Nelson Capital Management, LLC Top Holdings and 13F Report (2026) About Nelson Capital Management, LLCInvestment ActivityNelson Capital Management, LLC has $974.06 million in total holdings as of September 30, 2026.Nelson Capital Management, LLC owns shares of 117 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 2.77% of the portfolio was purchased this quarter.About 1.98% of the portfolio was sold this quarter.This quarter, Nelson Capital Management, LLC has purchased 120 new stocks and bought additional shares in 30 stocks.Nelson Capital Management, LLC sold shares of 64 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $366,491,835Vanguard FTSE Developed Markets ETF $49,163,112Technology Select Sector SPDR Fund $48,740,709iShares 1-5 Year Investment Grade Corporate Bond ETF $42,354,285Microsoft $35,387,869 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $4,187,672 Holding464288810 - iShares U.S. Medical Devices ETF $1,545,037 Holding464287622 - iShares Russell 1000 ETF $1,017,854 Holding464287614 - iShares Russell 1000 Growth ETF $283,589 Holding82509L107 - SHOPIFY INC $205,099 Holding Largest Purchases this Quarter Technology Select Sector SPDR Fund 48,356 shares (about $9.47M)EXXONMOBIL HOLDINGS CORP 25,731 shares (about $4.19M)iShares 1-5 Year Investment Grade Corporate Bond ETF 50,290 shares (about $2.58M)Communication Services Select Sector SPDR Fund 15,155 shares (about $1.68M)iShares U.S. Medical Devices ETF 30,206 shares (about $1.55M) Largest Sales this Quarter Agnico Eagle Mines 19,162 shares (about $3.51M)Cisco Systems 21,750 shares (about $2.34M)Intuitive Surgical 4,349 shares (about $1.77M)Netflix 15,969 shares (about $1.11M)Microsoft 668 shares (about $342.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNelson Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$366,491,835$289,586 ▼-0.1%1,604,74537.6%TechnologyVEAVanguard FTSE Developed Markets ETF$49,163,112$128,369 ▲0.3%696,2635.0%ETFXLKTechnology Select Sector SPDR Fund$48,740,709$9,465,675 ▲24.1%248,9955.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$42,354,285$2,576,356 ▲6.5%826,7484.3%ETFMSFTMicrosoft$35,387,869$342,615 ▼-1.0%68,9963.6%TechnologyAAPLApple$32,066,637$1,083,985 ▲3.5%96,2903.3%TechnologyGOOGAlphabet$25,756,461$264,754 ▼-1.0%75,5902.6%Communication ServicesSPTSSPDR Portfolio Short Term Treasury ETF$25,030,735$245,300 ▲1.0%873,0642.6%ETFXLIIndustrial Select Sector SPDR Fund$20,743,248$29,555 ▼-0.1%124,2262.1%ETFVBVanguard Small-Cap ETF$17,575,623$49,217 ▼-0.3%61,7791.8%ETFAMZNAmazon.com$15,613,733$868,288 ▲5.9%62,6681.6%Consumer DiscretionaryJPMJPMorgan Chase & Co.$13,572,521$166,075 ▼-1.2%41,0261.4%FinanceVWOVanguard FTSE Emerging Markets ETF$12,729,076$230,301 ▲1.8%214,6191.3%ETFCSCOCisco Systems$12,126,567$2,340,953 ▼-16.2%112,6691.2%TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$12,110,648$67,870 ▼-0.6%122,2311.2%ETFSPYSPDR S&P 500 ETF Trust$10,873,479$254,716 ▼-2.3%14,2581.1%ETFIVViShares Core S&P 500 ETF$10,693,766$65,864 ▲0.6%13,9631.1%ETFVVisa$10,657,074$204,101 ▼-1.9%29,6581.1%FinanceVPUVanguard Utilities ETF$10,311,714$135,775 ▼-1.3%60,3021.1%ETFXCEMColumbia EM Core ex-China ETF$9,654,593$73,413 ▲0.8%187,7961.0%ETFCOSTCostco Wholesale$8,422,185$192,986 ▼-2.2%9,2520.9%Consumer StaplesLLYEli Lilly and Company$6,693,349$279,998 ▼-4.0%5,7850.7%HealthcarePGProcter & Gamble$6,664,371$131,477 ▼-1.9%45,8730.7%Consumer StaplesAEMAgnico Eagle Mines$6,658,566$3,511,820 ▼-34.5%36,3320.7%MaterialsXLFFinancial Select Sector SPDR Fund$6,548,180$821,079 ▲14.3%122,6250.7%ETFIHAKiShares Cybersecurity and Tech ETF$6,195,345$159,313 ▼-2.5%91,6200.6%ETFTJXTJX Companies$6,127,674$22,228 ▼-0.4%46,3130.6%Consumer DiscretionaryABBVAbbVie$6,050,054$56,765 ▼-0.9%23,1280.6%HealthcareXLCCommunication Services Select Sector SPDR Fund$5,583,659$1,681,745 ▲43.1%50,3170.6%ETFXLVHealth Care Select Sector SPDR Fund$4,983,535$367,828 ▲8.0%29,5900.5%ETFTMOThermo Fisher Scientific$4,699,734$89,782 ▼-1.9%6,9620.5%HealthcareQCOMQualcomm$4,291,396$128,642 ▼-2.9%23,3180.4%TechnologySYKStryker$4,203,672$55,630 ▼-1.3%15,2640.4%HealthcareEXXONMOBIL HOLDINGS CORP$4,187,672$4,187,672 ▲New Holding25,7310.4%COM SHSXLYConsumer Discretionary Select Sector SPDR Fund$4,016,971$556,501 ▲16.1%36,9070.4%ETFDISWalt Disney$4,003,404$33,673 ▼-0.8%38,1640.4%Communication ServicesLINDE PLC$3,959,531$19,935 ▼-0.5%8,3420.4%SHSSCHWCharles Schwab$3,747,168$10,947 ▼-0.3%38,3380.4%FinanceEMREmerson Electric$3,688,562$79,566 ▼-2.1%23,7820.4%IndustrialsXLREReal Estate Select Sector SPDR Fund$3,673,654$308,995 ▼-7.8%89,7980.4%ETFCVXChevron$3,653,277$108,639 ▼-2.9%17,8900.4%EnergyBRK.BBerkshire Hathaway$3,647,484$507,411 ▲16.2%7,3250.4%FinanceSHELShell$3,349,587$68,341 ▼-2.0%35,2400.3%EnergyTE CONNECTIVITY PLC$3,227,625$109,551 ▼-3.3%15,2910.3%ORD SHSSCHFSchwab International Equity ETF$3,226,792$27,305 ▼-0.8%117,4660.3%ETFKOCoca-Cola$3,125,446$9,641 ▼-0.3%36,3080.3%Consumer StaplesCBChubb$3,017,854$81,968 ▼-2.6%9,2780.3%FinanceGLDSPDR Gold Shares$2,916,4730.0%7,6580.3%ETFROPER TECHNOLOGIES INC$2,857,910$32,147 ▼-1.1%8,1790.3%COMAJGArthur J. Gallagher & Co.$2,821,265$61,133 ▼-2.1%12,3680.3%FinanceXLPConsumer Staples Select Sector SPDR Fund$2,686,114$232,937 ▲9.5%33,3260.3%ETFMASMasco$2,453,429$61,873 ▼-2.5%36,4010.3%IndustrialsSPGIS&P Global$2,391,278$118,736 ▼-4.7%6,0620.2%FinanceHDHome Depot$2,384,419$121,767 ▼-4.9%8,3810.2%Consumer DiscretionaryRCLRoyal Caribbean Cruises$2,329,846$57,163 ▼-2.4%8,7630.2%Consumer DiscretionaryXLEEnergy Select Sector SPDR Fund$2,205,994$92,926 ▲4.4%35,8700.2%ETFCRMSalesforce$2,006,470$33,059 ▼-1.6%8,7400.2%TechnologyXYLXylem$1,981,854$61,370 ▼-3.0%19,5700.2%IndustrialsGOOGLAlphabet$1,795,410$193,029 ▼-9.7%5,2180.2%Communication ServicesXLBMaterials Select Sector SPDR Fund$1,756,702$103,390 ▲6.3%36,0720.2%ETFIHIiShares U.S. Medical Devices ETF$1,545,037$1,545,037 ▲New Holding30,2060.2%ETFORCLOracle$1,415,014$22,792 ▼-1.6%10,3060.1%TechnologyJNJJohnson & Johnson$1,356,528$26,474 ▼-1.9%5,1240.1%HealthcareQQQInvesco QQQ$1,331,586$150,913 ▲12.8%1,8000.1%ETFMETAMeta Platforms$1,274,142$725 ▲0.1%1,7570.1%Communication ServicesJPSTJPMorgan Ultra-Short Income ETF$1,187,873$258,498 ▲27.8%23,5830.1%ETFIJRiShares Core S&P Small-Cap ETF$1,174,592$2,449 ▼-0.2%8,6340.1%ETFISRGIntuitive Surgical$1,145,884$1,768,435 ▼-60.7%2,8180.1%HealthcarePENPenumbra$1,114,190$5,093 ▲0.5%3,5000.1%HealthcareIWBiShares Russell 1000 ETF$1,017,854$1,017,854 ▲New Holding2,4460.1%ETFEVERPURE INC$923,9610.0%7,0650.1%CL AAMGNAmgen$891,073$16,860 ▼-1.9%2,1140.1%HealthcarePANWPalo Alto Networks$855,409$45,691 ▼-5.1%2,1530.1%TechnologyNUENucor$848,9800.0%3,6320.1%MaterialsVUGVanguard Growth ETF$828,8320.0%9,1980.1%ETFDELLDell Technologies$822,526$86,072 ▼-9.5%1,5290.1%TechnologyTPLTexas Pacific Land$815,5530.0%2,5030.1%EnergyLAM RESEARCH CORP$799,922$147,830 ▼-15.6%2,4350.1%COM NEWJEPIJPMorgan Equity Premium Income ETF$681,218$71,175 ▼-9.5%12,1170.1%ETFNFLXNetflix$668,734$1,111,124 ▼-62.4%9,6110.1%Communication ServicesVOOVanguard S&P 500 ETF$642,687$103,727 ▲19.2%9170.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$640,570$57,216 ▲9.8%26,8470.1%ETFMRKMerck & Co., Inc.$624,543$40,977 ▲7.0%4,2980.1%HealthcareADBEAdobe$596,731$26,393 ▼-4.2%2,4870.1%TechnologyCATCaterpillar$545,6620.0%6730.1%IndustrialsNEMNewmont$529,465$13,035 ▼-2.4%4,5900.1%MaterialsDHSWisdomTree U.S. High Dividend Fund$526,2590.0%4,7000.1%ETFWALMART INC$517,968$9,873 ▼-1.9%4,9840.1%COMAVGOBroadcom$513,502$15,805 ▼-3.0%1,4620.1%TechnologyIWOiShares Russell 2000 Growth ETF$446,1250.0%1,2500.0%ETFTSLATesla$443,513$37,255 ▲9.2%1,2500.0%Consumer DiscretionaryABNBAirbnb$417,690$64,260 ▼-13.3%2,6000.0%Consumer DiscretionaryABTAbbott Laboratories$402,2390.0%4,0700.0%HealthcareGSThe Goldman Sachs Group$393,458$7,203 ▼-1.8%4370.0%FinanceETNEaton$381,007$859 ▲0.2%8870.0%IndustrialsVONGVanguard Russell 1000 Growth ETF$380,4730.0%2,9510.0%ETFAMDAdvanced Micro Devices$346,868$42,823 ▼-11.0%5670.0%TechnologyINTCIntel$336,164$19,117 ▼-5.4%2,7960.0%TechnologyQQQMInvesco NASDAQ 100 ETF$327,1840.0%1,0740.0%ETFBARRICK MNG CORP$326,494$732 ▲0.2%8,0280.0%COM SHSShowing largest 100 holdings. 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