Fund HoldingsNicholson Meyer Capital Management, Inc.

Total Portfolio Value
$150.15M
Total Bought
$30.48M
Total Sold
$27.53M
Net Transaction
+$2.95M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0218,993+218,993010,7927.19%+10,792
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
0165,676+165,67607,8205.21%+7,820
ISHARES TR36,74844,553+7,80513,10218,24412.15%+5,142
VANGUARD INDEX FDS021,178+21,17804,6153.07%+4,615
ISHARES TR83,50772,285-11,2228,34810,4446.96%+2,095
MICRON TECHNOLOGY INC(MU)2,0201,996-246822,3041.53%+1,622
GOLDMAN SACHS ETF TR82,12879,652-2,47610,27711,3027.53%+1,025
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
64,06562,098-1,9677,0277,9375.29%+909
SCHWAB STRATEGIC TR418,625401,950-16,67511,65912,5018.33%+842
AMERICAN CENTY ETF TR79,94483,176+3,2326,7827,4194.94%+637
ELI LILLY & CO(LLY)1,9461,94601,7882,3321.55%+544
ISHARES TR23,55023,285-2653,3543,8252.55%+471
PROCTER & GAMBLE CO(PG)4,1176,458+2,3415959470.63%+352
BERKSHIRE HATHAWAY INC DEL23,47623,168-30811,25011,5937.72%+343
GE AEROSPACE(GE)3,5583,543-151,0101,3240.88%+315
EXXON MOBIL CORP02,082+2,08202850.19%+285
ISHARES TR406720+3142655390.36%+274
NVIDIA CORPORATION(NVDA)9,0559,05501,5791,8121.21%+233
BANK OF AMER CORP03,867+3,86702200.15%+220
VANGUARD SPECIALIZED FUNDS12,09411,903-1912,6012,8161.88%+216
APPLE INC(AAPL)8,7608,395-3652,2232,4291.62%+206
GOLDMAN SACHS ETF TR76,49778,175+1,6787,6647,8305.21%+166
AMAZON COM INC(AMZN)5,2765,27601,0991,2570.84%+159
ALPHABET INC(GOOG)730796+662102840.19%+75
INTERNATIONAL BUSINESS MACHS(IBM)1,5961,610+143874530.30%+66
PHILIP MORRIS INTL INC(PM)2,3602,36003904270.28%+37
ABBVIE INC(ABBV)1,0501,05002282640.18%+36
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
82082002422780.18%+36
JOHNSON & JOHNSON(JNJ)2,2152,265+505425750.38%+34
SHERWIN WILLIAMS CO(SHW)1,3511,35104334650.31%+32
ALTRIA GROUP INC(MO)4,5504,55003003270.22%+27
BLACK STONE MINERALS L P(BSM)13,14113,14101991840.12%-15
ONEOK INC NEW(OKE)5,2635,26304764570.30%-18
MICROSOFT CORP(MSFT)2,2582,190-688368170.54%-19
GE HEALTHCARE TECHNOLOGIES I(GEHC)4,5894,58903272940.20%-33
PEPSICO INC(PEP)1,6941,69402632290.15%-34
ENERGY TRANSFER L P(ET)38,70135,984-2,7177476880.46%-59
CONOCOPHILLIPS(COP)2,1482,14802832230.15%-60
CAMECO CORP(CCJ)3,9263,426-5004263490.23%-77
CENOVUS ENERGY INC(CVE)26,04824,433-1,6156916060.40%-85
WALMART INC(WMT)7,9547,95409899010.60%-88
AGNICO EAGLE MINES LTD(AEM)2,8892,88905864480.30%-138
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
15,71911,187-4,5327775890.39%-187
PAN AMERN SILVER CORP(PAAS)3,6890-3,6892020-202
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
22,28711,337-10,9501,1285730.38%-555
SPDR GOLD TR(GLD)28,70227,499-1,20312,35010,1306.75%-2,220
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
162,1160-162,1166,5150-6,515
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
224,8420-224,8429,5650-9,565
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