Nicholas Wealth, LLC.
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$144.9M
Holdings
115
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GIAX
TIDAL TRUST II
Held since at least Q1 2024
12.3%
02
$FIAX
TIDAL TRUST II
Held since at least Q1 2024
7.7%
03
$TSLA
TESLA INC
Q1 2026: New position (104.3k shares)
3.2%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (896.9k shares)
2.7%
05
$MSFT
MICROSOFT CORP
Q1 2026: New position (260.6k shares)
2.0%
06
$AAPL
APPLE INC
Q1 2026: New position (542.5k shares)
1.8%
07
$BAC
VERIZON COMMUNICATIONS INC
Q1 2026: New position (408.5k shares)
1.8%
08
$BLOX
TIDAL TRUST II
Held since at least Q1 2024
1.6%
09
$AMZN
AMAZON COM INC
Q1 2026: New position (355.1k shares)
1.6%
10
$BOXX
EA SERIES TRUST
Held since at least Q1 2024
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:09 UTC.