# EDGAR Filing Document

**Accession Number:** 0002035982
**File Stem:** 0001765380-25-000436
**Filing Date:** 2025-11
**Character Count:** 14075
**Document Hash:** ce21c5d3551de8a54bfccbd4523de24c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-25-000436.hdr.sgml**: 20251104

**ACCESSION NUMBER**: 0001765380-25-000436

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251104

**DATE AS OF CHANGE**: 20251104

**EFFECTIVENESS DATE**: 20251104

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Nicholson Wealth Management Group, LLC
- **CENTRAL INDEX KEY:** 0002035982

**ORGANIZATION NAME:**
- **EIN:** 823146189
- **STATE OF INCORPORATION:** SC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24399
- **FILM NUMBER:** 251447958

**BUSINESS ADDRESS:**
- **STREET 1:** 8 N. ADGERS WHARF
- **CITY:** CHARLESTOWN
- **STATE:** SC
- **ZIP:** 29401
- **BUSINESS PHONE:** 843-790-2625

**MAIL ADDRESS:**
- **STREET 1:** 8 N. ADGERS WHARF
- **CITY:** CHARLESTOWN
- **STATE:** SC
- **ZIP:** 29401

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Nicholson Wealth Management Group LLC<br>**Address:** 8 N. ADGERS WHARF<br>CHARLESTOWN, SC 29401

**Form 13F File Number:** 028-24399

**CRD Number (if applicable):** 000327001

**SEC File Number (if applicable):** 801-128554

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Lonny Elfenbein<br>**Title:** Chief Compliance Officer<br>**Phone:** 5139778330

**Signature, Place, and Date of Signing:**

Lonny Elfenbein  Cincinnati, OH  11-04-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 108

**Form 13F Information Table Value Total:** $170726007

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 1904627 | 14220 | SH |  | SOLE | 0 | 0 | 0 | 14220 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 1490697 | 6045 | SH |  | SOLE | 0 | 0 | 0 | 6045 |
| AFLAC INC | COM | 001055102 |  | 1879241 | 16824 | SH |  | SOLE | 0 | 0 | 0 | 16824 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 1538414 | 5641 | SH |  | SOLE | 0 | 0 | 0 | 5641 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 204204 | 840 | SH |  | SOLE | 0 | 0 | 0 | 840 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 226258 | 929 | SH |  | SOLE | 0 | 0 | 0 | 929 |
| AMAZON COM INC | COM | 023135106 |  | 377660 | 1720 | SH |  | SOLE | 0 | 0 | 0 | 1720 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 1690463 | 12145 | SH |  | SOLE | 0 | 0 | 0 | 12145 |
| AMGEN INC | COM | 031162100 |  | 1746818 | 6190 | SH |  | SOLE | 0 | 0 | 0 | 6190 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 2036678 | 16458 | SH |  | SOLE | 0 | 0 | 0 | 16458 |
| ANALOG DEVICES INC | COM | 032654105 |  | 1994838 | 8119 | SH |  | SOLE | 0 | 0 | 0 | 8119 |
| APPLE INC | COM | 037833100 |  | 2853128 | 11205 | SH |  | SOLE | 0 | 0 | 0 | 11205 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 2018265 | 11820 | SH |  | SOLE | 0 | 0 | 0 | 11820 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 1821461 | 6206 | SH |  | SOLE | 0 | 0 | 0 | 6206 |
| BANK AMERICA CORP | COM | 060505104 |  | 249283 | 4832 | SH |  | SOLE | 0 | 0 | 0 | 4832 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 1488002 | 7950 | SH |  | SOLE | 0 | 0 | 0 | 7950 |
| BERKLEY W R CORP | COM | 084423102 |  | 1624344 | 21200 | SH |  | SOLE | 0 | 0 | 0 | 21200 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 381077 | 758 | SH |  | SOLE | 0 | 0 | 0 | 758 |
| BROADCOM INC | COM | 11135F101 |  | 2472675 | 7495 | SH |  | SOLE | 0 | 0 | 0 | 7495 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 1675764 | 7036 | SH |  | SOLE | 0 | 0 | 0 | 7036 |
| BROWN  BROWN INC | COM | 115236101 |  | 1614407 | 17213 | SH |  | SOLE | 0 | 0 | 0 | 17213 |
| BROWN FORMAN CORP | CL B | 115637209 |  | 1319175 | 48714 | SH |  | SOLE | 0 | 0 | 0 | 48714 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 |  | 221930 | 6392 | SH |  | SOLE | 0 | 0 | 0 | 6392 |
| CENCORA INC | COM | 03073E105 |  | 2340225 | 7488 | SH |  | SOLE | 0 | 0 | 0 | 7488 |
| CHEVRON CORP NEW | COM | 166764100 |  | 449738 | 2896 | SH |  | SOLE | 0 | 0 | 0 | 2896 |
| CHUBB LIMITED | COM | H1467J104 |  | 1906317 | 6754 | SH |  | SOLE | 0 | 0 | 0 | 6754 |
| CHURCH  DWIGHT CO INC | COM | 171340102 |  | 1435204 | 16378 | SH |  | SOLE | 0 | 0 | 0 | 16378 |
| CINTAS CORP | COM | 172908105 |  | 1519129 | 7401 | SH |  | SOLE | 0 | 0 | 0 | 7401 |
| CISCO SYS INC | COM | 17275R102 |  | 1925544 | 28143 | SH |  | SOLE | 0 | 0 | 0 | 28143 |
| CITY HLDG CO | COM | 177835105 |  | 1529175 | 12345 | SH |  | SOLE | 0 | 0 | 0 | 12345 |
| CLOROX CO DEL | COM | 189054109 |  | 433400 | 3515 | SH |  | SOLE | 0 | 0 | 0 | 3515 |
| CMS ENERGY CORP | COM | 125896100 |  | 1813771 | 24758 | SH |  | SOLE | 0 | 0 | 0 | 24758 |
| COCA COLA CO | COM | 191216100 |  | 619839 | 9346 | SH |  | SOLE | 0 | 0 | 0 | 9346 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 1467618 | 18359 | SH |  | SOLE | 0 | 0 | 0 | 18359 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1486260 | 47303 | SH |  | SOLE | 0 | 0 | 0 | 47303 |
| COMMERCE BANCSHARES INC | COM | 200525103 |  | 1537983 | 25736 | SH |  | SOLE | 0 | 0 | 0 | 25736 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 1573284 | 4781 | SH |  | SOLE | 0 | 0 | 0 | 4781 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1935492 | 2091 | SH |  | SOLE | 0 | 0 | 0 | 2091 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 283511 | 2291 | SH |  | SOLE | 0 | 0 | 0 | 2291 |
| ECOLAB INC | COM | 278865100 |  | 1823086 | 6657 | SH |  | SOLE | 0 | 0 | 0 | 6657 |
| ELI LILLY  CO | COM | 532457108 |  | 1970066 | 2582 | SH |  | SOLE | 0 | 0 | 0 | 2582 |
| EMERSON ELEC CO | COM | 291011104 |  | 1762928 | 13439 | SH |  | SOLE | 0 | 0 | 0 | 13439 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 842806 | 7475 | SH |  | SOLE | 0 | 0 | 0 | 7475 |
| FACTSET RESH SYS INC | COM | 303075105 |  | 1279464 | 4466 | SH |  | SOLE | 0 | 0 | 0 | 4466 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 |  | 412570 | 12345 | SH |  | SOLE | 0 | 0 | 0 | 12345 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 2260489 | 6629 | SH |  | SOLE | 0 | 0 | 0 | 6629 |
| GRAINGER W W INC | COM | 384802104 |  | 1754399 | 1841 | SH |  | SOLE | 0 | 0 | 0 | 1841 |
| HENRY JACK  ASSOC INC | COM | 426281101 |  | 1405601 | 9438 | SH |  | SOLE | 0 | 0 | 0 | 9438 |
| HOME DEPOT INC | COM | 437076102 |  | 2217644 | 5473 | SH |  | SOLE | 0 | 0 | 0 | 5473 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1723785 | 8189 | SH |  | SOLE | 0 | 0 | 0 | 8189 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 1704588 | 6537 | SH |  | SOLE | 0 | 0 | 0 | 6537 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 1641164 | 9741 | SH |  | SOLE | 0 | 0 | 0 | 9741 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 462178 | 1638 | SH |  | SOLE | 0 | 0 | 0 | 1638 |
| INTUIT | COM | 461202103 |  | 1464842 | 2145 | SH |  | SOLE | 0 | 0 | 0 | 2145 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 616335 | 3249 | SH |  | SOLE | 0 | 0 | 0 | 3249 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 569170 | 948 | SH |  | SOLE | 0 | 0 | 0 | 948 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 305996 | 7222 | SH |  | SOLE | 0 | 0 | 0 | 7222 |
| ISHARES TR | CORE S ETF | 464287200 |  | 224216 | 335 | SH |  | SOLE | 0 | 0 | 0 | 335 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2151985 | 11606 | SH |  | SOLE | 0 | 0 | 0 | 11606 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 795514 | 2522 | SH |  | SOLE | 0 | 0 | 0 | 2522 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 2155278 | 7057 | SH |  | SOLE | 0 | 0 | 0 | 7057 |
| LINDE PLC | SHS | G54950103 |  | 1964125 | 4135 | SH |  | SOLE | 0 | 0 | 0 | 4135 |
| LOWES COS INC | COM | 548661107 |  | 1769976 | 7043 | SH |  | SOLE | 0 | 0 | 0 | 7043 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1624521 | 2856 | SH |  | SOLE | 0 | 0 | 0 | 2856 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 1454623 | 21740 | SH |  | SOLE | 0 | 0 | 0 | 21740 |
| MCDONALDS CORP | COM | 580135101 |  | 2034240 | 6694 | SH |  | SOLE | 0 | 0 | 0 | 6694 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 1844704 | 19369 | SH |  | SOLE | 0 | 0 | 0 | 19369 |
| MICROSOFT CORP | COM | 594918104 |  | 3863907 | 7460 | SH |  | SOLE | 0 | 0 | 0 | 7460 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 1610227 | 25776 | SH |  | SOLE | 0 | 0 | 0 | 25776 |
| NETFLIX INC | COM | 64110L106 |  | 565890 | 472 | SH |  | SOLE | 0 | 0 | 0 | 472 |
| NEW JERSEY RES CORP | COM | 646025106 |  | 1695121 | 35205 | SH |  | SOLE | 0 | 0 | 0 | 35205 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1783904 | 23631 | SH |  | SOLE | 0 | 0 | 0 | 23631 |
| NUCOR CORP | COM | 670346105 |  | 261515 | 1931 | SH |  | SOLE | 0 | 0 | 0 | 1931 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 617766 | 3311 | SH |  | SOLE | 0 | 0 | 0 | 3311 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 1847612 | 2437 | SH |  | SOLE | 0 | 0 | 0 | 2437 |
| PAYCHEX INC | COM | 704326107 |  | 1562317 | 12325 | SH |  | SOLE | 0 | 0 | 0 | 12325 |
| PEPSICO INC | COM | 713448108 |  | 2241282 | 15959 | SH |  | SOLE | 0 | 0 | 0 | 15959 |
| PERSPECTIVE THERAPEUTICS INC | COM NEW | 46489V302 |  | 5550745 | 1618293 | SH |  | SOLE | 0 | 0 | 0 | 1618293 |
| PHILLIPS 66 | COM | 718546104 |  | 1830324 | 13456 | SH |  | SOLE | 0 | 0 | 0 | 13456 |
| PPG INDS INC | COM | 693506107 |  | 1427604 | 13582 | SH |  | SOLE | 0 | 0 | 0 | 13582 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2374673 | 15455 | SH |  | SOLE | 0 | 0 | 0 | 15455 |
| PROLOGIS INC. | COM | 74340W103 |  | 1665579 | 14544 | SH |  | SOLE | 0 | 0 | 0 | 14544 |
| REALTY INCOME CORP | COM | 756109104 |  | 1810326 | 29780 | SH |  | SOLE | 0 | 0 | 0 | 29780 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 1290111 | 2587 | SH |  | SOLE | 0 | 0 | 0 | 2587 |
| S GLOBAL INC | COM | 78409V104 |  | 1665522 | 3422 | SH |  | SOLE | 0 | 0 | 0 | 3422 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 1733378 | 5006 | SH |  | SOLE | 0 | 0 | 0 | 5006 |
| SONOCO PRODS CO | COM | 835495102 |  | 278060 | 6453 | SH |  | SOLE | 0 | 0 | 0 | 6453 |
| SOUTHERN CO | COM | 842587107 |  | 2001732 | 21122 | SH |  | SOLE | 0 | 0 | 0 | 21122 |
| SOUTHSTATE BK CORP | COM | 84472E102 |  | 703065 | 7111 | SH |  | SOLE | 0 | 0 | 0 | 7111 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1357895 | 3820 | SH |  | SOLE | 0 | 0 | 0 | 3820 |
| STARBUCKS CORP | COM | 855244109 |  | 1501227 | 17745 | SH |  | SOLE | 0 | 0 | 0 | 17745 |
| STRYKER CORPORATION | COM | 863667101 |  | 1758520 | 4757 | SH |  | SOLE | 0 | 0 | 0 | 4757 |
| TESLA INC | COM | 88160R101 |  | 695542 | 1564 | SH |  | SOLE | 0 | 0 | 0 | 1564 |
| TEXAS INSTRS INC | COM | 882508104 |  | 1664778 | 9061 | SH |  | SOLE | 0 | 0 | 0 | 9061 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 1693247 | 29774 | SH |  | SOLE | 0 | 0 | 0 | 29774 |
| UNION PAC CORP | COM | 907818108 |  | 358573 | 1517 | SH |  | SOLE | 0 | 0 | 0 | 1517 |
| UNITED BANKSHARES INC WEST V | COM | 909907107 |  | 2837076 | 76245 | SH |  | SOLE | 0 | 0 | 0 | 76245 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1543836 | 4471 | SH |  | SOLE | 0 | 0 | 0 | 4471 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3607901 | 10994 | SH |  | SOLE | 0 | 0 | 0 | 10994 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 209730 | 714 | SH |  | SOLE | 0 | 0 | 0 | 714 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 9726432 | 15883 | SH |  | SOLE | 0 | 0 | 0 | 15883 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 251827 | 1167 | SH |  | SOLE | 0 | 0 | 0 | 1167 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 210319 | 3510 | SH |  | SOLE | 0 | 0 | 0 | 3510 |
| VISA INC | COM CL A | 92826C839 |  | 1970787 | 5773 | SH |  | SOLE | 0 | 0 | 0 | 5773 |
| WALMART INC | COM | 931142103 |  | 2138907 | 20754 | SH |  | SOLE | 0 | 0 | 0 | 20754 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 2012086 | 17559 | SH |  | SOLE | 0 | 0 | 0 | 17559 |
| XYLEM INC | COM | 98419M100 |  | 2012785 | 13646 | SH |  | SOLE | 0 | 0 | 0 | 13646 |
| ZOETIS INC | CL A | 98978V103 |  | 1471687 | 10058 | SH |  | SOLE | 0 | 0 | 0 | 10058 |

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