Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio Holdings

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.94 Billion
  • Q3 2025

Nelson, Van Denburg & Campbell Wealth Management Group, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.94 Billion distributed in 711 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $211M, Ishares Core Dividend Growth E with a value of $121M, Vanguard Mid Cap Growth Index with a value of $101M, Vanguard Mid Cap Value Index F with a value of $93.8M, and Ishares Core S&P 500 ETF with a value of $75.4M.

Examining the 13F form we can see an increase of $198M in the current position value, from $2.75B to 2.94B.

Nelson, Van Denburg & Campbell Wealth Management Group, LLC is based out at Omaha, NE

Below you can find more details about Nelson, Van Denburg & Campbell Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.94 Billion
ETFs: $2.21 Billion
Technology: $211 Million
Financial Services: $147 Million
Healthcare: $64 Million
Industrials: $63.9 Million
Consumer Cyclical: $61.8 Million
Communication Services: $60.6 Million
Consumer Defensive: $30.3 Million
Other: $45.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$211 Million 7.18% of portfolio
440,664
Q3 2025 Reduced 1.44%
$0
$121 Million 4.1% of portfolio
1,771,788
Q3 2025 Reduced 0.64%
$0
$101 Million 3.43% of portfolio
343,591
Q3 2025 Reduced 3.56%
$0
$93.8 Million 3.19% of portfolio
537,558
Q3 2025 Reduced 0.69%
$0
$75.4 Million 2.56% of portfolio
112,633
Q3 2025 Reduced 5.76%
$0
$73.6 Million 2.5% of portfolio
1,067,427
Q3 2025 Added 0.54%
$662B
$56.2 Million 1.91% of portfolio
111,798
Q3 2025 Reduced 8.63%
$0
$52.6 Million 1.79% of portfolio
635,258
Q3 2025 Added 0.0%
$0
$49.3 Million 1.67% of portfolio
2,620,949
Q3 2025 Added 1.12%
$0
$48.5 Million 1.65% of portfolio
2,462,433
Q3 2025 Added 1.48%
$4.38T
$48.5 Million 1.65% of portfolio
190,391
Q3 2025 Added 0.78%
$474B
$48.3 Million 1.64% of portfolio
258,892
Q3 2025 Added 0.27%
$0
$45.2 Million 1.53% of portfolio
73,761
Q3 2025 Added 5.15%
$0
$44.1 Million 1.5% of portfolio
2,641,190
Q3 2025 Added 3.26%
$0
$39.7 Million 1.35% of portfolio
133,310
Q3 2025 Reduced 1.87%
$0
$38 Million 1.29% of portfolio
203,669
Q3 2025 Reduced 0.15%
$0
$36.5 Million 1.24% of portfolio
660,474
Q3 2025 Added 6.64%
$0
$36.4 Million 1.23% of portfolio
606,716
Q3 2025 Added 2.78%
$0
$35 Million 1.19% of portfolio
470,476
Q3 2025 Added 4.51%
$0
$31.8 Million 1.08% of portfolio
515,564
Q3 2025 Reduced 1.06%
$0
$31.5 Million 1.07% of portfolio
402,867
Q3 2025 Added 3.47%
$0
$30.1 Million 1.02% of portfolio
302,838
Q3 2025 Reduced 7.8%
$0
$29.4 Million 1.0% of portfolio
44,066
Q3 2025 Added 4.73%
$0
$28.6 Million 0.97% of portfolio
400,144
Q3 2025 Reduced 1.04%
$3.8T
$28.6 Million 0.97% of portfolio
55,261
Q3 2025 Reduced 3.79%
$0
$27.5 Million 0.93% of portfolio
348,052
Q3 2025 Added 3.53%
$0
$26.9 Million 0.92% of portfolio
66,946
Q3 2025 Reduced 4.13%
$0
$26.9 Million 0.91% of portfolio
222,844
Q3 2025 Added 0.53%
$0
$25.9 Million 0.88% of portfolio
243,034
Q3 2025 Reduced 2.39%
$0
$24.1 Million 0.82% of portfolio
519,418
Q3 2025 Added 4.6%
$0
$23.7 Million 0.81% of portfolio
282,022
Q3 2025 Reduced 3.48%
$0
$23.7 Million 0.8% of portfolio
167,803
Q3 2025 Reduced 15.61%
$0
$22.7 Million 0.77% of portfolio
840,640
Q3 2025 Added 4.87%
$0
$22.4 Million 0.76% of portfolio
162,299
Q3 2025 Added 19.75%
$0
$22 Million 0.75% of portfolio
900,525
Q3 2025 Added 4.23%
$0
$21.9 Million 0.74% of portfolio
443,027
Q3 2025 Added 3.77%
$0
$21.8 Million 0.74% of portfolio
848,270
Q3 2025 Added 0.5%
$0
$19.5 Million 0.66% of portfolio
93,655
Q3 2025 Added 0.84%
$2.39T
$19 Million 0.65% of portfolio
86,729
Q3 2025 Reduced 1.54%
$0
$18 Million 0.61% of portfolio
332,804
Q3 2025 Added 1.86%
$1.37T
$15.3 Million 0.52% of portfolio
20,835
Q3 2025 Reduced 1.01%
$601B
$14.9 Million 0.51% of portfolio
52,944
Q3 2025 Reduced 1.31%
$0
$14.5 Million 0.49% of portfolio
49,496
Q3 2025 Added 16.12%
$0
$14.1 Million 0.48% of portfolio
57,239
Q3 2025 Reduced 0.66%
$0
$14.2 Million 0.48% of portfolio
248,611
Q3 2025 Added 11.65%
$0
$14 Million 0.48% of portfolio
139,328
Q3 2025 Added 11.57%
$1.65T
$14.2 Million 0.48% of portfolio
58,457
Q3 2025 Added 1.5%
$0
$13.4 Million 0.45% of portfolio
424,171
Q3 2025 Added 729.87%
$0
$12.7 Million 0.43% of portfolio
38,786
Q3 2025 Reduced 1.72%

Summary

  • Portfolio
  • No. of Stocks 711
  • Current Value $2.94 Billion
  • Prior Value $2.75 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 59 stocks
  • Additional Purchases 343 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 256 stocks
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