DOSSIER · 13F-HR · Q1 2026

J. Mark Nickell & Co.

$207M in tracked AUM across 63 positions as of Q1 2026.

JM
CIK 0001811161 · last filed Mar 31, 2026
Total AUM
$207M
as of Q1 2026
Holdings
63
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

J. Mark Nickell & Co. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QUAL
ISHARES TR
$28M146K13.5%
02
IUSB
ISHARES TR
$24M512K11.4%
03
VOO
VANGUARD INDEX FDS
$21M35K10.1%
04
QLTY
GMO ETF TRUST
$19M523K9.1%
05
JPST
J P MORGAN EXCHANGE TRADED F
$19M367K9.0%
06
DFIV
DIMENSIONAL ETF TRUST
$15M278K7.1%
07
PYLD
PIMCO ETF TR
$12M469K5.9%
08
SCHD
SCHWAB STRATEGIC TR
$10M338K5.0%
09
IVW
ISHARES TR
$10M90K4.9%
10
VIGI
VANGUARD WHITEHALL FDS
$9M97K4.1%

Filing history

2026Q1Mar 31
$207M 91.3%
63 positionsView →
2025Q4Dec 31
$108M
30 positionsView →