Nelson Capital Management, LLC
Q3 2025 13F Holdings
- Locationmenlo park, CA
- Num holdings
108
- Value ($000)
$839,746
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001512611
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $298.40 M | 36 % | 1,599,289 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $37.94 M | 5 % | 633,099 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $36.30 M | 4 % | 70,084 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $30.46 M | 4 % | 574,360 | ||
AAPL APPLE INC | COM | 037833100 | $24.60 M | 3 % | 96,607 | ||
KRE SPDR SERIES TRUST | PORTFOLIO SH TSR | 78468R101 | $24.44 M | 3 % | 833,569 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $20.24 M | 2 % | 131,222 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $20.01 M | 2 % | 82,150 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $19.31 M | 2 % | 68,517 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $16.07 M | 2 % | 63,215 |
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