Institutional Manager · CIK 0001599868
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
OMAHA, NE · File #028-15984
Latest AUM
$3.21B
Positions
739
Top-10 Concentration
44.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025739 pos · $3.21B
- 13F HOLDINGS REPORTQ/E Sep 2025711 pos · $3.10B
- 13F HOLDINGS REPORTQ/E Jun 2025683 pos · $2.89B
- 13F HOLDINGS REPORTQ/E Mar 2025736 pos · $2.63B
- 13F HOLDINGS REPORTQ/E Dec 20242,583 pos · $2.73B
- 13F HOLDINGS REPORTQ/E Sep 20243,970 pos · $3.47B
- 13F HOLDINGS REPORTQ/E Jun 20242,384 pos · $2.33B
- 13F HOLDINGS REPORTQ/E Mar 20243,967 pos · $2.15B
- 13F HOLDINGS REPORTQ/E Dec 20231,714 pos · $1.48B
- 13F HOLDINGS REPORTQ/E Sep 20231,681 pos · $1.54B
- 13F HOLDINGS REPORTQ/E Jun 20231,743 pos · $1.46B
- 13F HOLDINGS REPORTQ/E Mar 20231,389 pos · $1.33B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 447,284 | $218.2M | 10.65% |
| 2 | ISHARES TR | 46434V621 | 1,907,665 | $132.4M | 6.47% |
| 3 | VANGUARD INDEX FDS | 922908538 | 349,157 | $97.4M | 4.76% |
| 4 | VANGUARD INDEX FDS | 922908512 | 540,826 | $95.9M | 4.68% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46654Q609 | 807,865 | $75.0M | 3.66% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q167 | 1,020,642 | $73.2M | 3.57% |
| 7 | ISHARES TR | 464287200 | 91,731 | $62.8M | 3.07% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 108,824 | $54.7M | 2.67% |
| 9 | ISHARES TR | 464288307 | 625,720 | $50.0M | 2.44% |
| 10 | APPLE INC | AAPL | 182,302 | $49.5M | 2.42% |
| 11 | INVESCO EXCH TRD SLF IDX FD | IVZ | 2,615,214 | $49.3M | 2.40% |
| 12 | INVESCO EXCH TRD SLF IDX FD | IVZ | 2,377,359 | $46.9M | 2.29% |
| 13 | NVIDIA CORPORATION | NVDA | 248,906 | $46.4M | 2.27% |
| 14 | VANGUARD INDEX FDS | 922908363 | 73,251 | $45.9M | 2.24% |
| 15 | INVESCO EXCH TRD SLF IDX FD | IVZ | 2,714,473 | $45.3M | 2.21% |
| 16 | VANGUARD INDEX FDS | 922908595 | 133,093 | $40.2M | 1.96% |
| 17 | VANGUARD INDEX FDS | 922908751 | 153,865 | $39.7M | 1.94% |
| 18 | SPDR SERIES TRUST | 78464A508 | 689,717 | $39.2M | 1.91% |
| 19 | VANGUARD INDEX FDS | 922908744 | 202,237 | $38.6M | 1.89% |
| 20 | VANGUARD TAX-MANAGED FDS | 921943858 | 619,257 | $38.6M | 1.88% |