13F Insight
DOSSIER · 13F-HR · Q1 2026

Nelson Capital Management, LLC

Nelson's hedge fund based in Boston, MA — $819M in tracked AUM across 108 positions as of Q1 2026.

N
Nelson·Boston, MA·Hedge Fund
CIK 0001512611 · last filed Mar 31, 2026
Total AUM
$819M
▲ 6.6%
vs prior
Holdings
108
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Financials
27% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Nelson Capital Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$284M1.6M34.7%
02
VEA
VANGUARD TAX-MANAGED FDS
$44M686K5.4%
03
IGSB
ISHARES TR
$38M725K4.7%
04
XLK
SELECT SECTOR SPDR TR
$26M198K3.2%
05
MSFT
MICROSOFT CORP
$26M70K3.1%
06
SPTS
SPDR SERIES TRUST
$26M880K3.1%
07
AAPL
APPLE INC
$24M94K2.9%
08
GOOG
ALPHABET INC
$22M78K2.7%
09
XLI
SELECT SECTOR SPDR TR
$20M126K2.5%
10
VB
VANGUARD INDEX FDS
$16M63K2.0%

Filing history

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