Lonny Elfenbein

Nicholson Wealth Management Group, Llc

Assets Managed

$171.838M

Holdings

112

Last Quarter

2026 - Q1

Filed Date

1mo 28d ago

Growth Rate

0.86%(2Q avg: 0.33%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Nicholson Wealth Management Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 112 positions.

Assets under management

The assets under management (AUM) of Nicholson Wealth Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 171.838M in assets, with a quarterly growth rate of 0.86% and a 2-quarter average growth rate of 0.33%. The portfolio is managed by Lonny Elfenbein, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CATX Perspective Therapeutics Inc Recent Activity Increased 0.07%	3.93%	$6.751M 1.619M shares@ $4.18 avg price	Increased 0.07%
VOO Vanguard S&p 500 Etf Recent Activity Decreased -11.58%	2.63%	$4.512M 7,550 shares@ $597.56 avg price	Decreased -11.58%
VTI Vanguard Total Stock Mkt Etf Recent Activity	2.1%	$3.606M 11,239 shares@ $320.82 avg price
UBSI United Bankshares Inc Recent Activity	1.84%	$3.158M 76,245 shares@ $41.43 avg price
AAPL Apple Inc Recent Activity Increased 3.04%	1.67%	$2.859M 11,264 shares@ $253.8 avg price	Increased 3.04%
MSFT Microsoft Corp Recent Activity Increased 3.14%	1.66%	$2.847M 7,691 shares@ $370.18 avg price	Increased 3.14%
PEP Pepsico Inc Recent Activity Increased 1.61%	1.63%	$2.795M 17,997 shares@ $155.3 avg price	Increased 1.61%
JNJ Johnson & Johnson Recent Activity Decreased -1.24%	1.55%	$2.646M 10,826 shares@ $244.45 avg price	Decreased -1.24%
PG Procter & Gamble Co The Recent Activity Increased 0.87%	1.47%	$2.509M 17,373 shares@ $144.45 avg price	Increased 0.87%
WMT Walmart Inc Recent Activity Decreased -5.99%	1.44%	$2.466M 19,846 shares@ $124.29 avg price	Decreased -5.99%

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