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Nicholson Meyer Capital Management, Inc.

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13F filer, CIK 2065771, Kansas City, MO

Nicholson Meyer Capital Management, Inc. reported $132,199,471 across 44 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-28. Its ten largest share positions make up 74.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002065771-26-000002

Period
2025-12-31
Reported value
$132M
Holdings
44
Top 10 weight
74.95%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BUFFadded+5,685$283K
CGGRadded+5,320$237K
GOOGLnew+730$228K
BRK-Badded+445$224K
FNDXadded+5,863$160K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAreduced-4,848-$904K
GLDreduced-723-$287K
AAPLreduced-974-$265K
IWBreduced-707-$264K
IVVreduced-369-$252K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0002065771-26-000002, largest first. % of portfolio is the value over $132,199,471, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 36,352 shares; 2025Q2: 35,413 shares; 2025Q3: 35,095 shares; 2025Q4: 34,372 shares 34,372$13.6M10.3%-723Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 37,288 shares; 2025Q2: 36,741 shares; 2025Q3: 36,848 shares; 2025Q4: 36,141 shares 36,141$13.5M10.21%-707Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,428 shares; 2025Q2: 22,881 shares; 2025Q3: 23,217 shares; 2025Q4: 23,662 shares 23,662$11.9M9%+445Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 397,878 shares; 2025Q2: 415,763 shares; 2025Q3: 413,555 shares; 2025Q4: 419,418 shares 419,418$11.4M8.63%+5,863Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 81,558 shares; 2025Q2: 80,056 shares; 2025Q3: 80,732 shares; 2025Q4: 81,487 shares 81,487$10.8M8.16%+755Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 17,507 shares; 2025Q3: 201,662 shares; 2025Q4: 205,222 shares 205,222$8.96M6.77%+3,560Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 85,831 shares; 2025Q2: 87,603 shares; 2025Q3: 85,963 shares; 2025Q4: 84,895 shares 84,895$8.91M6.74%-1,068Timeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 83,921 shares; 2025Q2: 76,534 shares; 2025Q3: 77,005 shares; 2025Q4: 77,554 shares 77,554$7.75M5.86%+549Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 57,915 shares; 2025Q2: 59,385 shares; 2025Q3: 61,159 shares; 2025Q4: 61,178 shares 61,178$7.45M5.63%+19Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 33,839 shares; 2025Q2: 97,670 shares; 2025Q3: 102,835 shares; 2025Q4: 108,155 shares 108,155$4.81M3.64%+5,320Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,464 shares; 2025Q2: 25,508 shares; 2025Q3: 25,162 shares; 2025Q4: 25,244 shares 25,244$3.75M2.84%+82Timeline
IXCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 90,204 shares; 2025Q2: 92,899 shares; 2025Q3: 93,958 shares; 2025Q4: 88,813 shares 88,813$3.72M2.82%-5,145Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,806 shares; 2025Q2: 14,142 shares; 2025Q3: 13,638 shares; 2025Q4: 12,644 shares 12,644$2.78M2.1%-994Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,957 shares; 2025Q2: 10,598 shares; 2025Q3: 9,991 shares; 2025Q4: 9,017 shares 9,017$2.45M1.85%-974Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,477 shares; 2025Q2: 2,237 shares; 2025Q3: 2,149 shares; 2025Q4: 2,150 shares 2,150$2.31M1.75%+1Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,975 shares; 2025Q2: 15,216 shares; 2025Q3: 14,253 shares; 2025Q4: 9,405 shares 9,405$1.75M1.33%-4,848Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,597 shares; 2025Q2: 11,013 shares; 2025Q3: 12,030 shares; 2025Q4: 11,285 shares 11,285$1.59M1.2%-745Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,311 shares; 2025Q2: 6,016 shares; 2025Q3: 5,716 shares; 2025Q4: 5,420 shares 5,420$1.25M0.95%-296Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,738 shares; 2025Q2: 2,615 shares; 2025Q3: 2,553 shares; 2025Q4: 2,356 shares 2,356$1.14M0.86%-197Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,217 shares; 2025Q2: 4,217 shares; 2025Q3: 4,047 shares; 2025Q4: 3,645 shares 3,645$1.12M0.85%-402Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 68,542 shares; 2025Q2: 71,331 shares; 2025Q3: 22,247 shares; 2025Q4: 22,085 shares 22,085$1.12M0.85%-162Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,347 shares; 2025Q2: 9,837 shares; 2025Q3: 8,404 shares; 2025Q4: 7,954 shares 7,954$886K0.67%-450Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 56,424 shares; 2025Q2: 49,924 shares; 2025Q3: 49,852 shares; 2025Q4: 45,201 shares 45,201$745K0.56%-4,651Timeline
BUFFINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,233 shares; 2025Q4: 14,918 shares 14,918$744K0.56%+5,685Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,575 shares; 2025Q4: 2,275 shares 2,275$649K0.49%-300Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,212 shares; 2025Q2: 4,841 shares; 2025Q3: 4,841 shares; 2025Q4: 4,489 shares 4,489$643K0.49%-352Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,500 shares; 2025Q2: 7,350 shares; 2025Q3: 6,851 shares; 2025Q4: 6,851 shares 6,851$627K0.47%0Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,380 shares; 2025Q2: 3,797 shares; 2025Q3: 3,797 shares; 2025Q4: 3,661 shares 3,661$621K0.47%-136Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,810 shares; 2025Q2: 2,497 shares; 2025Q3: 2,497 shares; 2025Q4: 2,415 shares 2,415$500K0.38%-82Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 1,705 shares; 2025Q4: 1,490 shares 1,490$483K0.37%-215Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,834 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,596 shares 1,596$473K0.36%-119Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 31,306 shares; 2025Q2: 30,181 shares; 2025Q3: 28,038 shares; 2025Q4: 26,048 shares 26,048$441K0.33%-1,990Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares 2,525$405K0.31%0Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,692 shares; 2025Q2: 5,692 shares; 2025Q3: 5,692 shares; 2025Q4: 5,443 shares 5,443$400K0.3%-249Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,851 shares; 2025Q2: 4,851 shares; 2025Q3: 4,856 shares; 2025Q4: 4,589 shares 4,589$376K0.28%-267Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 772 shares; 2025Q2: 754 shares; 2025Q3: 784 shares; 2025Q4: 415 shares 415$284K0.21%-369Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,572 shares; 2025Q2: 4,574 shares; 2025Q3: 4,575 shares; 2025Q4: 4,550 shares 4,550$262K0.2%-25Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares 820$253K0.19%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,944 shares; 2025Q2: 1,774 shares; 2025Q3: 1,816 shares; 2025Q4: 1,736 shares 1,736$249K0.19%-80Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,050 shares; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050$240K0.18%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 730 shares 730$228K0.17%newTimeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,567 shares; 2025Q3: 4,367 shares; 2025Q4: 3,867 shares 3,867$213K0.16%-500Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,693 shares; 2025Q2: 2,243 shares; 2025Q3: 2,243 shares; 2025Q4: 2,148 shares 2,148$201K0.15%-95Timeline
BSMBLACK STONE MINERALS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,687 shares; 2025Q2: 14,687 shares; 2025Q3: 14,687 shares; 2025Q4: 14,687 shares 14,687$195K0.15%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MSTRSTRATEGY INC676$218Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002065771-26-000002 base2026-01-28acceptance time not in the bulk data set