Nelson Capital Management, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$839.7M
Holdings
108
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (108 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,599,289 | $298.4M | 35.53% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 633,099 | $37.9M | 4.52% | |
| 3 | MSFTMICROSOFT CORP | 70,084 | $36.3M | 4.32% | |
| 4 | IGSBISHARES TR | 574,360 | $30.5M | 3.63% | |
| 5 | AAPLAPPLE INC | 96,607 | $24.6M | 2.93% | |
| 6 | SPTSSPDR SERIES TRUST | 833,569 | $24.4M | 2.91% | |
| 7 | XLISELECT SECTOR SPDR TR | 131,222 | $20.2M | 2.41% | |
| 8 | GOOGALPHABET INC | 82,150 | $20.0M | 2.38% | |
| 9 | XLKSELECT SECTOR SPDR TR | 68,517 | $19.3M | 2.30% | |
| 10 | VBVANGUARD INDEX FDS | 63,215 | $16.1M | 1.91% | |
| 11 | JPMJPMORGAN CHASE & CO. | 43,991 | $13.9M | 1.65% | |
| 12 | AMZNAMAZON COM INC | 61,372 | $13.5M | 1.60% | |
| 13 | VPUVANGUARD WORLD FD | 60,518 | $11.5M | 1.36% | |
| 14 | VVISA INC | 30,807 | $10.5M | 1.25% | |
| 15 | SPYSPDR S&P 500 ETF TR | 15,576 | $10.4M | 1.24% | |
| 16 | AEMAGNICO EAGLE MINES LTD | 57,278 | $9.7M | 1.15% | |
| 17 | COSTCOSTCO WHSL CORP NEW | 10,127 | $9.4M | 1.12% | |
| 18 | IVVISHARES TR | 13,759 | $9.2M | 1.10% | |
| 19 | CSCOCISCO SYS INC | 133,680 | $9.1M | 1.09% | |
| 20 | EMXCISHARES INC | 133,594 | $9.0M | 1.07% | |
| 21 | VWOVANGUARD INTL EQUITY INDEX F | 156,370 | $8.5M | 1.01% | |
| 22 | QCOMQUALCOMM INC | 48,991 | $8.2M | 0.97% | |
| 23 | PGPROCTER AND GAMBLE CO | 48,673 | $7.5M | 0.89% | |
| 24 | TJXTJX COS INC NEW | 46,068 | $6.7M | 0.79% | |
| 25 | BKNGBOOKING HOLDINGS INC | 1,126 | $6.1M | 0.72% | |
| 26 | SYKSTRYKER CORPORATION | 16,320 | $6.0M | 0.72% | |
| 27 | XOMEXXON MOBIL CORP | 49,233 | $5.5M | 0.66% | |
| 28 | XCEMCOLUMBIA ETF TR II | 150,340 | $5.5M | 0.65% | |
| 29 | ABBVABBVIE INC | 23,413 | $5.4M | 0.65% | |
| 30 | IHAKISHARES TR | 92,827 | $4.9M | 0.58% | |
| 31 | SPGIS&P GLOBAL INC | 9,932 | $4.8M | 0.58% | |
| 32 | ROPROPER TECHNOLOGIES INC | 9,612 | $4.8M | 0.57% | |
| 33 | CVXCHEVRON CORP NEW | 29,154 | $4.5M | 0.54% | |
| 34 | XLFSELECT SECTOR SPDR TR | 82,616 | $4.5M | 0.53% | |
| 35 | XLRESELECT SECTOR SPDR TR | 101,783 | $4.3M | 0.51% | |
| 36 | LINLINDE PLC | 8,883 | $4.2M | 0.50% | |
| 37 | AMGNAMGEN INC | 14,915 | $4.2M | 0.50% | |
| 38 | AJGGALLAGHER ARTHUR J & CO | 13,343 | $4.1M | 0.49% | |
| 39 | DISDISNEY WALT CO | 35,362 | $4.0M | 0.48% | |
| 40 | XLCSELECT SECTOR SPDR TR | 32,693 | $3.9M | 0.46% | |
| 41 | HDHOME DEPOT INC | 9,285 | $3.8M | 0.45% | |
| 42 | SCHWSCHWAB CHARLES CORP | 39,009 | $3.7M | 0.44% | |
| 43 | LLYELI LILLY & CO | 4,697 | $3.6M | 0.43% | |
| 44 | TMOTHERMO FISHER SCIENTIFIC INC | 7,321 | $3.5M | 0.42% | |
| 45 | XLVSELECT SECTOR SPDR TR | 25,210 | $3.5M | 0.42% | |
| 46 | TELTE CONNECTIVITY PLC | 15,565 | $3.4M | 0.41% | |
| 47 | XLYSELECT SECTOR SPDR TR | 14,020 | $3.4M | 0.40% | |
| 48 | EMREMERSON ELEC CO | 25,548 | $3.4M | 0.40% | |
| 49 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,296 | $3.2M | 0.38% | |
| 50 | ISRGINTUITIVE SURGICAL INC | 6,903 | $3.1M | 0.37% | |
| 51 | SCHFSCHWAB STRATEGIC TR | 129,578 | $3.0M | 0.36% | |
| 52 | XYLXYLEM INC | 20,436 | $3.0M | 0.36% | |
| 53 | ORCLORACLE CORP | 10,453 | $2.9M | 0.35% | |
| 54 | CBCHUBB LIMITED | 10,202 | $2.9M | 0.34% | |
| 55 | GQ9SPDR GOLD TR | 7,658 | $2.7M | 0.32% | |
| 56 | MASMASCO CORP | 38,516 | $2.7M | 0.32% | |
| 57 | BACVERIZON COMMUNICATIONS INC | 61,486 | $2.7M | 0.32% | |
| 58 | BSXBOSTON SCIENTIFIC CORP | 25,924 | $2.5M | 0.30% | |
| 59 | SHELSHELL PLC | 35,037 | $2.5M | 0.30% | |
| 60 | ADBEADOBE INC | 6,953 | $2.5M | 0.29% | |
| 61 | KOCOCA COLA CO | 36,214 | $2.4M | 0.29% | |
| 62 | CMCSACOMCAST CORP NEW | 70,091 | $2.2M | 0.26% | |
| 63 | XLFISELECT SECTOR SPDR TR | 27,946 | $2.2M | 0.26% | |
| 64 | JEPIJ P MORGAN EXCHANGE TRADED F | 36,801 | $2.1M | 0.25% | |
| 65 | CRMSALESFORCE INC | 8,715 | $2.1M | 0.25% | |
| 66 | XLESELECT SECTOR SPDR TR | 18,676 | $1.7M | 0.20% | |
| 67 | METAMETA PLATFORMS INC | 1,852 | $1.4M | 0.16% | |
| 68 | GOOGLALPHABET INC | 5,585 | $1.4M | 0.16% | |
| 69 | TPLTEXAS PACIFIC LAND CORPORATI | 1,301 | $1.2M | 0.14% | |
| 70 | XLBSELECT SECTOR SPDR TR | 13,462 | $1.2M | 0.14% | |
| 71 | IJRISHARES TR | 9,785 | $1.2M | 0.14% | |
| 72 | INTUINTUIT | 1,667 | $1.1M | 0.14% | |
| 73 | JPSTJ P MORGAN EXCHANGE TRADED F | 22,112 | $1.1M | 0.13% | |
| 74 | NDQINVESCO QQQ TR | 1,698 | $1.0M | 0.12% | |
| 75 | JNJJOHNSON & JOHNSON | 5,322 | $986K | 0.12% | |
| 76 | VUGVANGUARD INDEX FDS | 1,533 | $735K | 0.09% | |
| 77 | PFFDGLOBAL X FDS | 31,091 | $604K | 0.07% | |
| 78 | PSTGPURE STORAGE INC | 6,986 | $585K | 0.07% | |
| 79 | SCHOSCHWAB STRATEGIC TR | 23,851 | $581K | 0.07% | |
| 80 | ABNBAIRBNB INC | 4,613 | $560K | 0.07% | |
| 81 | ABTABBOTT LABS | 4,135 | $553K | 0.07% | |
| 82 | LRCXLAM RESEARCH CORP | 3,990 | $534K | 0.06% | |
| 83 | PANWPALO ALTO NETWORKS INC | 2,598 | $529K | 0.06% | |
| 84 | VOOVANGUARD INDEX FDS | 862 | $528K | 0.06% | |
| 85 | WMTWALMART INC | 5,093 | $524K | 0.06% | |
| 86 | DHSWISDOMTREE TR | 4,945 | $498K | 0.06% | |
| 87 | AVGOBROADCOM INC | 1,507 | $497K | 0.06% | |
| 88 | NUENUCOR CORP | 3,132 | $424K | 0.05% | |
| 89 | IBMINTERNATIONAL BUSINESS MACHS | 1,478 | $417K | 0.05% | |
| 90 | IWOISHARES TR | 1,250 | $400K | 0.05% | |
| 91 | MRKMERCK & CO INC | 4,658 | $390K | 0.05% | |
| 92 | NVRIENVIRI CORP | 28,825 | $365K | 0.04% | |
| 93 | VONGVANGUARD SCOTTSDALE FDS | 2,951 | $355K | 0.04% | |
| 94 | MCDMCDONALDS CORP | 1,150 | $349K | 0.04% | |
| 95 | GSGOLDMAN SACHS GROUP INC | 437 | $348K | 0.04% | |
| 96 | NEMNEWMONT CORP | 3,949 | $332K | 0.04% | |
| 97 | IJHISHARES TR | 5,005 | $326K | 0.04% | |
| 98 | TSLATESLA INC | 696 | $309K | 0.04% | |
| 99 | PHPARKER-HANNIFIN CORP | 385 | $291K | 0.03% | |
| 100 | DELLDELL TECHNOLOGIES INC | 2,043 | $289K | 0.03% |
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