Where does 13F Pro source Nelson, Van Denburg & Campbell Wealth Management Group, LLC's holdings?

All Nelson, Van Denburg & Campbell Wealth Management Group, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1599868. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Nelson, Van Denburg & Campbell Wealth Management Group, LLC's 13F data updated on 13F Pro?

Nelson, Van Denburg & Campbell Wealth Management Group, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1599868

Institutional-grade research for retail investors

Sector Allocation

Other72.7%$2.8B
Financials10.5%$399.5M
Technology9.2%$349.2M
Healthcare1.7%$64.8M
Industrials1.4%$53.8M
Consumer Discretionary1.3%$48.7M
Energy1.0%$39.4M
Consumer Staples0.8%$30.6M
Real Estate0.4%$15.9M
Communication Services0.4%$14.8M

AUM History

13fpro.ai/research/fund/nelson-van-denburg-and-campbell-wealth-management-group-llc-1599868

Conviction and streaks

Stable · top 10 = 25.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold6.7% weight · held 11 quarters

$Conviction hold4.3% weight · held 11 quarters

$Conviction hold2.1% weight · held 11 quarters

$Conviction hold1.9% weight · held 11 quarters

$Accumulating+51% shares · 10 quarters running

$METAAccumulating+1317% shares · 10 quarters running

$Accumulating+78% shares · 10 quarters running

$Accumulating+224% shares · 10 quarters running

$Accumulating+210% shares · 10 quarters running

$Trimming-50% shares · 10 quarters running

$Trimming-38% shares · 10 quarters running

$ECLTrimming-41% shares · 10 quarters running

$IVZTrimming-38% shares · 10 quarters running

$Trimming-42% shares · 10 quarters running

Largest positions — Q3 2026

VANGUARD
$255.1M
ISHARES
$163.2M
J
$79.9M
VANGUARD
$79.4M
AMERICAN
$71.8M
J
$67.8M
VANGUARD
$62.7M
VANGUARD
$60.5M
AAPL
$57.4M
NVDA
$55.8M
VANGUARD
$54.6M
VANGUARD
$51.7M
ISHARES
$51.5M
BRK.B
$50.2M
VANGUARD
$46.4M
SPDR
$46.1M
IVZ
$44.6M
ZACKS
$44.0M
VANGUARD
$43.7M
VANGUARD
$41.9M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/nelson-van-denburg-and-campbell-wealth-management-group-llc-1599868

Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13F holdings — Q3 2026

$3.8B portfolio (-0.3% QoQ) · 786 holdings · Q3 2026 13F · top 10 are 25% of the stock portfolio

1
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$255.1M
6.7% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES TR - CORE DIV GRWTH
$163.2M
4.3% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
3
J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF
$79.9M
2.1% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
4
VANGUARD INDEX FDS - MRNGSTR MID CAP
$79.4M
2.1% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
5
AMERICAN CENTY ETF TR - US SML CP VALU
$71.8M
1.9% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
6
J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH
$67.8M
1.8% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
7
VANGUARD INDEX FDS - MRNGSTR MD CP GR
$62.7M
1.6% of stocks
-6%This quarter—Since filed—Held
AIQuality—Est. buy—
8
VANGUARD INDEX FDS - MRNGSTR MD CP VA
$60.5M
1.6% of stocks
-8%This quarter—Since filed—Held
AIQuality—Est. buy—
9
Apple Inc.
$AAPL
$57.4M
1.5% of stocks
-5%This quarter+1.7%Since filed8+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
10
NVIDIA CORP
$NVDA
$55.8M
1.5% of stocks
-3%This quarter-4.6%Since filed8+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	$255.1M	6.7%	+3%	—	—	—	—
2	ISHARES TR - CORE DIV GRWTH	$163.2M	4.3%	+2%	—	—	—	—
3	J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF	$79.9M	2.1%	+5%	—	—	—	—
4	VANGUARD INDEX FDS - MRNGSTR MID CAP	$79.4M	2.1%	+7%	—	—	—	—
5	AMERICAN CENTY ETF TR - US SML CP VALU	$71.8M	1.9%	+3%	—	—	—	—
6	J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH	$67.8M	1.8%	+2%	—	—	—	—
7	VANGUARD INDEX FDS - MRNGSTR MD CP GR	$62.7M	1.6%	-6%	—	—	—	—
8	VANGUARD INDEX FDS - MRNGSTR MD CP VA	$60.5M	1.6%	-8%	—	—	—	—
9	Apple Inc.$AAPL	$57.4M	1.5%	-5%	+1.7%	8+ qtrsTrimmed 2 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
10	NVIDIA CORP$NVDA	$55.8M	1.5%	-3%	-4.6%	8+ qtrsTrimmed 2 qtrs in a row	86.0#3	Estimated buy price is Pro: unlock with a free trial

All holdings — Nelson, Van Denburg & Campbell Wealth Management Group, LLC (Q3 2026)

Sort

786 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$54.6M	1.4%	78K	+1%	—	—	13F
12	—	VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund	—	$51.7M	1.4%	182K	+19%	—	—	13F
13	—	ISHARES TR - CORE S&P500 ETFetf/fund	—	$51.5M	1.4%	67K	-6%	—	—	13F
14	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$50.2M	1.3%	101K	-4%	8+ qtrsTrimmed 2 qtrs in a row	73.5	13F
15	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund	—	$46.4M	1.2%	657K	+2%	—	—	13F
16	—	SPDR SERIES TRUST - ST STR P500VALetf/fund	—	$46.1M	1.2%	754K	+2%	—	—	13F
17	$IVZ	Invesco Ltd.	Financials	$44.6M	1.2%	2.45M	+4%	8+ qtrs	—	13F
18	—	ZACKS TRUST - SMALL/MID CAP	—	$44.0M	1.2%	1.07M	+5%	—	—	13F
19	—	VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund	—	$43.7M	1.1%	202K	-0.4%	—	—	13F
20	—	VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund	—	$41.9M	1.1%	597K	+0.4%	—	—	13F
21	$IVZ	Invesco Ltd.	Financials	$40.9M	1.1%	2.60M	+8%	8+ qtrs	—	13F
22	—	VANGUARD WORLD FD - MRNGSTR VAL ETFetf/fund	—	$39.1M	1.0%	243K	+7%	—	—	13F
23	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$37.2M	1.0%	49K	+3%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	$IVZ	Invesco Ltd.	Financials	$36.5M	1.0%	1.87M	-14%	8+ qtrs	—	13F
25	—	BNY MELLON ETF TRUST - GLOBAL INFRASCTRetf/fund	—	$34.6M	0.9%	824K	+16%	—	—	13F
26	—	VANGUARD BD INDEX FDS - INTERMED TERM	—	$33.1M	0.9%	454K	+2%
27	—	ISHARES TR - S&P 500 GRWT ETF	—	$32.9M	0.9%	231K	-3%
28	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$31.7M	0.8%	382K	-2%
29	$IVZ	Invesco Ltd.	Financials	$30.8M	0.8%	442K	+8%
30	$META	Meta Platforms, Inc.	Technology	$30.7M	0.8%	402K	+4%
31	$MSFT	MICROSOFT CORP	Technology	$29.7M	0.8%	58K	-0.1%
32	—	SPDR SERIES TRUST - ST STR SP600 SML	—	$29.6M	0.8%	561K	+0.4%
33	—	SCHWAB STRATEGIC TR - US TIPS ETF	—	$27.2M	0.7%	1.08M	+7%
34	—	SCHWAB STRATEGIC TR - SHT TM US TRES	—	$27.2M	0.7%	1.14M	+5%
35	—	VANGUARD INDEX FDS - MRNGSTR SM CP GR	—	$26.5M	0.7%	79K	-7%
36	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	—	$26.4M	0.7%	562K	+5%
37	—	ISHARES TR - MRGSTR MD CP GRW	—	$24.5M	0.7%	261K	-16%
38	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$24.5M	0.7%	837K	-3%
39	—	VANGUARD WORLD FD - MRNGSTR MEGA CAP	—	$24.5M	0.7%	264K	-1%
40	—	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG	—	$23.6M	0.6%	600K	+18%
41	—	ISHARES TR - CORE US AGGBD ET	—	$23.2M	0.6%	246K	+114%
42	—	BLACKROCK ETF TRUST - ISHARES US LARG	—	$22.9M	0.6%	666K	-2%
43	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$21.9M	0.6%	280K	+4%
44	—	VANGUARD INDEX FDS - MRNGSTR SML CP V	—	$21.0M	0.6%	91K	-0.0%
45	—	ISHARES TR - FLTG RATE NT ETF	—	$20.7M	0.5%	405K	-15%
46	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$20.0M	0.5%	337K	+0.9%
47	$AMZN	AMAZON COM INC	Consumer Discretionary	$19.5M	0.5%	78K	-2%
48	—	SPDR SERIES TRUST - ST STR P400MID	—	$18.6M	0.5%	296K	+2%
49	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$17.8M	0.5%	290K	+17%
50	$IVZ	Invesco Ltd.	Financials	$17.6M	0.5%	58K	+0.6%
51	—	VANGUARD ADMIRAL FDS INC - MIDCP 400 VAL	—	$17.6M	0.5%	165K	+2%
52	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$17.4M	0.5%	112K	-3%
53	—	NYLIM ACTIVE ETF TR - MACKAY MUN INTER	—	$17.0M	0.5%	744K	+100%
54	$MU	MICRON TECHNOLOGY INC	Technology	$16.9M	0.5%	16K	-55%
55	—	ISHARES TR - NATIONAL MUN ETF	—	$16.7M	0.4%	165K	-17%
56	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$16.6M	0.4%	22K	-7%
57	$GOOGL	Alphabet Inc.	Technology	$15.7M	0.4%	46K	-6%
58	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$15.5M	0.4%	41K	-1%
59	—	DBX ETF TR - XTRACK USD HIGH	—	$14.9M	0.4%	423K	+6%
60	—	LISTED FDS TR - SWAN HEDGED EQTY	—	$14.6M	0.4%	543K	+2%
61	$GOOG	Alphabet Inc.	Technology	$14.4M	0.4%	42K	-5%
62	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$14.4M	0.4%	73K	+15%
63	$AVGO	Broadcom Inc.	Technology	$14.3M	0.4%	41K	+18%
64	—	FIDELITY COVINGTON TRUST - ENHANCED INTL	—	$14.0M	0.4%	350K	+19%
65	$GLD	SPDR GOLD TRUST	Financials	$14.0M	0.4%	37K	-19%
66	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	—	$13.4M	0.3%	393K	+3%
67	$META	Meta Platforms, Inc.	Technology	$13.3M	0.3%	18K	-13%
68	—	VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL	—	$13.2M	0.3%	120K	+0.6%
69	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$12.9M	0.3%	151K	+2%
70	—	ISHARES TR - BROAD USD HIGH	—	$12.6M	0.3%	352K	+1562%
71	—	AMERICAN CENTY ETF TR - INTL SMCP VLU	—	$12.6M	0.3%	115K	-2%
72	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$12.5M	0.3%	386K	-0.5%
73	—	ISHARES TR - EAFE GRWTH ETF	—	$12.2M	0.3%	102K	+5%
74	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$11.9M	0.3%	133K	-22%
75	—	ISHARES TR - ASIA 50 ETF	—	$11.8M	0.3%	83K	+7%
76	—	J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF	—	$11.6M	0.3%	168K	-3%
77	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$11.6M	0.3%	323K	-6%
78	$SNPS	SYNOPSYS INC	Technology	$10.9M	0.3%	173K	+5%
79	—	ISHARES TR - GLOBAL FINLS ETF	—	$10.9M	0.3%	86K	-5%
80	—	ISHARES TR - MSCI EAFE ETF	—	$10.8M	0.3%	104K	+12%
81	$IVZ	Invesco Ltd.	Financials	$10.7M	0.3%	545K	+261%
82	—	ISHARES TR - ISHS 1-5YR INVS	—	$10.6M	0.3%	208K	-4%
83	$JPM	JPMORGAN CHASE & CO	Financials	$10.6M	0.3%	32K	-7%
84	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	—	$9.8M	0.3%	190K	-0.2%
85	$ABBV	AbbVie Inc.	Healthcare	$9.5M	0.3%	36K	-8%
86	—	SCHWAB STRATEGIC TR - US REIT ETF	—	$9.0M	0.2%	410K	+2%
87	$IVZ	Invesco Ltd.	Financials	$9.0M	0.2%	361K	New
88	$XOM.R34088	EXXON MOBIL CORP	Energy	$8.9M	0.2%	55K	+2%
89	$TSLA	Tesla, Inc.	Consumer Discretionary	$8.9M	0.2%	25K	-11%
90	—	SPDR SERIES TRUST - ST STR P500GRW	—	$8.8M	0.2%	72K	-2%
91	—	INVESCO EXCH TRD SLF IDX FD - BULETSHS 2029 HG	—	$8.6M	0.2%	416K	+4%
92	$DBL	DoubleLine Opportunistic Credit Fund	Other	$8.2M	0.2%	604K	+1%
93	$UNP	UNION PACIFIC CORP	Industrials	$8.0M	0.2%	30K	-7%
94	—	SCHWAB STRATEGIC TR - US AGGREGATE B	—	$8.0M	0.2%	362K	+6%
95	—	ISHARES TR - CORE S&P TTL STK	—	$7.9M	0.2%	47K	-0.1%
96	$GLDM	World Gold Trust	Financials	$7.8M	0.2%	95K	+4%
97	—	SELECT SECTOR SPDR TR - ST STR STAPL ETF	—	$7.7M	0.2%	95K	-3%
98	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF	—	$7.5M	0.2%	49K	+4%
99	—	SPDR SERIES TRUST - ST STR SP AERO	—	$7.5M	0.2%	33K	New
100	$LLY	ELI LILLY & Co	Healthcare	$7.5M	0.2%	6,510	+1%
101	—	VANGUARD BD INDEX FDS - VANGUARD ULTRA	—	$7.5M	0.2%	152K	+338%
102	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$7.5M	0.2%	226K	-8%
103	$DELL	Dell Technologies Inc.	Technology	$7.5M	0.2%	14K	+1%
104	—	ISHARES TR - 0-5YR HI YL CP	—	$7.5M	0.2%	182K	+8%
105	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	—	$7.4M	0.2%	178K	-3%
106	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$7.2M	0.2%	147K	-1%
107	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$7.2M	0.2%	143K	-6%
108	$WPC	W. P. Carey Inc.	Real Estate	$7.1M	0.2%	110K	+0.9%
109	—	ISHARES TR - HIGH YLD SYSTM B	—	$6.9M	0.2%	153K	-52%
110	$AMD	ADVANCED MICRO DEVICES INC	Technology	$6.8M	0.2%	11K	+3%
111	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	—	$6.8M	0.2%	121K	+1%
112	—	ISHARES TR - TIPS BD ETF	—	$6.8M	0.2%	65K	-39%
113	$CSCO	CISCO SYSTEMS, INC.	Technology	$6.8M	0.2%	63K	-8%
114	$PANW	Palo Alto Networks Inc	Technology	$6.6M	0.2%	17K	-2%
115	$PDI	PIMCO Dynamic Income Fund	Other	$6.6M	0.2%	471K	+2%
116	—	SPDR SERIES TRUST - ST STR SP600SM C	—	$6.6M	0.2%	64K	-35%
117	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$6.4M	0.2%	113K	+7%
118	—	ISHARES TR - CORE S&P MCP ETF	—	$6.4M	0.2%	88K	-0.1%
119	—	SPDR SERIES TRUST - ST STR SP400VAL	—	$6.3M	0.2%	72K	-2%
120	—	J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF	—	$6.2M	0.2%	133K	-9%
121	$CAT	CATERPILLAR INC	Industrials	$6.1M	0.2%	7,578	+0.5%
122	—	FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE	—	$6.1M	0.2%	34K	+52%
123	—	VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF	—	$6.1M	0.2%	70K	-11%
124	—	VANGUARD INDEX FDS - MRNGSTR LRG CAP	—	$6.1M	0.2%	17K	-3%
125	$ORCL	ORACLE CORP	Technology	$6.0M	0.2%	44K	-16%
126	—	DIMENSIONAL ETF TRUST - EMERGING MKTS CO	—	$6.0M	0.2%	151K	-2%
127	—	ISHARES TR - CRE U S REIT ETF	—	$6.0M	0.2%	97K	-2%
128	—	VANGUARD INTL EQUITY INDEX F - GLB EX US ETF	—	$5.8M	0.1%	138K	+7%
129	—	ISHARES INC - MSCI SPAIN ETF	—	$5.8M	0.1%	97K	-7%
130	$STT	STATE STREET CORP	Financials	$5.6M	0.1%	53K	+9%
131	—	ISHARES TR - MSCI EMG MKT ETF	—	$5.6M	0.1%	83K	-4%
132	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	—	$5.5M	0.1%	96K	+3%
133	$GS	GOLDMAN SACHS GROUP INC	Financials	$5.5M	0.1%	6,131	-16%
134	$DIS	Walt Disney Co	Communication Services	$5.5M	0.1%	52K	-11%
135	—	SPDR SERIES TRUST - ST STR PR SP1500	—	$5.5M	0.1%	59K	—
136	$JNJ	JOHNSON & JOHNSON	Healthcare	$5.4M	0.1%	21K	-16%
137	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$5.4M	0.1%	5,926	-4%
138	$SIVR	abrdn Silver ETF Trust	Financials	$5.4M	0.1%	93K	+19%
139	—	ISHARES TR - RUS 1000 ETF	—	$5.3M	0.1%	13K	-2%
140	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$5.1M	0.1%	65K	-6%
141	—	ISHARES TR - RUS 1000 GRW ETF	—	$5.0M	0.1%	40K	-5%
142	—	AMERICAN CENTY ETF TR - AVAN EMER EX ETF	—	$5.0M	0.1%	61K	-7%
143	$GEV	GE Vernova Inc.	Industrials	$5.0M	0.1%	5,210	+5%
144	—	ISHARES TR - CORE S&P SCP ETF	—	$4.9M	0.1%	36K	-5%
145	$IVZ	Invesco Ltd.	Financials	$4.9M	0.1%	58K	-0.3%
146	$IVZ	Invesco Ltd.	Financials	$4.9M	0.1%	218K	+13%
147	$ALPS	Alps Group Inc	Healthcare	$4.9M	0.1%	96K	New
148	$V	VISA INC.	Financials	$4.9M	0.1%	14K	-7%
149	—	ISHARES TR - ISHARES SEMICDTR	—	$4.8M	0.1%	8,399	+18%
150	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	—	$4.7M	0.1%	68K	-7%

What changed in Q3 2026

Against the previous quarter's 13F: 53 new, 291 added to, 380 trimmed, 59 sold out. Share-count changes; largest moves by dollar size first.

New positions (53)

SPDR SERIES TRUST - ST STR SP AERO$7.5M
first bought this quarter
EA SERIES TRUST - FREEDOM 100 EM$4.4M
first bought this quarter
AMPLIFY ETF TR - ONLIN RETL ETF$4.3M
first bought this quarter
VANGUARD SCOTTSDALE FDS - VNG RUS2000VAL$3.8M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$2.9M
first bought this quarter
FIRST TR EXCHANGE-TRADED FD - HLTH CARE ALPH$2.1M
first bought this quarter

+47 more in the Excel export

Added to (291)

ISHARES TR - CORE US AGGBD ET+114%
now $23.2M
ISHARES TR - BROAD USD HIGH+1562%
now $12.6M
NYLIM ACTIVE ETF TR - MACKAY MUN INTER+100%
now $17.0M
VANGUARD INDEX FDS - MRNGSTR SML CAP+19%
now $51.7M
VANGUARD INDEX FDS - MRNGSTR GRWT ETF+3%
now $255.1M
VANGUARD BD INDEX FDS - VANGUARD ULTRA+338%
now $7.5M

+285 more in the Excel export

Trimmed (380)

$MUMICRON TECHNOLOGY INC-55%
now $16.9M · held 8+ qtrs, 2 trims in a row
ISHARES TR - HIGH YLD SYSTM B-52%
now $6.9M
VANGUARD INDEX FDS - MRNGSTR MD CP VA-8%
now $60.5M
ISHARES TR - MRGSTR MD CP GRW-16%
now $24.5M
ISHARES TR - TIPS BD ETF-39%
now $6.8M
$FCXFREEPORT-MCMORAN INC-89%
now $546K

+374 more in the Excel export

Sold out (59)

ISHARES TR - EXPND TEC SC ETFwas $5.5M
WEDBUSH SER TR - DAN IVE REVO ETFwas $4.0M
NORTHERN LTS FD TR IV - INSPIRE CAPITALwas $3.5M
GLOBAL X FDS - RENE EN PROD ETFwas $3.4M
VANECK ETF TRUST - NATURAL RESOURCwas $1.4M
$FTAIFTAI Aviation Ltd.was $1.3M

+53 more in the Excel export

Holdings by quarter

Every 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC has filed, 41 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of Nelson, Van Denburg & Campbell Wealth Management Group's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

-3.2%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 25% over the last 4

Top 10 weight

25%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

94%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Nelson, Van Denburg & Campbell Wealth Management Group, LLC disclosed 786 positions worth $3.8B in its Form 13F-HR for Q3 2026. During the quarter the fund opened 53 new positions and exited 59. The portfolio is most concentrated in Other (72.7% of disclosed assets). All figures are sourced directly from Nelson, Van Denburg & Campbell Wealth Management Group, LLC’s Form 13F-HR filing with the SEC under CIK 1599868.

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AI-Powered Hedge Fund Analysis: Nelson, Van Denburg & Campbell Wealth Management Group, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Nelson, Van Denburg & Campbell Wealth Management Group, LLC (SEC CIK: 1599868), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Nelson, Van Denburg & Campbell Wealth Management Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.