NICHOLAS WEALTH, LLC.

PrivateCIK: 1911391
Location

MARIETTA, GA

111
Positions
$144.89M
Total AUM (reported)
3.42M
Total Shares

Allocation by class

TOTAL AUM$144.89M111 positions
COM$69.97M48.3%
NICHOLAS GLOBAL$17.79M12.3%
NICHOLAS FIXED$11.19M7.7%
CL A$4.82M3.3%
COM CL A$4.06M2.8%
SHS$2.40M1.7%
NICHOLAS CRYPTO$2.37M1.6%

Portfolio Concentration

Top 323.2%4–1012.3%11–2516.2%Rest48.3%TOP 1035.5%0%100%
Top 3$33.67M23.2%
4–10$17.76M12.3%
11–25$23.45M16.2%
Rest$70.01M48.3%

Top 3 weight

23.2%

Top 10 weight

35.5%

Voting Authority Distribution

Total shares with voting rights: 3.42M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.42M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole111
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings111
Rows:

TIDAL TRUST II

SOLE
NICHOLAS GLOBAL
Shares1.26M
TypeSH
Market value$17.79M
12.28%
Sole
0.00
Shared
0.00
None
1.26M

TIDAL TRUST II

SOLE
NICHOLAS FIXED
Shares641.16K
TypeSH
Market value$11.19M
7.72%
Sole
0.00
Shared
0.00
None
641.16K

TESLA INC

SOLE
COM
Shares12.64K
TypeSH
Market value$4.70M
3.24%
Sole
0.00
Shared
0.00
None
12.64K

NVIDIA CORPORATION

SOLE
COM
Shares22.08K
TypeSH
Market value$3.85M
2.66%
Sole
0.00
Shared
0.00
None
22.08K

MICROSOFT CORP

SOLE
COM
Shares7.97K
TypeSH
Market value$2.95M
2.04%
Sole
0.00
Shared
0.00
None
7.97K

APPLE INC

SOLE
COM
Shares10.45K
TypeSH
Market value$2.65M
1.83%
Sole
0.00
Shared
0.00
None
10.45K

TIDAL TRUST II

SOLE
NICHOLAS CRYPTO
Shares183.23K
TypeSH
Market value$2.37M
1.64%
Sole
0.00
Shared
0.00
None
183.23K

AMAZON COM INC

SOLE
COM
Shares10.96K
TypeSH
Market value$2.28M
1.57%
Sole
0.00
Shared
0.00
None
10.96K

EA SERIES TRUST

SOLE
ALPHA ARCH 1-3
Shares15.88K
TypeSH
Market value$1.85M
1.27%
Sole
0.00
Shared
0.00
None
15.88K

MICRON TECHNOLOGY INC

SOLE
COM
Shares5.34K
TypeSH
Market value$1.80M
1.25%
Sole
0.00
Shared
0.00
None
5.34K

EXXON MOBIL CORP

SOLE
COM
Shares10.34K
TypeSH
Market value$1.75M
1.21%
Sole
0.00
Shared
0.00
None
10.34K

VALERO ENERGY CORP

SOLE
COM
Shares7.06K
TypeSH
Market value$1.74M
1.20%
Sole
0.00
Shared
0.00
None
7.06K

NEBIUS GROUP N.V.

SOLE
SHS CLASS A
Shares16.63K
TypeSH
Market value$1.73M
1.19%
Sole
0.00
Shared
0.00
None
16.63K

CF INDUSTRIES HOLD

SOLE
COM
Shares12.92K
TypeSH
Market value$1.68M
1.16%
Sole
0.00
Shared
0.00
None
12.92K

BROADCOM INC

SOLE
COM
Shares5.38K
TypeSH
Market value$1.67M
1.15%
Sole
0.00
Shared
0.00
None
5.38K

DELL TECHNOLOGIES INC

SOLE
CL C
Shares10.05K
TypeSH
Market value$1.65M
1.14%
Sole
0.00
Shared
0.00
None
10.05K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares1.63K
TypeSH
Market value$1.62M
1.12%
Sole
0.00
Shared
0.00
None
1.63K

META PLATFORMS INC

SOLE
CL A
Shares2.79K
TypeSH
Market value$1.60M
1.10%
Sole
0.00
Shared
0.00
None
2.79K

NEXTERA ENERGY INC

SOLE
COM
Shares16.03K
TypeSH
Market value$1.49M
1.03%
Sole
0.00
Shared
0.00
None
16.03K

HOME DEPOT INC

SOLE
COM
Shares4.45K
TypeSH
Market value$1.46M
1.01%
Sole
0.00
Shared
0.00
None
4.45K

IREN LIMITED

SOLE
ORDINARY SHARES
Shares42.33K
TypeSH
Market value$1.45M
1.00%
Sole
0.00
Shared
0.00
None
42.33K

JPMORGAN CHASE & CO

SOLE
COM
Shares4.88K
TypeSH
Market value$1.44M
0.99%
Sole
0.00
Shared
0.00
None
4.88K

WALMART INC

SOLE
COM
Shares11.24K
TypeSH
Market value$1.40M
0.96%
Sole
0.00
Shared
0.00
None
11.24K

ALPHABET INC

SOLE
CAP STK CL A
Shares4.85K
TypeSH
Market value$1.39M
0.96%
Sole
0.00
Shared
0.00
None
4.85K

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares27.68K
TypeSH
Market value$1.39M
0.96%
Sole
0.00
Shared
0.00
None
27.68K
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