Nelson Capital Management, LLC - Portfolio overview
Nelson Capital Management, LLC has 113 reported holdings in this dataset, with the latest filing dated 2026-05-07.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- NVDA - NVIDIA CORPORATION, 34.33%
- VEA - VANGUARD TAX-MANAGED FDS, 5.31%
- IGSB - ISHARES TR, 4.60%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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