Nelson Capital Management
Nelson Capital Management reported 120 stocks worth $912M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are NVDA (35.3%), VEA (5.4%) and IGSB (4.5%). Compared with Q1 2026, the fund opened new positions in PEN, INTC and ETN, added to VEA, IGSB and XLK, trimmed NVDA, GOOG and AAPL and sold out of BSX, NVRI and VZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $321M | 35.3% | 1.6M | −24K (−1%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $49.5M | 5.4% | 694K | +8,469 (+1%) | 8 of 8 | |
| 3 |  IGSB Ishares TR | $40.7M | 4.5% | 776K | +52K (+7%) | 8 of 8 | |
| 4 |  XLK Select Sector Spdr TR | $38.2M | 4.2% | 201K | +3,122 (+2%) | 8 of 8 | |
| 5 |  GOOG Alphabet Inc | $27M | 3.0% | 76K | −1,335 (−2%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $26.9M | 3.0% | 93K | −1,135 (−1%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $26M | 2.9% | 70K | No change | 8 of 8 | |
| 8 |  SPTS Spdr Series Trust | $25.1M | 2.8% | 865K | −16K (−2%) | 8 of 8 | |
| 9 |  XLI Select Sector Spdr TR | $23M | 2.5% | 124K | −1,179 (−1%) | 8 of 8 | |
| 10 |  VB Vanguard Index Fds | $18.8M | 2.1% | 62K | −734 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Nelson Capital Management 13F FAQ
What does Nelson Capital Management own?
Nelson Capital Management reported 120 stocks worth $912M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are NVDA (35.3%), VEA (5.4%) and IGSB (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Nelson Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 16 new positions, 36 added to, 44 trimmed and 4 sold out. New positions include PEN, INTC and ETN. It sold all of BSX, NVRI and VZ.
When will Nelson Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Nelson Capital Management's portfolio worth?
The Q2 2026 filing reports $912M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.