§ 13F · FUND PROFILE
Nelson Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $840M (13F)Positions · 108Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.63M | $284M | 34.7% | +2% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 686K | $44M | 5.4% | +7% |
| 3 | IGSB | ISHARES TR | 725K | $38M | 4.7% | +10% |
| 4 | XLK | SELECT SECTOR SPDR TR | 198K | $26M | 3.2% | +21% |
| 5 | MSFT | MICROSOFT CORP | 70K | $26M | 3.1% | +1% |
| 6 | SPTS | SPDR SERIES TRUST | 880K | $26M | 3.1% | +2% |
| 7 | AAPL | APPLE INC | 94K | $24M | 2.9% | −2% |
| 8 | GOOG | ALPHABET INC | 78K | $22M | 2.7% | −2% |
| 9 | XLI | SELECT SECTOR SPDR TR | 126K | $20M | 2.5% | −3% |
| 10 | VB | VANGUARD INDEX FDS | 63K | $16M | 2.0% | ±0% |
§ 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 $840 million in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed