13F Insight
DOSSIER · 13F-HR · Q2 2026

Nelson Capital Management, LLC

$912M in tracked AUM across 120 positions as of Q2 2026.

NC
CIK 0001512611 · last filed Jun 30, 2026
Total AUM
$912M
as of Q2 2026
Holdings
120
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Nelson Capital Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$321M1.6M35.3%02
VEA
VANGUARD TAX-MANAGED FDS
$49M694K5.4%03
IGSB
ISHARES TR
$41M776K4.5%04
XLK
SELECT SECTOR SPDR TR
$38M201K4.2%05
GOOG
ALPHABET INC
$27M76K3.0%06
AAPL
APPLE INC
$27M93K3.0%07
MSFT
MICROSOFT CORP
$26M70K2.9%08
SPTS
SPDR SERIES TRUST
$25M865K2.8%09
XLI
SELECT SECTOR SPDR TR
$23M124K2.5%10
VB
VANGUARD INDEX FDS
$19M62K2.1%

Filing history

2026Q2Jun 30
$912M▲ 11.3%
120 positionsView →2026Q1Mar 31
$819M▼ 4.1%
108 positionsView →2025Q4Dec 31
$855M▲ 1.8%
107 positionsView →2025Q3Sep 30
$840M▲ 11.0%
108 positionsView →2025Q2Jun 30
$756M▲ 30.7%
101 positionsLocked2025Q1Mar 31
$579M▼ 4.3%
101 positionsLocked2024Q4Dec 31
$605M▲ 1.8%
108 positionsLocked2024Q3Sep 30
$594M▲ 5.4%
110 positionsLocked2024Q2Jun 30
$564M▲ 7.7%
105 positionsLocked2024Q1Mar 31
$523M▲ 17.0%
103 positionsLocked2023Q4Dec 31
$447M▲ 9.6%
94 positionsLocked2023Q3Sep 30
$408M▲ 5.3%
91 positionsLocked
Showing 12 of 58