J. Mark Nickell & Co. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, J. Mark Nickell & Co. held in its portfolio 30 assets valued at $108,301,437 (i.e. $108.30M).
The most valuable assets in the portfolio included: ISHARES TR ($16.88M), VANGUARD INDEX FDS ($12.94M), and ISHARES TR ($11.65M).
The chart below shows the top 10 valuable assets, and the table below shows the top 30 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
J. Mark Nickell & Co. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 84969 | 16876543 | MSCI USA QLT FCT |
| VANGUARD INDEX FDS | 20638 | 12942709 | S&P 500 ETF SHS |
| ISHARES TR | 250397 | 11653476 | CORE UNIVRSL USD |
| J P MORGAN EXCHANGE TRADED F | 179683 | 9090163 | ULTRA SHRT ETF |
| GMO ETF TRUST | 206421 | 7938952 | GMO US QUALITY E |
| DIMENSIONAL ETF TRUST | 150122 | 7491088 | INTERNATNAL VAL |
| PIMCO ETF TR | 233651 | 6233809 | MULTISECTOR BD |
| ISHARES TR | 45928 | 5661085 | S&P 500 GRWT ETF |
| SCHWAB STRATEGIC TR | 176069 | 4829573 | US DIVIDEND EQ |
| VANGUARD WHITEHALL FDS | 49454 | 4522568 | INTL DVD ETF |
| BLACKROCK ETF TRUST II | 83684 | 4416005 | ISHARES FLEXIBLE |
| ISHARES TR | 30389 | 3190845 | GLOBAL TECH ETF |
| ISHARES INC | 37609 | 2733422 | MSCI EMRG CHN |
| BLACKROCK ETF TRUST II | 44390 | 2296943 | ISHARES AAA CLO |
| VANGUARD INDEX FDS | 6245 | 2093761 | TOTAL STK MKT |
| ISHARES TR | 5927 | 883004 | ESG AWR MSCI USA |
| ISHARES TR | 15126 | 814989 | ISHS 5-10YR INVT |
| ISHARES TR | 28364 | 715907 | ESG AWRE 1 5 YR |
| BLACKROCK ETF TRUST | 8215 | 608657 | ISHARES US CARBO |
| ISHARES TR | 3363 | 468617 | ESG OPTIMIZED |
| ISHARES TR | 7220 | 382084 | ESG AWARE MSCI |
| ISHARES TR | 3689 | 350787 | ESG AW MSCI EAFE |
| VANGUARD WORLD FD | 2575 | 311472 | ESG US STK ETF |
| GLOBAL X FDS | 14353 | 302848 | DATA CTR & DIGIT |
| ISHARES TR | 5304 | 279096 | US INFRASTRUC |
| ISHARES TR | 793 | 271975 | S&P 100 ETF |
| GOLDMAN SACHS ETF TR | 7143 | 253563 | FUTURE HEALTH |
| GLOBAL X FDS | 8466 | 249154 | FINTECH ETF |
| ISHARES TR | 4775 | 229773 | CYBERSECURITY |
| ISHARES TR | 2775 | 208569 | ESG EAFE ETF |
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