13F HOLDINGS REPORT
Nelson Capital Management, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001512611-25-000003
Total Value
$839.7M
Positions
108
Other Managers
0
Confidential Omitted
No
Holdings (108)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,599,289 | $298.4M | 35.53% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 633,099 | $37.9M | 4.52% |
| 3 | MICROSOFT CORP | MSFT | 70,084 | $36.3M | 4.32% |
| 4 | ISHARES TR | 464288646 | 574,360 | $30.5M | 3.63% |
| 5 | APPLE INC | AAPL | 96,607 | $24.6M | 2.93% |
| 6 | SPDR SERIES TRUST | 78468R101 | 833,569 | $24.4M | 2.91% |
| 7 | SELECT SECTOR SPDR TR | 81369Y704 | 131,222 | $20.2M | 2.41% |
| 8 | ALPHABET INC | GOOG | 82,150 | $20.0M | 2.38% |
| 9 | SELECT SECTOR SPDR TR | 81369Y803 | 68,517 | $19.3M | 2.30% |
| 10 | VANGUARD INDEX FDS | 922908751 | 63,215 | $16.1M | 1.91% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 43,991 | $13.9M | 1.65% |
| 12 | AMAZON COM INC | AMZN | 61,372 | $13.5M | 1.60% |
| 13 | VANGUARD WORLD FD | 92204A876 | 60,518 | $11.5M | 1.37% |
| 14 | VISA INC | V | 30,807 | $10.5M | 1.25% |
| 15 | SPDR S&P 500 ETF TR | SPY | 15,576 | $10.4M | 1.24% |
| 16 | AGNICO EAGLE MINES LTD | AEM | 57,278 | $9.7M | 1.15% |
| 17 | COSTCO WHSL CORP NEW | 22160K105 | 10,127 | $9.4M | 1.12% |
| 18 | ISHARES TR | 464287200 | 13,759 | $9.2M | 1.10% |
| 19 | CISCO SYS INC | CSCO | 133,680 | $9.1M | 1.09% |
| 20 | ISHARES INC | 46434G764 | 133,594 | $9.0M | 1.07% |
| 21 | VANGUARD INTL EQUITY INDEX F | 922042858 | 156,370 | $8.5M | 1.01% |
| 22 | QUALCOMM INC | QCOM | 48,991 | $8.2M | 0.97% |
| 23 | PROCTER AND GAMBLE CO | 742718109 | 48,673 | $7.5M | 0.89% |
| 24 | TJX COS INC NEW | 872540109 | 46,068 | $6.7M | 0.79% |
| 25 | BOOKING HOLDINGS INC | BKNG | 1,126 | $6.1M | 0.72% |
| 26 | STRYKER CORPORATION | SYK | 16,320 | $6.0M | 0.72% |
| 27 | EXXON MOBIL CORP | XOM | 49,233 | $5.6M | 0.66% |
| 28 | COLUMBIA ETF TR II | 19762B202 | 150,340 | $5.5M | 0.65% |
| 29 | ABBVIE INC | ABBV | 23,413 | $5.4M | 0.65% |
| 30 | ISHARES TR | 46435U135 | 92,827 | $4.9M | 0.58% |
| 31 | S&P GLOBAL INC | SPGI | 9,932 | $4.8M | 0.58% |
| 32 | ROPER TECHNOLOGIES INC | ROP | 9,612 | $4.8M | 0.57% |
| 33 | CHEVRON CORP NEW | CVX | 29,154 | $4.5M | 0.54% |
| 34 | SELECT SECTOR SPDR TR | 81369Y605 | 82,616 | $4.5M | 0.53% |
| 35 | SELECT SECTOR SPDR TR | 81369Y860 | 101,783 | $4.3M | 0.51% |
| 36 | LINDE PLC | LIN | 8,883 | $4.2M | 0.50% |
| 37 | AMGEN INC | AMGN | 14,915 | $4.2M | 0.50% |
| 38 | GALLAGHER ARTHUR J & CO | 363576109 | 13,343 | $4.1M | 0.49% |
| 39 | DISNEY WALT CO | 254687106 | 35,362 | $4.0M | 0.48% |
| 40 | SELECT SECTOR SPDR TR | 81369Y852 | 32,693 | $3.9M | 0.46% |
| 41 | HOME DEPOT INC | HD | 9,285 | $3.8M | 0.45% |
| 42 | SCHWAB CHARLES CORP | SCHW-PJ | 39,009 | $3.7M | 0.44% |
| 43 | ELI LILLY & CO | LLY | 4,697 | $3.6M | 0.43% |
| 44 | THERMO FISHER SCIENTIFIC INC | TMO | 7,321 | $3.6M | 0.42% |
| 45 | SELECT SECTOR SPDR TR | 81369Y209 | 25,210 | $3.5M | 0.42% |
| 46 | TE CONNECTIVITY PLC | TEL | 15,565 | $3.4M | 0.41% |
| 47 | SELECT SECTOR SPDR TR | 81369Y407 | 14,020 | $3.4M | 0.40% |
| 48 | EMERSON ELEC CO | EMR | 25,548 | $3.4M | 0.40% |
| 49 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,296 | $3.2M | 0.38% |
| 50 | INTUITIVE SURGICAL INC | ISRG | 6,903 | $3.1M | 0.37% |
| 51 | SCHWAB STRATEGIC TR | 808524805 | 129,578 | $3.0M | 0.36% |
| 52 | XYLEM INC | XYL | 20,436 | $3.0M | 0.36% |
| 53 | ORACLE CORP | ORCL-PD | 10,453 | $2.9M | 0.35% |
| 54 | CHUBB LIMITED | CB | 10,202 | $2.9M | 0.34% |
| 55 | SPDR GOLD TR | GLD | 7,658 | $2.7M | 0.32% |
| 56 | MASCO CORP | MAS | 38,516 | $2.7M | 0.32% |
| 57 | VERIZON COMMUNICATIONS INC | VZ | 61,486 | $2.7M | 0.32% |
| 58 | BOSTON SCIENTIFIC CORP | BSX | 25,924 | $2.5M | 0.30% |
| 59 | SHELL PLC | RYDAF | 35,037 | $2.5M | 0.30% |
| 60 | ADOBE INC | ADBE | 6,953 | $2.5M | 0.29% |
| 61 | COCA COLA CO | KO | 36,214 | $2.4M | 0.29% |
| 62 | COMCAST CORP NEW | CCZ | 70,091 | $2.2M | 0.26% |
| 63 | SELECT SECTOR SPDR TR | 81369Y308 | 27,946 | $2.2M | 0.26% |
| 64 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 36,801 | $2.1M | 0.25% |
| 65 | SALESFORCE INC | CRM | 8,715 | $2.1M | 0.25% |
| 66 | SELECT SECTOR SPDR TR | 81369Y506 | 18,676 | $1.7M | 0.20% |
| 67 | META PLATFORMS INC | META | 1,852 | $1.4M | 0.16% |
| 68 | ALPHABET INC | GOOG | 5,585 | $1.4M | 0.16% |
| 69 | TEXAS PACIFIC LAND CORPORATI | TPL | 1,301 | $1.2M | 0.14% |
| 70 | SELECT SECTOR SPDR TR | 81369Y100 | 13,462 | $1.2M | 0.14% |
| 71 | ISHARES TR | 464287804 | 9,785 | $1.2M | 0.14% |
| 72 | INTUIT | INTU | 1,667 | $1.1M | 0.14% |
| 73 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 22,112 | $1.1M | 0.13% |
| 74 | INVESCO QQQ TR | IVZ | 1,698 | $1.0M | 0.12% |
| 75 | JOHNSON & JOHNSON | JNJ | 5,322 | $986,806 | 0.12% |
| 76 | VANGUARD INDEX FDS | 922908736 | 1,533 | $735,243 | 0.09% |
| 77 | GLOBAL X FDS | 37954Y657 | 31,091 | $604,099 | 0.07% |
| 78 | PURE STORAGE INC | 74624M102 | 6,986 | $585,497 | 0.07% |
| 79 | SCHWAB STRATEGIC TR | 808524862 | 23,851 | $581,965 | 0.07% |
| 80 | AIRBNB INC | ABNB | 4,613 | $560,111 | 0.07% |
| 81 | ABBOTT LABS | ABLZF | 4,135 | $553,842 | 0.07% |
| 82 | LAM RESEARCH CORP | LRCX | 3,990 | $534,261 | 0.06% |
| 83 | PALO ALTO NETWORKS INC | PANW | 2,598 | $529,005 | 0.06% |
| 84 | VANGUARD INDEX FDS | 922908363 | 862 | $528,053 | 0.06% |
| 85 | WALMART INC | WMT | 5,093 | $524,885 | 0.06% |
| 86 | WISDOMTREE TR | WT | 4,945 | $498,209 | 0.06% |
| 87 | BROADCOM INC | AVGO | 1,507 | $497,175 | 0.06% |
| 88 | NUCOR CORP | NUE | 3,132 | $424,167 | 0.05% |
| 89 | INTERNATIONAL BUSINESS MACHS | INTR | 1,478 | $417,033 | 0.05% |
| 90 | ISHARES TR | 464287648 | 1,250 | $400,050 | 0.05% |
| 91 | MERCK & CO INC | MRK | 4,658 | $390,946 | 0.05% |
| 92 | ENVIRI CORP | NVRI | 28,825 | $365,790 | 0.04% |
| 93 | VANGUARD SCOTTSDALE FDS | 92206C680 | 2,951 | $355,596 | 0.04% |
| 94 | MCDONALDS CORP | MCD | 1,150 | $349,474 | 0.04% |
| 95 | GOLDMAN SACHS GROUP INC | GSCE | 437 | $348,005 | 0.04% |
| 96 | NEWMONT CORP | NEMCL | 3,949 | $332,941 | 0.04% |
| 97 | ISHARES TR | 464287507 | 5,005 | $326,627 | 0.04% |
| 98 | TESLA INC | TSLA | 696 | $309,526 | 0.04% |
| 99 | PARKER-HANNIFIN CORP | PH | 385 | $291,888 | 0.03% |
| 100 | DELL TECHNOLOGIES INC | DELL | 2,043 | $289,637 | 0.03% |
| 101 | PHILIP MORRIS INTL INC | 718172109 | 1,710 | $277,362 | 0.03% |
| 102 | ISHARES TR | 464288224 | 16,490 | $255,266 | 0.03% |
| 103 | CATERPILLAR INC | CAT | 501 | $239,053 | 0.03% |
| 104 | NORFOLK SOUTHN CORP | 655844108 | 747 | $224,407 | 0.03% |
| 105 | BLACKROCK INC | BLK | 184 | $214,521 | 0.03% |
| 106 | CSX CORP | CSX | 5,898 | $209,438 | 0.02% |
| 107 | ISHARES TR | 464287655 | 830 | $200,827 | 0.02% |
| 108 | CARIBOU BIOSCIENCES INC | CRBU | 85,020 | $198,097 | 0.02% |