Nelson Capital Management, LLC
CIK 0001512611 · MENLO PARK, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$911.6M
2026 Q2
Positions
120
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA CORPORATION
35.3%
VEA
VANGUARD TAX-MANAGED FDS
5.4%
IGSB
ISHARES TR
4.5%
XLK
SELECT SECTOR SPDR TR
4.2%
GOOG
ALPHABET INC
3.0%
AAPL
APPLE INC
3.0%
MSFT
MICROSOFT CORP
2.9%
SPTS
SPDR SERIES TRUST
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.