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Nicholson Wealth Management Group, LLC
Nicholson Wealth Management Group, LLC is a registered investment adviser based in Charleston, South Carolina, founded in 2011. The firm manages financial assets for individuals, with the majority of assets from high net worth clients. Nicholson WMG serves approximately 202 clients and manages $291.3 million in assets as of April 2025. The team consists of 4 employees and provides comprehensive wealth management, financial planning, and investment advisory services, aiming to help clients attain financial peace and stewardship of their assets.
Investment Strategy
Nicholson Wealth Management Group employs a personalized, comprehensive financial planning and investment management approach. The firm primarily serves individuals, especially high net worth clients, and uses discretionary management of client portfolios. Investment strategies typically emphasize diversification across equities, ETFs, and market-leading companies, with allocations designed to meet long-term growth objectives and risk-adjusted returns. The firm seeks to educate clients to 'confidently be a good steward of your assets,' aligning investment solutions with clients' life goals and financial plans.
Latest 13F Filing Activity
Nicholson Wealth Management Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 103 equity positions with a total 13F market value of $162M. The fund increased holdings in Microsoft Corp., Broadcom Inc., Amphenol Corp. New among other positions. Nicholson Wealth Management Group, LLC reduced exposure to Ishares TR, Unitedhealth Group Inc., Becton Dickinson & Co. among others.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 8.21% | $13.3M | 23,461 | $534.48 | $568.03 | -$67.0K |
M MSFT | MICROSOFT CORP | 2.29% | $3.7M | 7,488 | $433.35 | $497.41 | +$1.2M |
V VTI | VANGUARD INDEX FDS | 2.06% | $3.3M | 10,994 | $283.28 | $303.93 | +$338.0K |
U UBSI | UNITED BANKSHARES INC WEST V | 1.71% | $2.8M | 76,245 | $37.10 | $36.43 | +$134.2K |
P PG | PROCTER AND GAMBLE CO | 1.45% | $2.3M | 14,720 | $171.41 | $159.32 | -$146.3K |
Industry Allocation
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