Nicholson Wealth Management Group, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists a total of 112 separate positions held by the firm.
The firm’s headquarters is located at 8 N. Adgers Wharf in Charleston, South Carolina. The report was signed by Lonny Elfenbein, who is listed as the Chief Compliance Officer.
The portfolio includes a mix of large-cap technology companies, industrial manufacturers, and consumer staples. Notable holdings include Microsoft Corporation, with 8,002 shares; Alphabet Inc. Class A and Class C shares, holding 1,177 and 837 shares, respectively; and Amazon.com Inc., with 1,611 shares.
Other significant positions in the filing include Apple Inc. (11,014 shares), Eli Lilly & Co. (2,219 shares), Johnson & Johnson (9,695 shares), and Procter & Gamble Co. (17,622 shares). The portfolio also holds shares in NVIDIA Corporation, with positions totaling 5,417 shares.
The filing indicates that all positions are held as common stock, with no disclosed options or other derivative positions.
