Nelson Capital Management, LLC
All 13F Filings
- Location
- Menlo Park, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 819,222
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/6/2026 | 108 | 819,222 | 13F-HR | Nelson Capital Management, LLC |
| Q4 2025 | 2/10/2026 | 107 | 854,591 | 13F-HR | Nelson Capital Management, LLC |
| Q3 2025 | 11/13/2025 | 108 | 839,746 | 13F-HR | Nelson Capital Management, LLC |
| Q2 2025 | 7/23/2025 | 101 | 756,486 | 13F-HR | Nelson Capital Management, LLC |
| Q1 2014 | 5/14/2014 | 264 | 227,541 | 13F-HR | Nelson Roberts Investment Advisors, LLC |
| Q4 2013 | 2/12/2014 | 242 | 224,894 | 13F-HR | Nelson Roberts Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 545.5 K | 66.6% | 0 | 249.4 K | -249.4 K |
| ETFs | 273.8 K | 33.4% | 214.1 K | 0 | 214.1 K |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
819,222
Holdings
108
QoQ value change ($000)
-35,369
(-4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.