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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.28 Million 0.04% of portfolio
112,192
Q3 2025 Added 6.51%
$0
$867,000 0.03% of portfolio
86,691
Q3 2025 Reduced 20.86%
$0
$1.03 Million 0.03% of portfolio
87,755
Q2 2025 Reduced 0.76%
$0
$477,000 0.02% of portfolio
33,070
Q3 2025 Reduced 2.13%
$0
$688,000 0.02% of portfolio
55,236
Q2 2025 Reduced 4.79%
$0
$216,000 0.01% of portfolio
5,031
Q3 2025 New
$0
$236,000 0.01% of portfolio
7,981
Q3 2025 New
$0
$350,000 0.01% of portfolio
15,600
Q3 2025 Added 2.28%
$0
$171,000 0.01% of portfolio
16,708
Q3 2025 Added 2.68%
$0
$148,000 0.01% of portfolio
16,066
Q2 2025 Reduced 14.96%
$0
$257,000 0.01% of portfolio
17,800
Q2 2025 Reduced 31.75%
$0
$165,000 0.01% of portfolio
12,762
Q3 2025 Added 9.37%
$0
$288,000 0.01% of portfolio
45,577
Q1 2025 Reduced 11.63%
$0
$128,000 0.0% of portfolio
10,293
Q3 2025 New
$4.35M
$131,000 0.0% of portfolio
100,000
Q3 2025 New

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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