Nelson Capital Management, LLC Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$854.0M

Holdings

107

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (107 positions)

#StockSharesValue% PortfolioType
101
VOOVANGUARD INDEX FDS
782$00.00%
102
SCHOSCHWAB STRATEGIC TR
22,872$00.00%
103
CATCATERPILLAR INC
538$00.00%
104
NDQINVESCO QQQ TR
1,627$00.00%
105
GSGOLDMAN SACHS GROUP INC
437$00.00%
106
IWMISHARES TR
830$00.00%
107
PFFDGLOBAL X FDS
28,442$00.00%
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