Nelson Capital Management, LLC ETF holdings
Menlo Park, CA
Reported $313.2M in 42 ETFs in its Form 13F for June 30, 2026.
ETF value
$313.2M
ETFs held
42
Change from prior quarter
+14.2%
With price moves
ETFs as a share of its 13F
34.4%
of $911.6M
Top 10 of 42 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | $49.5M | 694,445 | +8,469 shares |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $40.7M | 776,458 | +51,547 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $38.2M | 200,639 | +3,122 shares |
| SPTS | State Street SPDR Portfolio Short Term Treasury Index ETF | $25.1M | 864,508 | −15,662 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $23.0M | 124,403 | −1,179 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $18.8M | 61,952 | −734 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $12.6M | 210,736 | +13,604 shares |
| EMXC | iShares MSCI Emerging Markets ex China ETF | $12.6M | 122,916 | −2,691 shares |
| VPU | Vanguard Utilities ETF | $12.0M | 61,096 | −409 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $10.9M | 14,592 | −168 shares |
32 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001512611. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Nelson Capital Management, LLC own?
Nelson Capital Management, LLC reported 42 ETF positions worth $313.2M in its Form 13F for June 30, 2026. The largest was VEA, at $49.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.