Nelson Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Nelson Capital Management, LLC held in its portfolio 105 assets valued at $854,591,473 (i.e. $854.59M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($298.48M), VANGUARD TAX-MANAGED FDS ($40.18M), and ISHARES TR ($34.93M).
The chart below shows the top 10 valuable assets, and the table below shows the top 105 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Nelson Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 1600451 | 298484144 | COM |
| VANGUARD TAX-MANAGED FDS | 643177 | 40179243 | VAN FTSE DEV MKT |
| ISHARES TR | 660602 | 34932643 | ISHS 1-5YR INVS |
| MICROSOFT CORP | 68627 | 33189164 | COM |
| APPLE INC | 95940 | 26082376 | COM |
| SPDR SERIES TRUST | 867256 | 25539176 | STATE STREET SPD |
| ALPHABET INC | 79214 | 24857354 | CAP STK CL C |
| SELECT SECTOR SPDR TR | 163088 | 23479780 | STATE STREET TEC |
| SELECT SECTOR SPDR TR | 129065 | 20020563 | STATE STREET IND |
| VANGUARD INDEX FDS | 62859 | 16214482 | SMALL CP ETF |
| JPMORGAN CHASE & CO. | 43520 | 14022978 | COM |
| AMAZON COM INC | 59783 | 13799113 | COM |
| VANGUARD WORLD FD | 61406 | 11362478 | UTILITIES ETF |
| VISA INC | 30522 | 10704355 | COM CL A |
| CISCO SYS INC | 135543 | 10440871 | COM |
| SPDR S&P 500 ETF TR | 15048 | 10261861 | TR UNIT |
| AGNICO EAGLE MINES LTD | 56519 | 9581667 | COM |
| ISHARES INC | 129229 | 9392364 | MSCI EMRG CHN |
| ISHARES TR | 13674 | 9366207 | CORE S&P500 ETF |
| VANGUARD INTL EQUITY INDEX F | 157399 | 8461747 | FTSE EMR MKT ETF |
| COSTCO WHSL CORP NEW | 9784 | 8436869 | COM |
| QUALCOMM INC | 48844 | 8354749 | COM |
| TJX COS INC NEW | 45909 | 7052082 | COM |
| PROCTER AND GAMBLE CO | 47809 | 6851540 | COM |
| COLUMBIA ETF TR II | 159893 | 6133496 | EM CORE EX ETF |
| EXXON MOBIL CORP | 49285 | 5930922 | COM |
| BOOKING HOLDINGS INC | 1099 | 5885508 | COM |
| SELECT SECTOR SPDR TR | 58563 | 5767649 | STATE STREET CON |
| STRYKER CORPORATION | 16029 | 5633832 | COM |
| ABBVIE INC | 22992 | 5253443 | COM |
| S&P GLOBAL INC | 9874 | 5160054 | COM |
| SELECT SECTOR SPDR TR | 92981 | 5092570 | STATE STREET FIN |
| ELI LILLY & CO | 4650 | 4997262 | COM |
| AMGEN INC | 14526 | 4754506 | COM |
| ISHARES TR | 94266 | 4536080 | CYBERSECURITY |
| CHEVRON CORP NEW | 28505 | 4344448 | COM |
| ROPER TECHNOLOGIES INC | 9589 | 4268460 | COM |
| DISNEY WALT CO | 36827 | 4189865 | COM |
| THERMO FISHER SCIENTIFIC INC | 7139 | 4136728 | COM |
| SELECT SECTOR SPDR TR | 101769 | 4106380 | STATE STREET REA |
| SELECT SECTOR SPDR TR | 26343 | 4077897 | STATE STREET HEA |
| INTUITIVE SURGICAL INC | 7118 | 4031351 | COM NEW |
| SELECT SECTOR SPDR TR | 32754 | 3855801 | STATE STREET COM |
| SCHWAB CHARLES CORP | 38369 | 3833459 | COM |
| LINDE PLC | 8849 | 3773126 | SHS |
| TE CONNECTIVITY PLC | 15758 | 3585103 | ORD SHS |
| GALLAGHER ARTHUR J & CO | 13087 | 3386785 | COM |
| EMERSON ELEC CO | 25263 | 3352906 | COM |
| BERKSHIRE HATHAWAY INC DEL | 6365 | 3199369 | CL B NEW |
| CHUBB LIMITED | 10099 | 3152319 | COM |
| HOME DEPOT INC | 9105 | 3133161 | COM |
| SPDR GOLD TR | 7658 | 3034942 | GOLD SHS |
| SCHWAB STRATEGIC TR | 124032 | 2981730 | INTL EQTY ETF |
| XYLEM INC | 20178 | 2747841 | COM |
| SHELL PLC | 35270 | 2591659 | SPON ADS |
| COCA COLA CO | 37032 | 2588908 | COM |
| BOSTON SCIENTIFIC CORP | 26016 | 2480626 | COM |
| NETFLIX INC | 26042 | 2441698 | COM |
| MASCO CORP | 37772 | 2397013 | COM |
| SALESFORCE INC | 8581 | 2273220 | COM |
| ORACLE CORP | 10286 | 2004845 | COM |
| ALPHABET INC | 5908 | 1849204 | CAP STK CL A |
| J P MORGAN EXCHANGE TRADED F | 31310 | 1792185 | EQUITY PREMIUM |
| SELECT SECTOR SPDR TR | 36388 | 1626908 | STATE STREET ENE |
| SELECT SECTOR SPDR TR | 30870 | 1399955 | STATE STREET MAT |
| META PLATFORMS INC | 1769 | 1167700 | CL A |
| TEXAS PACIFIC LAND CORPORATI | 3903 | 1121020 | COM |
| ISHARES TR | 9186 | 1103974 | CORE S&P SCP ETF |
| INTUIT | 1665 | 1102930 | COM |
| JOHNSON & JOHNSON | 5156 | 1066944 | COM |
| J P MORGAN EXCHANGE TRADED F | 21085 | 1066685 | ULTRA SHRT ETF |
| INVESCO QQQ TR | 1627 | 999483 | UNIT SER 1 |
| ADOBE INC | 2842 | 994672 | COM |
| VANGUARD INDEX FDS | 1533 | 747890 | GROWTH ETF |
| NUCOR CORP | 3632 | 592416 | COM |
| AIRBNB INC | 4263 | 578575 | COM CL A |
| WALMART INC | 5093 | 567412 | COM |
| SCHWAB STRATEGIC TR | 22872 | 557391 | SHT TM US TRES |
| GLOBAL X FDS | 28442 | 537839 | US PFD ETF |
| BROADCOM INC | 1506 | 521227 | COM |
| ENVIRI CORP | 28825 | 516544 | COM |
| ABBOTT LABS | 4070 | 509931 | COM |
| LAM RESEARCH CORP | 2885 | 493855 | COM NEW |
| VANGUARD INDEX FDS | 782 | 490416 | S&P 500 ETF SHS |
| WISDOMTREE TR | 4700 | 478554 | US HIGH DIVIDEND |
| PALO ALTO NETWORKS INC | 2328 | 428818 | COM |
| MERCK & CO INC | 4045 | 425777 | COM |
| PURE STORAGE INC | 6286 | 421225 | CL A |
| ISHARES TR | 1250 | 403763 | RUS 2000 GRW ETF |
| INTERNATIONAL BUSINESS MACHS | 1322 | 391590 | COM |
| GOLDMAN SACHS GROUP INC | 437 | 384123 | COM |
| PHILIP MORRIS INTL INC | 2388 | 383036 | COM |
| MCDONALDS CORP | 1202 | 367368 | COM |
| TESLA INC | 806 | 362475 | COM |
| VANGUARD SCOTTSDALE FDS | 2951 | 359285 | VNG RUS1000GRW |
| PARKER-HANNIFIN CORP | 385 | 338400 | COM |
| ISHARES TR | 5005 | 330330 | CORE S&P MCP ETF |
| CATERPILLAR INC | 538 | 308205 | COM |
| NEWMONT CORP | 2949 | 294458 | COM |
| ISHARES TR | 17075 | 280543 | GL CLEAN ENE ETF |
| VERIZON COMMUNICATIONS INC | 6657 | 271140 | COM |
| DELL TECHNOLOGIES INC | 2043 | 257173 | CL C |
| DANAHER CORPORATION | 959 | 219663 | COM |
| ISHARES TR | 830 | 204313 | RUSSELL 2000 ETF |
| CARIBOU BIOSCIENCES INC | 58685 | 93310 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.