Nilsine Partners, LLC

GREENWOOD VILLAGE, CO · CIK 1913043 · 13F filing filed 2026-07-24

SEC-registered investment adviser since 2021 · limited liability company

Assets managed$1.9bn
Staff18 · 12 in investment roles
Main clients (by assets)High net worth individuals 73%, Charities 9%, Private funds 9%
Private funds11 · $203.9m gross assets
Form ADV · 2026-03-24SEC adviser record

Legal entityNILSINE PARTNERS, LLC (US)

Kindwealth
Others nearbyEnglewood, CO, Salt Lake City, UT

As an employer

Offices in1 country
Private fundsother private 11

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Greenwood Village, CO (main office)United States	United States	about 11
Cottonwood Heights, UTUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.4bn reported value +12.8% vs Q1 2026

429positions

27.5%in top 10

36 new 260 added 102 reduced 23 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($3.0m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ATMOS ENERGY CORP COM ATO	ATO	485,268	$83.6m5.79%	5.79%	Reduced -6.1k	-6,063 -1.2%
2	APPLE INC COM AAPL	AAPL	228,660	$66.2m4.58%	4.58%	Added +10.1k	+10,098 4.6%
3	LAM RESEARCH CORP COM NEW LRCX	LRCX	99,904	$43.3m3.00%	3.00%	Added +69	+69 0.1%
4	NVIDIA CORPORATION COM NVDA	NVDA	197,719	$39.6m2.74%	2.74%	Added +18.0k	+18,039 10.0%
5	MICRON TECHNOLOGY INC COM MU	MU	29,433	$34.0m2.35%	2.35%	Reduced -68	-68 -0.2%
6	FIRST TR EXCHANGE TRADED FD NASDQ SEMCNDTR FTXL	FTXL	112,477	$32.1m2.22%	2.22%	Added +168	+168 0.1%
7	BROADCOM INC COM AVGO	AVGO	71,455	$27.0m1.87%	1.87%	Added +4.2k	+4,209 6.3%
8	AMAZON COM INC COM AMZN	AMZN	104,703	$25.0m1.73%	1.73%	Added +790	+790 0.8%
9	FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH FBT	FBT	97,225	$24.1m1.67%	1.67%	Added +2.1k	+2,142 2.2%
10	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	30,155	$22.5m1.56%	1.56%	Added +117	+117 0.4%
11	FIRST TR EXCHANGE TRADED FD NASDAQ TRANSN FTXR	FTXR	465,155	$21.2m1.47%	1.47%	Added +11.8k	+11,794 2.6%
12	FIRST TR EXCHANGE TRADED FD TECH ALPHADEX FXL	FXL	97,521	$21.2m1.47%	1.47%	Added +96.0k	+95,982 6236.6%
13	FIRST TR NASDAQ 100 TECH IND SHS QTEC	QTEC	60,647	$20.3m1.41%	1.41%	Added +57.5k	+57,530 1845.7%
14	KLA CORP COM NEW KLAC	KLAC	65,887	$19.9m1.38%	1.38%	Reduced -1.0k	-1,043 -1.6%
15	MICROSOFT CORP COM MSFT	MSFT	43,818	$16.3m1.13%	1.13%	Added +1.6k	+1,600 3.8%
16	COSTCO WHSL CORP NEW COM COST	COST	16,671	$15.6m1.08%	1.08%	Added +240	+240 1.5%
17	KROGER CO COM KR	KR	247,802	$13.8m0.95%	0.95%	Added +1.9k	+1,912 0.8%
18	ELI LILLY & CO COM LLY	LLY	11,082	$13.3m0.92%	0.92%	Added +7	+7 0.1%
19	PGIM ETF TR AAA CLO ETF PAAA	PAAA	258,269	$13.2m0.92%	0.92%	Reduced -17.6k	-17,604 -6.4%
20	JPMORGAN CHASE & CO COM JPM	JPM	39,511	$12.9m0.90%	0.90%	Added +581	+581 1.5%
21	ISHARES INC MSCI STH KOR ETF EWY	EWY	63,977	$12.9m0.89%	0.89%	Added +203	+203 0.3%
22	META PLATFORMS INC CL A META	META	22,843	$12.9m0.89%	0.89%	Added +2.9k	+2,926 14.7%
23	ISHARES TR RUSSELL 2000 ETF IWM	IWM	41,274	$12.4m0.86%	0.86%	Added +4.9k	+4,906 13.5%
24	VISA INC COM CL A V	V	34,998	$12.0m0.83%	0.83%	Added +1.4k	+1,364 4.1%
25	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	237,062	$12.0m0.83%	0.83%	Reduced -5.7k	-5,707 -2.4%
26	NORTHERN LTS FD TR III COUN QUA EQU ETF CPAI	CPAI	229,706	$11.9m0.83%	0.83%	Added +8.1k	+8,084 3.6%
27	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	23,044	$11.5m0.80%	0.80%	Added +1.0k	+1,014 4.6%
28	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	83,492	$11.4m0.79%	0.79%	New
29	ALPHABET INC CAP STK CL C GOOG	GOOG	30,619	$10.8m0.75%	0.75%	Added +3.6k	+3,623 13.4%
30	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	22,330	$10.7m0.74%	0.74%	Reduced -630	-630 -2.7%
31	ISHARES INC MSCI ITALY ETF EWI	EWI	179,139	$10.6m0.74%	0.74%	Added +2.9k	+2,900 1.6%
32	CATERPILLAR INC COM CAT	CAT	9,750	$10.4m0.72%	0.72%	Added +77	+77 0.8%
33	ALPHABET INC CAP STK CL A GOOGL	GOOGL	28,424	$10.2m0.70%	0.70%	Added +355	+355 1.3%
34	NETFLIX INC COM NFLX	NFLX	138,081	$9.9m0.68%	0.68%	Added +29.4k	+29,421 27.1%
35	CISCO SYS INC COM CSCO	CSCO	83,161	$9.8m0.68%	0.68%	Added +24.8k	+24,778 42.4%
36	ISHARES TR CORE S&P500 ETF IVV	IVV	12,993	$9.7m0.67%	0.67%	Added +115	+115 0.9%
37	ISHARES TR MSCI PERU AND GL EPU	EPU	116,240	$9.7m0.67%	0.67%	Added +2.5k	+2,543 2.2%
38	ISHARES INC MSCI ISRAEL ETF EIS	EIS	79,749	$9.6m0.67%	0.67%	Added +1.5k	+1,530 2.0%
39	FIRST TR EXCHANGE-TRADED FD SENIOR LN FD FTSL	FTSL	212,769	$9.5m0.66%	0.66%	Added +6.2k	+6,245 3.0%
40	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	122,667	$9.2m0.64%	0.64%	Added +4.6k	+4,623 3.9%
41	MARATHON PETE CORP COM MPC	MPC	35,188	$9.0m0.62%	0.62%	Added +551	+551 1.6%
42	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	113,268	$8.9m0.62%	0.62%	Reduced -67.3k	-67,305 -37.3%
43	UNITED RENTALS INC COM URI	URI	7,664	$8.7m0.60%	0.60%	Added +53	+53 0.7%
44	GOLDMAN SACHS GROUP INC COM GS	GS	8,493	$8.6m0.59%	0.59%	Added +125	+125 1.5%
45	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	255,354	$8.5m0.59%	0.59%	Added +6.3k	+6,272 2.5%
46	APPLIED MATLS INC COM AMAT	AMAT	11,751	$8.5m0.59%	0.59%	Added +353	+353 3.1%
47	PALO ALTO NETWORKS INC COM PANW	PANW	23,363	$8.0m0.55%	0.55%	Added +10.8k	+10,796 85.9%
48	ISHARES INC MSCI BRAZIL ETF EWZ	EWZ	228,895	$7.9m0.55%	0.55%	Added +19.8k	+19,835 9.5%
49	VERTIV HOLDINGS CO COM CL A VRT	VRT	22,910	$7.7m0.53%	0.53%	Added +187	+187 0.8%
50	INVESCO EXCH TRADED FD TR II VAR RATE PFD VRP	VRP	307,525	$7.5m0.52%	0.52%	Added +6.8k	+6,758 2.2%
51	JANUS DETROIT STR TR B-BBB CLO ETF JBBB	JBBB	140,482	$6.7m0.46%	0.46%	Reduced -5.5k	-5,500 -3.8%
52	VALERO ENERGY CORP COM VLO	VLO	25,441	$6.6m0.46%	0.46%	Added +456	+456 1.8%
53	MCKESSON CORP COM MCK	MCK	8,768	$6.6m0.46%	0.46%	Added +4.0k	+4,023 84.8%
54	TESLA INC COM TSLA	TSLA	15,302	$6.4m0.45%	0.45%	Added +408	+408 2.7%
55	AMERIS BANCORP COM ABCB	ABCB	68,770	$6.2m0.43%	0.43%	Added +1.7k	+1,651 2.5%
56	JABIL INC COM JBL	JBL	16,051	$6.2m0.43%	0.43%	Added +12.0k	+11,966 292.9%
57	CORNING INC COM GLW	GLW	24,048	$6.1m0.43%	0.43%	Reduced -3.0k	-2,992 -11.1%
58	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	90,307	$6.1m0.42%	0.42%	Added +2.4k	+2,416 2.8%
59	JOHNSON & JOHNSON COM JNJ	JNJ	23,855	$6.1m0.42%	0.42%	Added +187	+187 0.8%
60	WALMART INC COM WMT	WMT	53,277	$6.0m0.42%	0.42%	Reduced -165	-165 -0.3%
61	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	98,164	$5.9m0.41%	0.41%	Added +2.0k	+1,983 2.1%
62	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	113,499	$5.8m0.40%	0.40%	Reduced -5.1k	-5,107 -4.3%
63	BOEING CO COM BA	BA	25,997	$5.6m0.39%	0.39%	Added +623	+623 2.5%
64	FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN FSMB	FSMB	281,292	$5.6m0.39%	0.39%	Reduced -757	-757 -0.3%
65	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	7,347	$5.6m0.39%	0.39%	Added +267	+267 3.8%
66	ARISTA NETWORKS INC COM SHS ANET	ANET	32,657	$5.5m0.38%	0.38%	Added +27.4k	+27,403 521.6%
67	MCDONALDS CORP COM MCD	MCD	20,271	$5.5m0.38%	0.38%	Added +810	+810 4.2%
68	RTX CORPORATION COM RTX	RTX	28,612	$5.4m0.38%	0.38%	Added +12.4k	+12,390 76.4%
69	ADVANCED MICRO DEVICES INC COM AMD	AMD	9,104	$5.3m0.37%	0.37%	Added +150	+150 1.7%
70	ATI INC COM ATI	ATI	25,713	$5.1m0.35%	0.35%	Added +688	+688 2.8%
71	COCA COLA CO COM KO	KO	62,354	$5.1m0.35%	0.35%	Added +120	+120 0.2%
72	PENSKE AUTOMOTIVE GRP INC COM PAG	PAG	27,655	$4.9m0.34%	0.34%	Added +158	+158 0.6%
73	CENCORA INC COM COR	COR	17,218	$4.9m0.34%	0.34%	Added +821	+821 5.0%
74	PARKER-HANNIFIN CORP COM PH	PH	4,973	$4.9m0.34%	0.34%	Reduced -29	-29 -0.6%
75	CASEYS GEN STORES INC COM CASY	CASY	5,912	$4.7m0.33%	0.33%	Added +501	+501 9.3%
76	VISTA GOLD CORP COM NEW VGZ	VGZ	2,457,008	$4.7m0.33%	0.33%	Unchanged
77	BANK AMERICA CORP COM BAC	BAC	81,096	$4.6m0.32%	0.32%	Added +43.4k	+43,369 115.0%
78	LOWES COS INC COM LOW	LOW	20,481	$4.5m0.31%	0.31%	Added +434	+434 2.2%
79	WISDOMTREE TR WISDOMTREE US VA WTV	WTV	43,817	$4.5m0.31%	0.31%	Reduced -130	-130 -0.3%
80	KIMCO RLTY CORP COM KIM	KIM	174,639	$4.4m0.31%	0.31%	Added +134	+134 0.1%
81	ISHARES TR CORE S&P MCP ETF IJH	IJH	56,534	$4.4m0.30%	0.30%	Reduced -135	-135 -0.2%
82	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	6,292	$4.3m0.30%	0.30%	Added +46	+46 0.7%
83	COHERENT CORP COM COHR	COHR	10,552	$4.2m0.29%	0.29%	Added +332	+332 3.2%
84	SPDR SER TR BBG CONV SEC ETF CWB	CWB	38,128	$4.1m0.28%	0.28%	Added +306	+306 0.8%
85	WELLTOWER INC COM WELL	WELL	17,946	$4.1m0.28%	0.28%	Reduced -162	-162 -0.9%
86	HYATT HOTELS CORP COM CL A H	H	20,683	$4.0m0.28%	0.28%	New
87	ARGENX SE SPONSORED ADR ARGX	ARGX	4,302	$4.0m0.28%	0.28%	Added +176	+176 4.3%
88	GENERAL MTRS CO COM GM	GM	51,088	$3.9m0.27%	0.27%	Added +1.4k	+1,366 2.8%
89	BANK NEW YORK MELLON CORP COM BNY	BNY	26,748	$3.9m0.27%	0.27%	Reduced -41	-41 -0.1%
90	DISNEY WALT CO COM DIS	DIS	38,717	$3.7m0.26%	0.26%	Added +2.7k	+2,700 7.5%
91	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	86,593	$3.5m0.24%	0.24%	Added +131	+131 0.1%
92	ENCOMPASS HEALTH CORP COM EHC	EHC	34,434	$3.5m0.24%	0.24%	Added +1.6k	+1,596 4.9%
93	CIENA CORP COM NEW CIEN	CIEN	7,071	$3.5m0.24%	0.24%	Added +16	+16 0.2%
94	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	58,513	$3.5m0.24%	0.24%	Added +1.7k	+1,714 3.0%
95	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	9,186	$3.4m0.24%	0.24%	New
96	SELECT SECTOR SPDR TR INDL XLI	XLI	18,600	$3.4m0.24%	0.24%	Added +61	+61 0.3%
97	MUELLER INDS INC COM MLI	MLI	27,783	$3.4m0.24%	0.24%	Added +722	+722 2.7%
98	ALLSTATE CORP COM ALL	ALL	14,347	$3.4m0.24%	0.24%	Added +142	+142 1.0%
99	SPDR SER TR BLOOMBERG HIGH Y JNK	JNK	35,398	$3.4m0.24%	0.24%	Added +396	+396 1.1%
100	ON SEMICONDUCTOR CORP COM ON	ON	36,008	$3.4m0.24%	0.24%	Added +12	+12 0.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FIRST TR EXCHANGE TRADED FD FXN	FXN	939,896	$20.2m939.9k shares
FIRST TR EXCHANGE-TRADED FD MISL	MISL	398,408	$17.5m398.4k shares
EXXON MOBIL CORP XOM	XOM	68,166	$10.1m68.2k shares
ENHABIT INC EHAB	EHAB	161,409	$2.2m161.4k shares
INVESCO EXCHANGE TRADED FD T PXJ	PXJ	36,199	$1.6m36.2k shares
INVESCO EXCHANGE TRADED FD T PXE	PXE	40,498	$1.5m40.5k shares
HONEYWELL INTL INC		3,088	$1.3m3.1k shares
FIRST TR EXCHANGE-TRADED FD FCG	FCG	39,988	$1.2m40.0k shares
FIRST TR EXCHANGE-TRADED FD FTXN	FTXN	32,061	$1.2m32.1k shares
SPDR SER TR XTN	XTN	8,835	$925.1k8.8k shares
GEN DIGITAL INC GEN	GEN	41,626	$791.7k41.6k shares
CELSIUS HLDGS INC CELH	CELH	14,880	$493.1k14.9k shares
PAYPAL HLDGS INC PYPL	PYPL	7,069	$351.8k7.1k shares
VANGUARD SCOTTSDALE FDS VCIT	VCIT	3,436	$285.4k3.4k shares
DUPONT DE NEMOURS INC DWDP	DWDP	1,829	$256.2k1.8k shares
SPDR SERIES TRUST XAR	XAR	919	$237.1k919 shares
ENSIGN GROUP INC ENSG	ENSG	1,208	$229.4k1.2k shares
RELX PLC RELX	RELX	6,147	$223.7k6.1k shares
L3HARRIS TECHNOLOGIES INC LHX	LHX	680	$217.9k680 shares
JONES LANG LASALLE INC JLL	JLL	630	$215.4k630 shares
EMERSON ELEC CO EMR	EMR	1,498	$211.9k1.5k shares
SPDR SER TR SDY	SDY	1,371	$203.1k1.4k shares
VERIZON COMMUNICATIONS INC VZ	VZ	4,311	$203.0k4.3k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
APPLE INC AAPL · Put	AAPL	Put	10,200	$3.0m10.2k shares	New