Nelson Capital Management, LLC
Q2 2025 13F Holdings
- Locationmenlo park, CA
- Num holdings
101
- Value ($000)
$756,486
- Date Filed07/23/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $255.60M | 34 % | 1,617,833 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $35.65M | 5 % | 71,665 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $35.41M | 5 % | 621,136 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $27.83M | 4 % | 527,436 | ||
KRE SPDR SERIES TRUST | PORTFOLIO SH TSR | 78468R101 | $23.54M | 3 % | 803,640 | ||
AAPL APPLE INC | COM | 037833100 | $20.29M | 3 % | 98,905 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $19.43M | 3 % | 131,700 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $16.48M | 2 % | 65,072 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $15.00M | 2 % | 63,293 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $14.93M | 2 % | 84,176 |
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