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| Happy Holidays!! thanks for using AUM13F!! |
| Nicholas Wealth LLC
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| CRD # | 282635 |
| SEC # | 801-122063 |
| CIK # | 0001911391 |
| AUM | $413.7 M (2025-07-28) |
| Employees | 18 (56% Investors, 11% Brokers) |
| Phone | 404-890-5606 |
| Address | 218 Roswell St NE Marietta, GA 30060 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001911391 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Aflac Inc | 14.2 | ||
| Tesla Motors Inc | 5.0 | ||
| Home Depot Inc | 4.5 | ||
| Nvidia Corp | 4.1 | ||
| Amazon Com Inc | 3.6 | ||
| Microsoft Corp | 3.4 | ||
| Palantir Technologies Inc | 3.0 | ||
| Apple Inc | 2.9 | ||
| Facebook Inc | 2.6 | ||
| Coca Cola Co | 2.6 | ||
| AbbVie Inc | 2.6 | ||
| FPL Group Inc | 2.4 | ||
| Broadcom Inc | 2.3 | ||
| Netflix Inc | 2.1 | ||
| Robinhood Markets Inc | 2.0 | ||
| Costco Wholesale Corp /NEW | 1.9 | ||
| J P Morgan Chase & Co | 1.8 | ||
| Applovin Corp | 1.7 | ||
| Social Capital Hedosophia Holdings Corp V | 1.6 | ||
| VISA Inc | 1.6 | ||
| Alphabet Inc | 1.6 | ||
| CrowdStrike Holdings Inc | 1.6 | ||
| Oracle Corp | 1.6 | ||
| Uber Technologies Inc | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 582 | 146.4 |
| (b) Individuals (high net worth individuals) | 35 | 61.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 205.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 619 | 413.7 |
| By Discretionary | ||
| Discretionary | 619 | 413.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 619 | 413.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 413.7 | |
| Total | 619 | 413.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911391] |
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|---|---|---|
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0.4 | |
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