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
$270,000 0.01% of portfolio
5,335
Q1 2025 Added 58.78%
$0
$281,000 0.01% of portfolio
3,029
Q3 2025 New
$64.5B
$305,000 0.01% of portfolio
943
Q3 2025 Added 2.72%
Zacks Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.54%
$14.5B
$143,000 0.0% of portfolio
54,437
Q3 2025 Added 1.15%
Ftai Aviation LTD
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.63%
Astera Labs Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
American Centy ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 7.07%
Barrick Mng Corp
-
$0 0.0% of portfolio
-
Q3 2025 New
Sharkninja Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.2%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Bitwise Bitcoin ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 25.23%
Bitmine Immersion Tecnologie
-
$0 0.0% of portfolio
-
Q3 2025 New
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 48.49%
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 46.95%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.53%
Brookfield Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 12.84%
$326M
$53,000 0.0% of portfolio
10,175
Q2 2024 Reduced 0.19%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 55.79%
-
$0 0.0% of portfolio
-
Q3 2025 New
Spinnaker ETF Series
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 5.79%
-
$0 0.0% of portfolio
-
Q4 2021 New
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 39.34%
-
$0 0.0% of portfolio
-
Q3 2025 Added 15.25%
$0
$128,000 0.0% of portfolio
10,293
Q3 2025 New
Global X Fds
-
$0 0.0% of portfolio
-
Q3 2025 New
Ishares Ethereum Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 8.28%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.81%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.15%
Rocket Lab Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 57.27%
Rb Global Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.54%
$4.35M
$131,000 0.0% of portfolio
100,000
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 4.01%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q3 2025 New
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.52%
$3.2B
$102,000 0.0% of portfolio
19,550
Q2 2025 New
Kenvue Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.5%
Talen Energy Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 33.86%
$284M
$104,000 0.0% of portfolio
23,368
Q3 2025 Reduced 0.06%
$37.7B
$54,000 0.0% of portfolio
11,305
Q3 2025 Reduced 12.39%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 68.37%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q1 2025 Added 23.75%
Dave Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.38%
Core Natural Resources Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 14.13%
Core Scientific Inc New
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.62%
Coherent Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 20.38%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 44.31%
Vanguard Wellington Fd
-
$0 0.0% of portfolio
-
Q3 2025 Added 38.25%

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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