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Nelson Capital Management, LLC - Portfolio Stock Holdings

Nelson Capital Management, LLC disclosed 123 stock positions in a recent SEC 13F filing. $911,582,056 of stock holdings were filed, with the largest holdings including NVDA, VEA, and IGSB. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $810,783,772 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

123

Est. Stock Holding Value:

$911,582,056

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Nelson Capital Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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