SEC Form 13F · Q1 2026

Nicholas Wealth, LLC.

Institutional Holdings Report

13F-HRGA
$144.9M
Portfolio Value
111
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Nicholas Wealth, LLC.
CIK
1911391
Accession No.
0001911391-26-000007
Location
MARIETTA, GA
Form Type
13F-HR
Portfolio Value
$144.9M
Holdings Reported
111
Reporting Period
Q1 2026
Filed
April 22, 2026

About this Filing

Nicholas Wealth, LLC. is an institutional investment manager based in MARIETTA, GA reporting approximately $144.9M in 13(f) securities across 111 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.