Nicholson Meyer Capital Management, Inc.
RIA/Wealth
Nicholson Meyer Capital Management, Inc. is a RIA/Wealth led by Martin James Briesach, reporting $172.6M in AUM as of Q3 2025 with 64% ETF concentration and 74% concentrated in top 10 holdings.
Managing PartnerMartin James Briesach
- Portfolio Value
- $130.1M
- Positions
- 44
- Top Holding
- IWB at 10.35%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Nicholson Meyer Capital Management, Inc.'s portfolio (73.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $13.5M | 10.35% | +$39.1K Bought | — 36.8K shares | |
Unknown Unknown | $12.5M | 9.59% | -$113.0K Sold | — 35.1K shares | |
Insurance - Diversified Financial Services | $11.7M | 8.97% | +$168.9K Bought | 0.00% 23.2K shares | |
ETF ETF | $10.9M | 8.36% | -$58.1K Sold | — 413.6K shares | |
ETF ETF | $10.5M | 8.08% | +$88.1K Bought | — 80.7K shares | |
ETF ETF | $8.9M | 6.82% | -$169.3K Sold | — 86.0K shares | |
ETF ETF | $8.5M | 6.51% | +$7.7M Bought | — 201.7K shares | |
ETF ETF | $7.7M | 5.93% | +$47.2K Bought | — 77.0K shares | |
ETF ETF | $7.4M | 5.66% | +$213.8K Bought | — 61.2K shares | |
ETF ETF | $4.5M | 3.47% | +$226.8K Bought | — 102.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Nicholson Meyer Capital Management, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+1,051.89% | |
+9.23% | |
+5.29% | |
+4.0% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-68.81% | |
-14.57% |
Analytics
Portfolio insights and performance metrics for Nicholson Meyer Capital Management, Inc.
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