Nicholas Wealth, LLC.

13F filer · CIK 0001911391

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$182MU.S. long equity reported on 13F

Positions9614 new · 2 closed

Net flow last quarter+$3.76MBuys minus sells

Top 10 positions weight19.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202696 positions
MUMicron Technology Inc	$5.86M	3.21%	0.00%	-4.9%	Q4 2024
TSLATesla, Inc.	$5.44M	2.98%	0.00%	+2.3%	Q3 2023
NVDANvidia Corp	$4.5M	2.46%	0.00%	+1.8%	Q3 2023
MSFTMicrosoft Corp	$3.1M	1.70%	0.00%	+4.4%	Q3 2023
NBISNebius Group N.V.	$3.1M	1.70%	0.00%	-32.4%	Q2 2025
BLOXInfoblox Inc	$3.04M	1.67%	0.35%	+6.6%	Q2 2025
AMDAdvanced Micro Devices Inc	$2.95M	1.62%	0.00%	-0.9%	Q3 2023
AAPLApple Inc.	$2.9M	1.59%	0.00%	-4.1%	Q3 2023
DELLDell Technologies Inc.	$2.65M	1.45%	0.00%	-38.9%	Q4 2025
AMZNAmazon Com Inc	$2.62M	1.44%	0.00%	+0.3%	Q3 2023
PANWPalo Alto Networks Inc	$2.24M	1.23%	0.00%	+13.0%	Q1 2026
CRWDCrowdStrike Holdings, Inc.	$2.07M	1.14%	0.00%	+3.5%	Q3 2023
HIMSHims & Hers Health, Inc.	$2.04M	1.12%	Not reported	+36.1%	Q1 2025
IONQIonQ, Inc.	$2.01M	1.10%	0.01%	+36.6%	Q2 2025
AVGOBroadcom Inc.	$1.88M	1.03%	0.00%	-7.3%	Q3 2023
APPAppLovin Corp	$1.78M	0.97%	0.00%	+20.4%	Q3 2023
JPMJPMorgan Chase & Co	$1.75M	0.96%	0.00%	+9.7%	Q3 2023
HOODRobinhood Markets, Inc.	$1.75M	0.96%	0.01%	+38.8%	Q1 2025
HDHome Depot, Inc.	$1.73M	0.95%	0.00%	+10.3%	Q3 2023
PGYPagaya Technologies Ltd.	$1.72M	0.94%	Not reported	+193.4%	Q4 2025
GOOGLAlphabet Inc.	$1.72M	0.94%	0.00%	-0.9%	Q3 2023
METAMeta Platforms, Inc.	$1.71M	0.94%	Not reported	+8.8%	Q3 2023
MSMorgan Stanley	$1.62M	0.89%	0.00%	-0.2%	Q3 2023
PLOWDouglas Dynamics, Inc	$1.6M	0.88%	0.13%	-3.0%	Q3 2024
ABBVAbbVie Inc.	$1.57M	0.86%	0.00%	+6.0%	Q3 2023
COSTCostco Wholesale Corp	$1.56M	0.86%	0.00%	+2.6%	Q3 2023
KOCoca Cola Co	$1.5M	0.82%	0.00%	+3.4%	Q3 2023
IRENIREN Ltd	$1.47M	0.81%	0.01%	-24.0%	Q4 2025
ETNEaton Corp plc	$1.45M	0.80%	0.00%	-5.4%	Q3 2023
GSGoldman Sachs Group Inc	$1.44M	0.79%	0.00%	-0.1%	Q3 2023
BACBank of America Corp	$1.43M	0.78%	0.00%	+4.1%	Q3 2023
VLOValero Energy Corp	$1.38M	0.76%	0.00%	-24.7%	Q3 2023
WMTWalmart Inc.	$1.35M	0.74%	0.00%	+6.2%	Q3 2023
ORCLOracle Corp	$1.34M	0.73%	0.00%	+11.0%	Q3 2023
MRKMerck & Co., Inc.	$1.34M	0.73%	0.00%	-5.9%	Q3 2023
DLTRDollar Tree, Inc.	$1.33M	0.73%	0.01%	+6.9%	Q2 2025
NEENextera Energy Inc	$1.32M	0.72%	0.00%	-6.1%	Q3 2023
DKSDick'S Sporting Goods, Inc.	$1.32M	0.72%	0.01%	+0.7%	Q4 2025
AMGNAmgen Inc	$1.3M	0.71%	0.00%	+9.4%	Q1 2026
SOFISoFi Technologies, Inc.	$1.29M	0.71%	0.01%	+44.3%	Q1 2025
BMYBristol Myers Squibb Co	$1.28M	0.70%	0.00%	+3.0%	Q3 2023
PMPhilip Morris International Inc.	$1.27M	0.69%	0.00%	+5.4%	Q3 2023
PAAPlains All American Pipeline LP	$1.26M	0.69%	0.01%	-0.6%	Q1 2026
MMM3m Co	$1.24M	0.68%	0.00%	+0.7%	Q3 2023
ARESAres Management Corp	$1.23M	0.68%	0.00%	+29.7%	Q3 2023
WESWestern Midstream Partners, LP	$1.23M	0.67%	0.01%	+0.1%	Q1 2025
BTIBritish American Tobacco p.l.c.	$1.22M	0.67%	0.00%	-0.5%	Q3 2023
VSTVistra Corp.	$1.22M	0.67%	0.00%	+4.2%	Q2 2025
IBMInternational Business Machines Corp	$1.2M	0.66%	0.00%	+6.2%	Q3 2023
VZVerizon Communications Inc	$1.19M	0.65%	0.00%	+1.6%	Q3 2023

Q1 2026Reported Apr 22, 202684 positions
TSLATesla, Inc.	$4.7M	3.24%	0.00%	-2.0%	Q3 2023
NVDANvidia Corp	$3.85M	2.66%	0.00%	-0.9%	Q3 2023
MSFTMicrosoft Corp	$2.95M	2.04%	0.00%	+1.1%	Q3 2023
AAPLApple Inc.	$2.65M	1.83%	0.00%	-8.6%	Q3 2023
BLOXInfoblox Inc	$2.37M	1.64%	0.33%	+16.2%	Q2 2025
AMZNAmazon Com Inc	$2.28M	1.57%	0.00%	-10.7%	Q3 2023
MUMicron Technology Inc	$1.8M	1.25%	0.00%	-26.6%	Q4 2024
XOMExxonMobil Holdings Corp	$1.75M	1.21%	0.00%	+1.6%	Q3 2023
VLOValero Energy Corp	$1.74M	1.20%	0.00%	-12.6%	Q3 2023
NBISNebius Group N.V.	$1.73M	1.19%	0.01%	+408.8%	Q2 2025
CFCF Industries Holdings, Inc.	$1.68M	1.16%	0.01%	-2.2%	Q3 2023
AVGOBroadcom Inc.	$1.67M	1.15%	0.00%	-6.6%	Q3 2023
DELLDell Technologies Inc.	$1.65M	1.14%	0.00%	+20.0%	Q4 2025
COSTCostco Wholesale Corp	$1.62M	1.12%	0.00%	+6.4%	Q3 2023
METAMeta Platforms, Inc.	$1.6M	1.10%	Not reported	-3.4%	Q3 2023
NEENextera Energy Inc	$1.49M	1.03%	0.00%	-9.6%	Q3 2023
HDHome Depot, Inc.	$1.46M	1.01%	0.00%	+8.9%	Q3 2023
IRENIREN Ltd	$1.45M	1.00%	0.01%	-0.7%	Q4 2025
JPMJPMorgan Chase & Co	$1.44M	0.99%	0.00%	+4.8%	Q3 2023
WMTWalmart Inc.	$1.4M	0.96%	0.00%	-6.5%	Q3 2023
GOOGLAlphabet Inc.	$1.39M	0.96%	0.00%	-27.8%	Q3 2023
VZVerizon Communications Inc	$1.39M	0.96%	0.00%	+8.5%	Q3 2023
KOCoca Cola Co	$1.36M	0.94%	0.00%	+7.6%	Q3 2023
MRKMerck & Co., Inc.	$1.33M	0.92%	0.00%	Not reported	Q3 2023
BMYBristol Myers Squibb Co	$1.31M	0.90%	0.00%	+1.2%	Q3 2023
ETNEaton Corp plc	$1.29M	0.89%	0.00%	+2.1%	Q3 2023
PLOWDouglas Dynamics, Inc	$1.28M	0.89%	0.13%	-7.9%	Q3 2024
PLTRPalantir Technologies Inc.	$1.28M	0.89%	0.00%	-0.3%	Q3 2023
ABBVAbbVie Inc.	$1.28M	0.88%	0.00%	+11.2%	Q3 2023
MSMorgan Stanley	$1.28M	0.88%	0.00%	-10.0%	Q3 2023
PAAPlains All American Pipeline LP	$1.27M	0.88%	0.01%	New	Q1 2026
ORCLOracle Corp	$1.21M	0.83%	0.00%	+22.2%	Q3 2023
ABTAbbott Laboratories	$1.21M	0.83%	0.00%	+23.8%	Q3 2023
GSGoldman Sachs Group Inc	$1.2M	0.83%	0.00%	-7.0%	Q3 2023
GILDGilead Sciences, Inc.	$1.19M	0.82%	0.00%	0.0%	Q3 2023
BACBank of America Corp	$1.18M	0.81%	0.00%	0.0%	Q3 2023
BTIBritish American Tobacco p.l.c.	$1.17M	0.80%	0.00%	+3.9%	Q3 2023
AMGNAmgen Inc	$1.16M	0.80%	0.00%	New	Q1 2026
WESWestern Midstream Partners, LP	$1.16M	0.80%	0.01%	+10.9%	Q1 2025
GSLGlobal Ship Lease, Inc.	$1.15M	0.80%	0.09%	-13.7%	Q1 2024
DKSDick'S Sporting Goods, Inc.	$1.15M	0.79%	0.01%	-0.1%	Q4 2025
APPAppLovin Corp	$1.14M	0.79%	0.00%	-18.6%	Q3 2023
ORealty Income Corp	$1.13M	0.78%	0.00%	+8.8%	Q3 2024
DLTRDollar Tree, Inc.	$1.12M	0.78%	0.01%	-7.7%	Q2 2025
AFLAflac Inc	$1.12M	0.78%	0.00%	+12.3%	Q3 2023
SPOTSpotify Technology S.A.	$1.12M	0.77%	0.00%	+25.4%	Q1 2025
VSTVistra Corp.	$1.11M	0.76%	0.00%	+9.6%	Q2 2025
MMM3m Co	$1.1M	0.76%	0.00%	+8.8%	Q3 2023
PMPhilip Morris International Inc.	$1.1M	0.76%	0.00%	+10.7%	Q3 2023
ORLYO Reilly Automotive Inc	$1.1M	0.76%	0.00%	-0.6%	Q2 2025

Q4 2025Reported Feb 17, 202681 positions
TSLATesla, Inc.	$5.8M	3.92%	0.00%	+2.1%	Q3 2023
NVDANvidia Corp	$4.16M	2.81%	0.00%	+18.0%	Q3 2023
MSFTMicrosoft Corp	$3.81M	2.57%	0.00%	+75.2%	Q3 2023
AAPLApple Inc.	$3.11M	2.10%	0.00%	+23.9%	Q3 2023
AMZNAmazon Com Inc	$2.83M	1.91%	0.00%	+28.8%	Q3 2023
BLOXInfoblox Inc	$2.76M	1.86%	0.28%	+39.8%	Q2 2025
APPAppLovin Corp	$2.37M	1.60%	0.00%	-0.5%	Q3 2023
GOOGLAlphabet Inc.	$2.1M	1.42%	0.00%	+5.1%	Q3 2023
MUMicron Technology Inc	$2.08M	1.40%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$1.99M	1.35%	0.00%	+8.4%	Q3 2023
METAMeta Platforms, Inc.	$1.91M	1.29%	Not reported	+4.9%	Q3 2023
SOFISoFi Technologies, Inc.	$1.62M	1.09%	0.00%	+1.5%	Q1 2025
IRENIREN Ltd	$1.61M	1.09%	0.02%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$1.6M	1.08%	0.00%	+1.0%	Q3 2023
PLTRPalantir Technologies Inc.	$1.56M	1.05%	0.00%	-41.1%	Q3 2023
MSMorgan Stanley	$1.53M	1.03%	0.00%	+7.0%	Q3 2023
HOODRobinhood Markets, Inc.	$1.51M	1.02%	0.01%	-0.1%	Q1 2025
JPMJPMorgan Chase & Co	$1.5M	1.01%	0.00%	+18.9%	Q3 2023
CBChubb Ltd	$1.46M	0.99%	0.00%	+9.3%	Q3 2023
NEENextera Energy Inc	$1.42M	0.96%	0.00%	-36.6%	Q3 2023
HDHome Depot, Inc.	$1.4M	0.95%	0.00%	-37.3%	Q3 2023
DLTRDollar Tree, Inc.	$1.37M	0.92%	0.01%	+10.1%	Q2 2025
GSGoldman Sachs Group Inc	$1.34M	0.91%	0.00%	+7.3%	Q3 2023
WMTWalmart Inc.	$1.34M	0.90%	0.00%	+11.9%	Q3 2023
BACBank of America Corp	$1.33M	0.90%	0.00%	+9.0%	Q3 2023
COSTCostco Wholesale Corp	$1.32M	0.89%	0.00%	+8.3%	Q3 2023
VLOValero Energy Corp	$1.32M	0.89%	0.00%	+10.4%	Q3 2023
ORCLOracle Corp	$1.31M	0.88%	0.00%	+26.0%	Q3 2023
ADBEAdobe Inc.	$1.27M	0.86%	0.00%	Not reported	Q3 2023
GSLGlobal Ship Lease, Inc.	$1.26M	0.85%	0.10%	+12.2%	Q1 2024
CRMSalesforce, Inc.	$1.25M	0.84%	0.00%	+16.9%	Q3 2023
XOMExxonMobil Holdings Corp	$1.22M	0.83%	0.00%	+14.0%	Q3 2023
ABBVAbbVie Inc.	$1.21M	0.82%	0.00%	+11.5%	Q3 2023
CRWDCrowdStrike Holdings, Inc.	$1.2M	0.81%	0.00%	+7.9%	Q3 2023
ABTAbbott Laboratories	$1.19M	0.80%	0.00%	+22.0%	Q3 2023
LNCLincoln National Corp	$1.17M	0.79%	0.01%	+12.6%	Q3 2023
KOCoca Cola Co	$1.16M	0.78%	0.00%	-42.4%	Q3 2023
IONQIonQ, Inc.	$1.16M	0.78%	0.01%	+4.8%	Q2 2025
BMYBristol Myers Squibb Co	$1.15M	0.78%	0.00%	+19.7%	Q3 2023
DKSDick'S Sporting Goods, Inc.	$1.14M	0.77%	0.01%	New	Q4 2025
OSCROscar Health, Inc.	$1.14M	0.77%	Not reported	+7.0%	Q3 2025
CELHCelsius Holdings, Inc.	$1.13M	0.76%	0.01%	+9.8%	Q2 2025
ETNEaton Corp plc	$1.12M	0.76%	0.00%	+12.2%	Q3 2023
MMM3m Co	$1.12M	0.75%	0.00%	+23.0%	Q3 2023
ARESAres Management Corp	$1.12M	0.75%	0.00%	+14.5%	Q3 2023
XYZBlock, Inc.	$1.1M	0.74%	Not reported	+11.1%	Q3 2024
ORLYO Reilly Automotive Inc	$1.09M	0.74%	0.00%	+10.5%	Q2 2025
BTIBritish American Tobacco p.l.c.	$1.09M	0.73%	0.00%	+15.6%	Q3 2023
UBERUber Technologies, Inc	$1.09M	0.73%	0.00%	+9.9%	Q3 2023
VSTVistra Corp.	$1.08M	0.73%	0.00%	Not reported	Q2 2025

Q3 2025Reported Feb 17, 202676 positions
TSLATesla, Inc.	$5.62M	4.11%	0.00%	+2.2%	Q3 2023
NVDANvidia Corp	$3.52M	2.58%	0.00%	+11.0%	Q3 2023
BLOXInfoblox Inc	$2.74M	2.01%	0.20%	+104.6%	Q2 2025
PLTRPalantir Technologies Inc.	$2.72M	1.99%	0.00%	+9.3%	Q3 2023
HDHome Depot, Inc.	$2.64M	1.93%	0.00%	+14.2%	Q3 2023
APPAppLovin Corp	$2.54M	1.86%	0.00%	-1.4%	Q3 2023
AAPLApple Inc.	$2.35M	1.72%	0.00%	+11.7%	Q3 2023
MSFTMicrosoft Corp	$2.33M	1.70%	0.00%	+13.3%	Q3 2023
NEENextera Energy Inc	$2.11M	1.54%	0.00%	+21.6%	Q3 2023
AMZNAmazon Com Inc	$2.09M	1.53%	0.00%	+10.7%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$2.06M	1.51%	Not reported	+21.0%	Q3 2023
METAMeta Platforms, Inc.	$2.02M	1.48%	Not reported	+17.9%	Q3 2023
KOCoca Cola Co	$1.91M	1.40%	0.00%	+22.5%	Q3 2023
HOODRobinhood Markets, Inc.	$1.91M	1.40%	0.01%	-4.6%	Q1 2025
AVGOBroadcom Inc.	$1.75M	1.28%	0.00%	+11.7%	Q3 2023
CLSCelestica Inc	$1.66M	1.21%	0.01%	+2.9%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$1.63M	1.19%	Not reported	+6.8%	Q3 2023
SOFISoFi Technologies, Inc.	$1.61M	1.18%	0.01%	+1.1%	Q1 2025
GOOGLAlphabet Inc.	$1.55M	1.14%	0.00%	+13.3%	Q3 2023
IONQIonQ, Inc.	$1.51M	1.11%	0.01%	+10.6%	Q2 2025
ORCLOracle Corp	$1.5M	1.10%	0.00%	+9.3%	Q3 2023
OSCROscar Health, Inc.	$1.4M	1.03%	Not reported	New	Q3 2025
CATCaterpillar Inc	$1.33M	0.97%	0.00%	+9.5%	Q3 2023
COSTCostco Wholesale Corp	$1.31M	0.96%	0.00%	+10.3%	Q3 2023
HIMSHims & Hers Health, Inc.	$1.29M	0.95%	Not reported	+9.4%	Q1 2025
CELHCelsius Holdings, Inc.	$1.29M	0.95%	0.01%	+8.8%	Q2 2025
MSMorgan Stanley	$1.28M	0.94%	0.00%	+11.7%	Q3 2023
VLOValero Energy Corp	$1.25M	0.91%	0.00%	+13.4%	Q3 2023
JPMJPMorgan Chase & Co	$1.24M	0.90%	0.00%	+6.1%	Q3 2023
CBChubb Ltd	$1.21M	0.89%	0.00%	+14.7%	Q3 2023
NFLXNetflix Inc	$1.2M	0.88%	0.00%	+3.9%	Q3 2023
AMDAdvanced Micro Devices Inc	$1.2M	0.87%	0.00%	+8.4%	Q3 2023
UBERUber Technologies, Inc	$1.18M	0.87%	0.00%	+11.3%	Q3 2023
ETNEaton Corp plc	$1.18M	0.86%	0.00%	+11.4%	Q3 2023
ORLYO Reilly Automotive Inc	$1.17M	0.85%	0.00%	+11.9%	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$1.16M	0.85%	0.00%	+14.3%	Q3 2023
SMCISuper Micro Computer, Inc.	$1.15M	0.84%	0.00%	+11.6%	Q3 2024
BACBank of America Corp	$1.14M	0.84%	0.00%	+14.6%	Q3 2023
SPOTSpotify Technology S.A.	$1.14M	0.83%	0.00%	+15.6%	Q1 2025
VVisa Inc.	$1.14M	0.83%	0.00%	+12.1%	Q3 2023
GSGoldman Sachs Group Inc	$1.13M	0.83%	0.00%	+10.7%	Q3 2023
WMTWalmart Inc.	$1.11M	0.81%	0.00%	+14.8%	Q3 2023
XYZBlock, Inc.	$1.1M	0.81%	Not reported	+10.9%	Q3 2024
ABBVAbbVie Inc.	$1.1M	0.80%	0.00%	-44.1%	Q3 2023
ABTAbbott Laboratories	$1.04M	0.76%	0.00%	+18.5%	Q3 2023
CFCF Industries Holdings, Inc.	$1.04M	0.76%	0.01%	+15.7%	Q3 2023
XOMExxonMobil Holdings Corp	$1.01M	0.74%	0.00%	+27.3%	Q3 2023
GSLGlobal Ship Lease, Inc.	$982K	0.72%	0.09%	+21.7%	Q1 2024
ARESAres Management Corp	$964K	0.70%	0.00%	+13.3%	Q3 2023
MSTRStrategy Inc	$956K	0.70%	Not reported	+14.4%	Q1 2025

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