Nicholson Meyer Capital Management, Inc.: 13F holdings
CIK 20657712026Q2
| Positions | 45 |
|---|---|
| Reported value | $150.1m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IWB ISHARES TR | 44,553 | $18.2m | 12.2% |
| FNDX SCHWAB STRATEGIC TR | 401,950 | $12.5m | 8.3% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 23,168 | $11.6m | 7.7% |
| GSLC GOLDMAN SACHS ETF TR | 79,652 | $11.3m | 7.5% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 218,993 | $10.8m | 7.2% |
| IXN ISHARES TR | 72,285 | $10.4m | 7.0% |
| GLD SPDR GOLD TR | 27,499 | $10.1m | 6.7% |
| VONG VANGUARD SCOTTSDALE FDS | 62,098 | $7.9m | 5.3% |
| GBIL GOLDMAN SACHS ETF TR | 78,175 | $7.8m | 5.2% |
| CGGR CAPITAL GROUP GROWTH ETF | 165,676 | $7.8m | 5.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2065771")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.