Nicholson Meyer Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Nicholson Meyer Capital Management, Inc. held in its portfolio 44 assets valued at $132,199,471 (i.e. $132.20M).
The most valuable assets in the portfolio included: SPDR GOLD TR ($13.62M), ISHARES TR ($13.50M), and BERKSHIRE HATHAWAY INC DEL ($11.89M).
The chart below shows the top 10 valuable assets, and the table below shows the top 44 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Nicholson Meyer Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR GOLD TR | 34372 | 13621390 | GOLD SHS |
| ISHARES TR | 36141 | 13495808 | RUS 1000 ETF |
| BERKSHIRE HATHAWAY INC DEL | 23662 | 11893537 | CL B NEW |
| SCHWAB STRATEGIC TR | 419418 | 11412372 | FUNDAMENTAL US L |
| GOLDMAN SACHS ETF TR | 81487 | 10786548 | ACTIVEBETA US LG |
| CAPITAL GROUP DIVIDEND VALUE | 205222 | 8955891 | SHS CREATION UNI |
| ISHARES TR | 84895 | 8913830 | GLOBAL TECH ETF |
| GOLDMAN SACHS ETF TR | 77554 | 7750612 | ACCES TREASURY |
| VANGUARD SCOTTSDALE FDS | 61178 | 7448456 | VNG RUS1000GRW |
| CAPITAL GROUP GROWTH ETF | 108155 | 4809660 | SHS CREATION UNI |
| ISHARES TR | 25244 | 3753492 | CORE S&P TTL STK |
| ISHARES TR | 88813 | 3723914 | GLOBAL ENERG ETF |
| VANGUARD SPECIALIZED FUNDS | 12644 | 2778477 | DIV APP ETF |
| APPLE INC | 9017 | 2451285 | COM |
| ELI LILLY & CO | 2150 | 2308949 | COM |
| NVIDIA CORPORATION | 9405 | 1754219 | COM |
| VANGUARD INTL EQUITY INDEX F | 11285 | 1591809 | TT WRLD ST ETF |
| AMAZON COM INC | 5420 | 1250814 | COM |
| MICROSOFT CORP | 2356 | 1139179 | COM |
| GE AEROSPACE | 3645 | 1123078 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 22085 | 1117283 | ULTRA SHRT ETF |
| WALMART INC | 7954 | 886155 | COM |
| ENERGY TRANSFER L P | 45201 | 745365 | COM UT LTD PTN |
| INNOVATOR ETFS TRUST | 14918 | 743812 | LADERD ALCTN PWR |
| MICRON TECHNOLOGY INC | 2275 | 649309 | COM |
| PROCTER AND GAMBLE CO | 4489 | 643318 | COM |
| CAMECO CORP | 6851 | 626798 | COM |
| AGNICO EAGLE MINES LTD | 3661 | 620649 | COM |
| JOHNSON & JOHNSON | 2415 | 499940 | COM |
| SHERWIN WILLIAMS CO | 1490 | 482805 | COM |
| INTERNATIONAL BUSINESS MACHS | 1596 | 472612 | COM |
| CENOVUS ENERGY INC | 26048 | 440731 | COM |
| PHILIP MORRIS INTL INC | 2525 | 405010 | COM |
| ONEOK INC NEW | 5443 | 399951 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 4589 | 376475 | COMMON STOCK |
| ISHARES TR | 415 | 283736 | CORE S&P500 ETF |
| ALTRIA GROUP INC | 4550 | 262353 | COM |
| VANGUARD SCOTTSDALE FDS | 820 | 253413 | VNG RUS1000IDX |
| PEPSICO INC | 1736 | 249150 | COM |
| ABBVIE INC | 1050 | 239916 | COM |
| ALPHABET INC | 730 | 228490 | CAP STK CL A |
| BANK AMERICA CORP | 3867 | 212685 | COM |
| CONOCOPHILLIPS | 2148 | 201005 | COM |
| BLACK STONE MINERALS L P | 14687 | 195190 | COM UNIT |
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