Nelson Capital Management, LLC

Q3 2025 13F Holdings

  • Location
    menlo park, CA
  • Num holdings

    108

  • Value ($000)

    $839,746

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001512611
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$298.40M
36 %

1,599,289

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$37.94M
5 %

633,099

M
MSFT

MICROSOFT CORP

COM
594918104
$36.30M
4 %

70,084

I
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$30.46M
4 %

574,360

A
AAPL

APPLE INC

COM
037833100
$24.60M
3 %

96,607

K
KRE

SPDR SERIES TRUST

PORTFOLIO SH TSR
78468R101
$24.44M
3 %

833,569

X
XLI

SELECT SECTOR SPDR TR

INDL
81369Y704
$20.24M
2 %

131,222

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$20.01M
2 %

82,150

X
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$19.31M
2 %

68,517

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$16.07M
2 %

63,215

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