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J. Mark Nickell & Co.

J. Mark Nickell & Co. is an Investment Adviser institutional filer with the SEC under CIK 1811161, reporting 30 portfolio positions, with 10 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: TN
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-11

Top 10 portfolio positions

The largest reported holdings in J. Mark Nickell & Co.'s most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (QUAL)
  2. ISHARES TR (BTOT)
  3. VANGUARD INDEX FDS (VOO)
  4. GMO ETF TRUST (QLTY)
  5. J P MORGAN EXCHANGE TRADED F (JPST)
  6. DIMENSIONAL ETF TRUST (DFIV)
  7. PIMCO ETF TR (PYLD)
  8. ISHARES TR (IVW)
  9. SCHWAB STRATEGIC TR (SCHD)
  10. VANGUARD WHITEHALL FDS (VIGI)
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