Nelson Capital Management, LLC — 13F holdings

Nelson Capital Management, LLC reported 120 holdings worth $912M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $321M (35.3%)
  2. VEA VANGUARD TAX-MANAGED FDS — $49.5M (5.4%)
  3. IGSB ISHARES TR — $40.7M (4.5%)
  4. XLK SELECT SECTOR SPDR TR — $38.2M (4.2%)
  5. GOOG ALPHABET INC — $27.0M (3.0%)
  6. AAPL APPLE INC — $26.9M (3.0%)
  7. MSFT MICROSOFT CORP — $26.0M (2.9%)
  8. SPTS SPDR SERIES TRUST — $25.1M (2.8%)
  9. XLI SELECT SECTOR SPDR TR — $23.0M (2.5%)
  10. VB VANGUARD INDEX FDS — $18.8M (2.1%)