD | SPDR GOLD TR | $12.3M | 9.47% | 28,702 | Trimmed |
| 3 | FNDX | SCHWAB STRATEGIC TR | $11.7M | 8.94% | 418,625 | Trimmed |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.2M | 8.63% | 23,476 | Trimmed |
| 5 | GSLC | GOLDMAN SACHS ETF TR | $10.3M | 7.88% | 82,128 | Added |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $9.6M | 7.34% | 224,842 | Added |
| 7 | IXN | ISHARES TR | $8.3M | 6.40% | 83,507 | Trimmed |
| 8 | GBIL | GOLDMAN SACHS ETF TR | $7.7M | 5.88% | 76,497 | Trimmed |
| 9 | VONG | VANGUARD SCOTTSDALE FDS | $7.0M | 5.39% | 64,065 | Added |
| 10 | AVDE | AMERICAN CENTY ETF TR | $6.8M | 5.20% | 79,944 | New |
| 11 | CGGR | CAPITAL GROUP GROWTH ETF | $6.5M | 5.00% | 162,116 | Added |
| 12 | ITOT | ISHARES TR | $3.4M | 2.57% | 23,550 | Trimmed |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $2.6M | 1.99% | 12,094 | Trimmed |
| 14 | AAPL | APPLE INC | $2.2M | 1.70% | 8,760 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $1.8M | 1.37% | 1,946 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $1.6M | 1.21% | 9,055 | Trimmed |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.87% | 22,287 | Added |
| 18 | AMZN | AMAZON COM INC | $1.1M | 0.84% | 5,276 | Trimmed |
| 19 | GE | GE AEROSPACE | $1.0M | 0.77% | 3,558 | Trimmed |
| 20 | WMT | WALMART INC | $988,523 | 0.76% | 7,954 | Hold |
| 21 | MSFT | MICROSOFT CORP | $835,861 | 0.64% | 2,258 | Trimmed |
| 22 | BUFF | INNOVATOR ETFS TRUST | $776,675 | 0.60% | 15,719 | Added |
| 23 | ET | ENERGY TRANSFER L P | $746,929 | 0.57% | 38,701 | Trimmed |
| 24 | CVE | CENOVUS ENERGY INC | $691,054 | 0.53% | 26,048 | Hold |
| 25 | MU | MICRON TECHNOLOGY INC | $682,437 | 0.52% | 2,020 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31