Nicholson Wealth Management Group, LLC

CHARLESTOWN, SC · CIK 2035982 · 13F filing filed 2026-07-29

SEC-registered investment adviser since 2023 · limited liability company

Assets managed$322.0m
Staff4 · 2 in investment roles
Main clients (by assets)High net worth individuals 79%, Individuals 14%, Companies 4%
Main officeCharleston, SC
Form ADV · 2026-06-02SEC adviser record

Kindwealth
Others nearbyCharleston, SC

$169.1m reported value -1.2% vs Q1 2026

109positions

21.1%in top 10

6 new 25 added 59 reduced 9 sold out vs Q1 2026

Options: 0 call positions (— notional), 2 put positions ($614.3k 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	PERSPECTIVE THERAPEUTICS INC COM NEW CATX	CATX	1,619,993	$5.5m3.27%	3.27%	Added +1.0k	+1,000 0.1%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	7,306	$5.0m2.97%	2.97%	Reduced -244	-244 -3.2%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	11,239	$4.2m2.46%	2.46%	Unchanged
4	UNITED BANKSHARES INC WEST V COM UBSI	UBSI	76,245	$3.5m2.07%	2.07%	Unchanged
5	APPLE INC COM AAPL	AAPL	11,256	$3.3m1.93%	1.93%	Reduced -8	-8 -0.1%
6	CISCO SYS INC COM CSCO	CSCO	25,222	$3.0m1.75%	1.75%	Reduced -1.6k	-1,637 -6.1%
7	TEXAS INSTRS INC COM TXN	TXN	9,764	$2.9m1.72%	1.72%	Reduced -620	-620 -6.0%
8	MICROSOFT CORP COM MSFT	MSFT	7,695	$2.9m1.70%	1.70%	Added +4	+4 0.1%
9	ELI LILLY & CO COM LLY	LLY	2,298	$2.8m1.63%	1.63%	Reduced -9	-9 -0.4%
10	ANALOG DEVICES INC COM ADI	ADI	6,862	$2.7m1.61%	1.61%	Reduced -385	-385 -5.3%
11	JOHNSON & JOHNSON COM JNJ	JNJ	10,392	$2.6m1.56%	1.56%	Reduced -434	-434 -4.0%
12	GRAINGER W W INC COM GWW	GWW	1,836	$2.5m1.48%	1.48%	Reduced -100	-100 -5.2%
13	PROCTER AND GAMBLE CO COM PG	PG	16,955	$2.5m1.47%	1.47%	Reduced -418	-418 -2.4%
14	AMPHENOL CORP CL A APH	APH	14,089	$2.5m1.47%	1.47%	Reduced -133	-133 -0.9%
15	PEPSICO INC COM PEP	PEP	17,680	$2.4m1.42%	1.42%	Reduced -317	-317 -1.8%
16	BROADCOM INC COM AVGO	AVGO	6,092	$2.3m1.36%	1.36%	Reduced -200	-200 -3.2%
17	UNITEDHEALTH GROUP INC COM UNH	UNH	5,483	$2.3m1.35%	1.35%	Reduced -178	-178 -3.1%
18	JPMORGAN CHASE & CO COM JPM	JPM	6,940	$2.3m1.34%	1.34%	Added +4.4k	+4,418 175.2%
19	CHUBB LIMITED COM CB	CB	6,596	$2.2m1.33%	1.33%	Reduced -160	-160 -2.4%
20	LINDE PLC SHS LIN	LIN	4,322	$2.2m1.33%	1.33%	Reduced -120	-120 -2.7%
21	WALMART INC COM WMT	WMT	19,733	$2.2m1.32%	1.32%	Reduced -113	-113 -0.6%
22	GENERAL DYNAMICS CORP COM GD	GD	6,221	$2.2m1.30%	1.30%	Added +4	+4 0.1%
23	HOME DEPOT INC COM HD	HD	6,106	$2.2m1.27%	1.27%	Reduced -9	-9 -0.1%
24	PARKER-HANNIFIN CORP COM PH	PH	2,189	$2.1m1.27%	1.27%	Reduced -37	-37 -1.7%
25	VISA INC COM CL A V	V	6,206	$2.1m1.26%	1.26%	Reduced -94	-94 -1.5%
26	AMGEN INC COM AMGN	AMGN	5,858	$2.1m1.25%	1.25%	Reduced -134	-134 -2.2%
27	WEC ENERGY GROUP INC COM WEC	WEC	17,945	$2.1m1.24%	1.24%	Reduced -469	-469 -2.5%
28	NEW JERSEY RES CORP COM NJR	NJR	36,577	$2.0m1.21%	1.21%	Reduced -1.8k	-1,810 -4.7%
29	SOUTHERN CO COM SO	SO	21,122	$2.0m1.20%	1.20%	Unchanged
30	COLGATE PALMOLIVE CO COM CL	CL	21,870	$2.0m1.19%	1.19%	Reduced -524	-524 -2.3%
31	PPG INDS INC COM PPG	PPG	16,529	$2.0m1.19%	1.19%	Reduced -385	-385 -2.3%
32	COSTCO WHSL CORP NEW COM COST	COST	2,127	$2.0m1.18%	1.18%	Reduced -53	-53 -2.4%
33	AFLAC INC COM AFL	AFL	16,823	$2.0m1.17%	1.17%	Reduced -409	-409 -2.4%
34	NEXTERA ENERGY INC COM NEE	NEE	22,421	$2.0m1.16%	1.16%	Reduced -604	-604 -2.6%
35	ATMOS ENERGY CORP COM ATO	ATO	11,414	$2.0m1.16%	1.16%	Reduced -272	-272 -2.3%
36	CHURCH & DWIGHT CO INC COM CHD	CHD	19,950	$1.9m1.14%	1.14%	Reduced -526	-526 -2.6%
37	SHERWIN WILLIAMS CO COM SHW	SHW	5,609	$1.9m1.14%	1.14%	Reduced -14	-14 -0.2%
38	CMS ENERGY CORP COM CMS	CMS	25,189	$1.9m1.14%	1.14%	Reduced -463	-463 -1.8%
39	PROLOGIS INC. COM PLD	PLD	14,156	$1.9m1.13%	1.13%	Reduced -438	-438 -3.0%
40	MCDONALDS CORP COM MCD	MCD	7,004	$1.9m1.12%	1.12%	Reduced -29	-29 -0.4%
41	REALTY INCOME CORP COM O	O	30,543	$1.9m1.12%	1.12%	Reduced -674	-674 -2.2%
42	TRANE TECHNOLOGIES PLC SHS TT	TT	3,848	$1.9m1.12%	1.12%	Reduced -97	-97 -2.5%
43	COMMERCE BANCSHARES INC COM CBSH	CBSH	32,412	$1.9m1.11%	1.11%	Reduced -532	-532 -1.6%
44	ILLINOIS TOOL WKS INC COM ITW	ITW	6,858	$1.9m1.10%	1.10%	Reduced -177	-177 -2.5%
45	ECOLAB INC COM ECL	ECL	6,649	$1.9m1.10%	1.10%	Reduced -105	-105 -1.6%
46	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	4,459	$1.9m1.09%	1.09%	Reduced -106	-106 -2.3%
47	WASTE MGMT INC DEL COM WM	WM	8,279	$1.8m1.09%	1.09%	Reduced -30	-30 -0.4%
48	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	6,319	$1.8m1.09%	1.09%	Reduced -85	-85 -1.3%
49	BERKLEY W R CORP COM WRB	WRB	26,023	$1.8m1.09%	1.09%	Reduced -818	-818 -3.0%
50	MONDELEZ INTL INC CL A MDLZ	MDLZ	31,519	$1.8m1.08%	1.08%	Reduced -1.0k	-1,024 -3.1%
51	CENCORA INC COM COR	COR	6,433	$1.8m1.08%	1.08%	Added +42	+42 0.7%
52	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	13,188	$1.7m1.03%	1.03%	Reduced -322	-322 -2.4%
53	MASTERCARD INCORPORATED CL A MA	MA	3,310	$1.7m1.01%	1.01%	Reduced -67	-67 -2.0%
54	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	7,390	$1.7m0.98%	0.98%	Reduced -83	-83 -1.1%
55	CITY HLDG CO COM CHCO	CHCO	12,345	$1.6m0.97%	0.97%	Unchanged
56	STRYKER CORPORATION COM SYK	SYK	5,152	$1.6m0.96%	0.96%	Added +61	+61 1.2%
57	LOWES COS INC COM LOW	LOW	7,349	$1.6m0.96%	0.96%	Reduced -31	-31 -0.4%
58	XYLEM INC COM XYL	XYL	13,648	$1.6m0.95%	0.95%	Reduced -175	-175 -1.3%
59	BROWN & BROWN INC COM BRO	BRO	24,741	$1.6m0.94%	0.94%	Added +416	+416 1.7%
60	PAYCHEX INC COM PAYX	PAYX	15,981	$1.6m0.93%	0.93%	Reduced -514	-514 -3.1%
61	MEDTRONIC PLC SHS MDT	MDT	19,895	$1.6m0.92%	0.92%	Added +581	+581 3.0%
62	SPDR GOLD TR GOLD SHS GLD	GLD	4,182	$1.5m0.91%	0.91%	Reduced -123	-123 -2.9%
63	BECTON DICKINSON & CO COM BDX	BDX	10,091	$1.5m0.90%	0.90%	Added +610	+610 6.4%
64	CINTAS CORP COM CTAS	CTAS	8,797	$1.5m0.88%	0.88%	Reduced -227	-227 -2.5%
65	ABBOTT LABS COM ABT	ABT	15,985	$1.5m0.86%	0.86%	Added +372	+372 2.4%
66	S&P GLOBAL INC COM SPGI	SPGI	3,545	$1.4m0.85%	0.85%	Reduced -24	-24 -0.7%
67	HENRY JACK & ASSOC INC COM JKHY	JKHY	10,292	$1.4m0.84%	0.84%	Added +95	+95 0.9%
68	CONSTELLATION ENERGY CORP COM CEG	CEG	5,583	$1.4m0.82%	0.82%	Reduced -65	-65 -1.1%
69	ROPER TECHNOLOGIES INC COM ROP	ROP	4,067	$1.4m0.81%	0.81%	Reduced -12	-12 -0.3%
70	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	10,025	$1.2m0.73%	0.73%	Reduced -489	-489 -4.7%
71	BOOKING HOLDINGS INC COM BKNG	BKNG	6,832	$1.2m0.72%	0.72%	Added +982	+982 16.8%
72	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	8,888	$1.2m0.72%	0.72%	Added +843	+843 10.5%
73	TRACTOR SUPPLY CO COM TSCO	TSCO	38,027	$1.2m0.71%	0.71%	Added +5.2k	+5,180 15.8%
74	ZOETIS INC CL A ZTS	ZTS	16,276	$1.2m0.69%	0.69%	Added +1.1k	+1,114 7.3%
75	EXXON MOBIL CORP COM XOM	XOM	6,016	$822.6k0.49%	0.49%	Added +75	+75 1.3%
76	COCA COLA CO COM KO	KO	9,472	$769.8k0.46%	0.46%	Unchanged
77	TESLA INC COM TSLA	TSLA	1,817	$764.2k0.45%	0.45%	Added +104	+104 6.1%
78	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	945	$695.9k0.41%	0.41%	Unchanged
79	NVIDIA CORPORATION COM NVDA	NVDA	3,466	$693.5k0.41%	0.41%	Added +78	+78 2.3%
80	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,249	$691.3k0.41%	0.41%	Unchanged
81	SOUTHSTATE BK CORP COM SSB	SSB	6,883	$687.6k0.41%	0.41%	Reduced -36	-36 -0.5%
82	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	16,286	$594.9k0.35%	0.35%	Reduced -322	-322 -1.9%
83	FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT FDEC	FDEC	10,609	$577.8k0.34%	0.34%	Unchanged
84	CHEVRON CORP NEW COM CVX	CVX	3,198	$530.1k0.31%	0.31%	Reduced -48	-48 -1.5%
85	UNION PAC CORP COM UNP	UNP	1,717	$467.0k0.28%	0.28%	Added +200	+200 13.2%
86	ISHARES SILVER TR ISHARES SLV	SLV	8,731	$466.8k0.28%	0.28%	Added +155	+155 1.8%
87	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,632	$458.9k0.27%	0.27%	Added +23	+23 1.4%
88	INVESCO EXCH TRADED FD TR II DORSEY WRGT DVLP PIZ	PIZ	8,073	$451.3k0.27%	0.27%	Added +421	+421 5.5%
89	NUCOR CORP COM NUE	NUE	1,931	$430.1k0.25%	0.25%	Unchanged
90	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	789	$394.8k0.23%	0.23%	Unchanged
91	INVESCO EXCH TRADED FD TR II DORSEY WRGT EMRG PIE	PIE	10,919	$364.6k0.22%	0.22%	Added +836	+836 8.3%
92	CLOROX CO DEL COM CLX	CLX	3,455	$329.7k0.19%	0.19%	Unchanged
93	NETFLIX INC COM NFLX	NFLX	4,460	$318.4k0.19%	0.19%	Unchanged
94	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,333	$315.4k0.19%	0.19%	New
95	AMAZON COM INC COM AMZN	AMZN	1,317	$313.9k0.19%	0.19%	Added +147	+147 12.6%
96	ALPHABET INC CAP STK CL C GOOG	GOOG	887	$313.4k0.19%	0.19%	Reduced -25	-25 -2.7%
97	ALPHABET INC CAP STK CL A GOOGL	GOOGL	836	$298.8k0.18%	0.18%	Added +46	+46 5.8%
98	BANK AMERICA CORP COM BAC	BAC	4,832	$275.3k0.16%	0.16%	Unchanged
99	SPDR SER TR S&P BIOTECH XBI	XBI	1,692	$267.8k0.16%	0.16%	Unchanged
100	ISHARES TR CORE S&P500 ETF IVV	IVV	335	$250.9k0.15%	0.15%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PHILLIPS 66 PSX	PSX	12,905	$2.4m12.9k shares
ACCENTURE PLC IRELAND ACN	ACN	7,097	$1.4m7.1k shares
FACTSET RESH SYS INC FDS	FDS	6,344	$1.4m6.3k shares
MCCORMICK & CO INC MKC	MKC	26,890	$1.4m26.9k shares
INTUIT INTU	INTU	2,784	$1.2m2.8k shares
WATERS CORP WAT	WAT	932	$277.6k932 shares
GILEAD SCIENCES INC GILD	GILD	1,500	$209.1k1.5k shares
DUKE ENERGY CORP NEW DUK	DUK	1,549	$202.9k1.5k shares
PROSHARES TR II SCO	SCO	21,002	$174.7k21.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
NETFLIX INC NFLX · Put	NFLX	Put	4,400	$314.2k4.4k shares	Unchanged
NVIDIA CORPORATION NVDA · Put	NVDA	Put	1,500	$300.1k1.5k shares	Unchanged