§ 13F · FUND PROFILE
Nelson Capital Management, LLC.
AUM · $912M (13F)Positions · 120Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.61M | $321M | 35.3% | −1% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 694K | $49M | 5.4% | +1% |
| 3 | IGSB | ISHARES TR | 776K | $41M | 4.5% | +7% |
| 4 | XLK | SELECT SECTOR SPDR TR | 201K | $38M | 4.2% | +2% |
| 5 | GOOG | ALPHABET INC | 76K | $27M | 3.0% | −2% |
| 6 | AAPL | APPLE INC | 93K | $27M | 3.0% | −1% |
| 7 | MSFT | MICROSOFT CORP | 70K | $26M | 2.9% | ±0% |
| 8 | SPTS | SPDR SERIES TRUST | 865K | $25M | 2.8% | −2% |
| 9 | XLI | SELECT SECTOR SPDR TR | 124K | $23M | 2.5% | −1% |
| 10 | VB | VANGUARD INDEX FDS | 62K | $19M | 2.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NELSON SIGNAL
AC read
Nelson Capital Management, LLC is a Other fund managing $912 million in assets. The fund runs a portfolio of 120 positions.
Read the full dossier →