Nicholson Meyer Capital Management, Inc. 13F Holdings
CIK 0002065771 · Kansas City, MO
As of Sep 30, 2025, Nicholson Meyer Capital Management, Inc. reported 44 positions worth
CIK 0002065771 · Kansas City, MO
As of Sep 30, 2025, Nicholson Meyer Capital Management, Inc. reported 44 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF | IWB | — | 36,848 | 3.5M | 10.35% |
| SPDR GOLD TRUST | GQ9 | — | 35,095 | 2.5M | 9.59% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 23,217 | 1.7M | 8.97% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 413,555 | 0.9M | 8.36% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 80,732 | 0.5M | 8.08% |
| ISHARES GLOBAL TECH ETF | IXN | — | 85,963 | $8.9M | 6.82% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 201,662 | $8.5M | 6.51% |
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | GBIL | — | 77,005 | $7.7M | 5.93% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 61,159 | $7.4M | 5.66% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 102,835 | $4.5M | 3.47% |
| ISHARES GLOBAL ENERGY ETF | IXC | — | 93,958 | $3.9M | 3.02% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 25,162 | $3.7M | 2.82% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 13,638 | $2.9M | 2.26% |
| NVIDIA CORP | NVDA | Technology | 14,253 | $2.7M | 2.04% |
| APPLE INC | AAPL | Technology | 9,991 | $2.5M | 1.96% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 12,030 | .7M | 1.27% |
| ELI LILLY & CO | LLY | Healthcare | 2,149 | .6M | 1.26% |
| MICROSOFT CORP | MSFT | Technology | 2,553 | .3M | 1.02% |
| AMAZON.COM INC | AMZN | Equity | 5,716 | .3M | 0.96% |
| GE AEROSPACE | GE | Industrials | 4,047 | .2M | 0.94% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 22,247 | .1M | 0.87% |
| WALMART INC | WMT | Consumer Defensive | 8,404 | $866.1K | 0.67% |
| ENERGY TRANSFER LP | ET | Energy | 49,852 | $855.5K | 0.66% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 4,841 | $743.7K | 0.57% |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 3,797 | $640.0K | 0.49% |