DOSSIER · 13F-HR · Q2 2026

Nicholson Meyer Capital Management, Inc.

$150M in tracked AUM across 45 positions as of Q2 2026.

NM
CIK 0002065771 · last filed Jun 30, 2026
Total AUM
$150M
as of Q2 2026
Holdings
45
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Nicholson Meyer Capital Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IWB
ISHARES TR
$18M45K12.2%
02
FNDX
SCHWAB STRATEGIC TR
$13M402K8.3%
03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$12M23K7.7%
04
GSLC
GOLDMAN SACHS ETF TR
$11M80K7.5%
05
CGDV
CAPITAL GROUP DIVIDEND VALUE
$11M219K7.2%
06
IXN
ISHARES TR
$10M72K7.0%
07
GLD
SPDR GOLD TR
$10M27K6.7%
08
VONG
VANGUARD SCOTTSDALE FDS
$8M62K5.3%
09
GBIL
GOLDMAN SACHS ETF TR
$8M78K5.2%
10
CGGR
CAPITAL GROUP GROWTH ETF
$8M166K5.2%

Filing history

2026Q2Jun 30
$150M 15.1%
45 positionsView →
2026Q1Mar 31
$130M 1.4%
43 positionsView →
2025Q4Dec 31
$132M 1.6%
44 positionsView →
2025Q3Sep 30
$130M 10.1%
44 positionsView →
2025Q2Jun 30
$118M 329.6%
45 positionsLocked
2025Q1Mar 31
$27M
16 positionsLocked