§ 13F · FUND PROFILE
Nelson Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $756.5T (13F)Positions · 101Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.60M | $298.5T | 34.9% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 643K | $40.2T | 4.7% | +2% |
| 3 | IGSB | ISHARES TR | 661K | $34.9T | 4.1% | +15% |
| 4 | MSFT | MICROSOFT CORP | 69K | $33.2T | 3.9% | −2% |
| 5 | AAPL | APPLE INC | 96K | $26.1T | 3.1% | −1% |
| 6 | SPTS | SPDR SERIES TRUST | 865K | $25.3T | 3.0% | +4% |
| 7 | GOOG | ALPHABET INC | 79K | $24.9T | 2.9% | −4% |
| 8 | XLK | SELECT SECTOR SPDR TR | 163K | $23.5T | 2.7% | +138% |
| 9 | XLI | SELECT SECTOR SPDR TR | 129K | $20.0T | 2.3% | −2% |
| 10 | VB | VANGUARD INDEX FDS | 63K | $16.2T | 1.9% | −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 $756486.4 trillion in assets. The fund runs a portfolio of 101 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed