Nelson Capital Management, LLC

All 13F Filings

Location
Menlo Park, CA
Most recent 13F
Q2 2026
Holdings value ($000)
911,582
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/24/2026 120 911,582 13F-HR Nelson Capital Management, LLC
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 598.9 K 65.7% 53.39 K 0 53.39 K
ETFs 312.7 K 34.3% 38.95 K 0 38.95 K
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Fund Snapshot

Q2 2026
Latest filed
7/24/2026
Total value ($000)
911,582
Holdings
120
QoQ value change ($000)
92,360 (11.3%)
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.