J. Mark Nickell & Co.

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Brentwood, TN
CIK
0001811161
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 32 110,723 QUAL, IUSB, VOO, QLTY NEW HOLDINGS 5/20/2026 000181116126000009
Q1 2026 31 96,409 QUAL, IUSB, VOO, QLTY 13F-HR 5/15/2026 000181116126000007
Q4 2025 30 108,301 QUAL, VOO, IUSB, JPST 13F-HR 2/13/2026 000181116126000004