Institutional Manager · CIK 0002065771
Nicholson Meyer Capital Management, Inc.
Kansas City, MO · File #028-25510
Latest AUM
$132.2M
Positions
44
Top-10 Concentration
75.0%
Filings
4
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR GOLD TR | GLD | 34,372 | $13.6M | 10.30% |
| 2 | ISHARES TR | 464287622 | 36,141 | $13.5M | 10.21% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 23,662 | $11.9M | 9.00% |
| 4 | SCHWAB STRATEGIC TR | 808524771 | 419,418 | $11.4M | 8.63% |
| 5 | GOLDMAN SACHS ETF TR | NVGLF | 81,487 | $10.8M | 8.16% |
| 6 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 205,222 | $9.0M | 6.77% |
| 7 | ISHARES TR | 464287291 | 84,895 | $8.9M | 6.74% |
| 8 | GOLDMAN SACHS ETF TR | NVGLF | 77,554 | $7.8M | 5.86% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C680 | 61,178 | $7.4M | 5.63% |
| 10 | CAPITAL GROUP GROWTH ETF | 14020G101 | 108,155 | $4.8M | 3.64% |
| 11 | ISHARES TR | 464287150 | 25,244 | $3.8M | 2.84% |
| 12 | ISHARES TR | 464287341 | 88,813 | $3.7M | 2.82% |
| 13 | VANGUARD SPECIALIZED FUNDS | 921908844 | 12,644 | $2.8M | 2.10% |
| 14 | APPLE INC | AAPL | 9,017 | $2.5M | 1.85% |
| 15 | ELI LILLY & CO | LLY | 2,150 | $2.3M | 1.75% |
| 16 | NVIDIA CORPORATION | NVDA | 9,405 | $1.8M | 1.33% |
| 17 | VANGUARD INTL EQUITY INDEX F | 922042742 | 11,285 | $1.6M | 1.20% |
| 18 | AMAZON COM INC | AMZN | 5,420 | $1.3M | 0.95% |
| 19 | MICROSOFT CORP | MSFT | 2,356 | $1.1M | 0.86% |
| 20 | GE AEROSPACE | 369604301 | 3,645 | $1.1M | 0.85% |