Nicholson Wealth Management Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $247.3K | 0.1% |
| Duke Energy Corp | $232.1K | 0.1% |
| ISHARES TR | $229.5K | 0.1% |
| CAPITAL GROUP CORE BALANCED | $225.8K | 0.1% |
| VANGUARD TAX-MANAGED FDS | $219.3K | 0.1% |
| VANGUARD INDEX FDS | $207.2K | 0.1% |
| SPDR SERIES TRUST | $206.3K | 0.1% |
| SES AI CorpSES | $18.0K | 0.0% |