Nelson Capital Management, LLC Portfolio Holdings
Nelson Capital Management, LLC
- $831 Million
- Q3 2025
Nelson Capital Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $831 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $298M, Vanguard Ftse Developed Market with a value of $37.9M, Microsoft Corp with a value of $36.3M, Ishares Trust Ishares 1 5 Year with a value of $30.5M, and Apple Inc. with a value of $24.6M.
Examining the 13F form we can see an increase of $82M in the current position value, from $749M to 831M.
Below you can find more details about Nelson Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$831 Million
Technology: $388 Million
ETFs: $247 Million
Financial Services: $43.5 Million
Communication Services: $31.7 Million
Consumer Cyclical: $31.2 Million
Healthcare: $30.5 Million
Consumer Defensive: $20.1 Million
Industrials: $15 Million
Other: $24.2 Million