Nicholas Wealth, LLC. — 13F holdings

Nicholas Wealth, LLC. reported 127 holdings worth $182M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

1. GIAX TIDAL TRUST II — $22.3M (12.2%)
2. FIAX TIDAL TRUST II — $10.6M (5.8%)
3. MU MICRON TECHNOLOGY INC — $5.86M (3.2%)
4. TSLA TESLA INC — $5.44M (3.0%)
5. NVDA NVIDIA CORPORATION — $4.50M (2.5%)
6. MSFT MICROSOFT CORP — $3.10M (1.7%)
7. NBIS NEBIUS GROUP N.V. — $3.10M (1.7%)
8. BLOX TIDAL TRUST II — $3.04M (1.7%)
9. AMD ADVANCED MICRO DEVICES INC — $2.95M (1.6%)
10. AAPL APPLE INC — $2.90M (1.6%)