Nelson Capital Management, LLC
CIK: 0001512611SEC EDGAR →
Portfolio Value
$810K
Holdings
107
As of
Q4 2025
New Positions
9
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 1,600,451 | $298K | 36.79% |
| 2 | VANGUARD TAX-MANAGED FDS | 643,177 | $40K | 4.94% |
| 3 | ISHARES TR | 660,602 | $34K | 4.20% |
| 4 | MICROSOFT CORP | 68,627 | $33K | 4.07% |
| 5 | APPLE INC | 95,940 | $26K | 3.21% |
| 6 | SPDR SERIES TRUST | 865,293 | $25K | 3.09% |
| 7 | ALPHABET INC | 79,214 | $24K | 2.96% |
| 8 | SELECT SECTOR SPDR TR | 163,088 | $23K | 2.84% |
| 9 | SELECT SECTOR SPDR TR | 129,065 | $20K | 2.47% |
| 10 | VANGUARD INDEX FDS | 62,859 | $16K | 1.98% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 16 | $383K | 47.3% |
| Financial Services | 43 | $279K | 34.4% |
| Communication Services | 5 | $32K | 4.0% |
| Healthcare | 12 | $29K | 3.6% |
| Consumer Cyclical | 7 | $28K | 3.5% |
| Consumer Defensive | 4 | $16K | 2.0% |
| Basic Materials | 4 | $12K | 1.5% |
| Energy | 4 | $12K | 1.5% |
| Industrials | 7 | $11K | 1.4% |
| Unknown | 5 | $8K | 1.0% |