Nelson, Van Denburg & Campbell Wealth Management Group, LLC

RIA/Wealth

Nelson, Van Denburg & Campbell Wealth Management Group, LLC is a RIA/Wealth based in Clayton, MO led by Britt Edward Campbell, reporting $5.1B in AUM as of Q3 2025 with 73% ETF concentration.

CEOBritt Edward Campbell

Portfolio Value: $3.1B
Positions: 709
Top Holding: VUG at 6.81%
Last Reported: Q3 2025

Address8301 Maryland Ave, Suite 300, Clayton, MO, 63105, United States

Top Holdings

Largest long holdings in Nelson, Van Denburg & Campbell Wealth Management Group, LLC's portfolio (29.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$211.3M	6.81%	-$3.1M Sold	— 440.7K shares	Q4 2013 Held for 11y 11m
2 iShares Core Dividend Growth DGRO	ETF ETF	$120.6M	3.89%	-$771.2K Sold	— 1.8M shares	Q2 2019 Held for 6y 5m
3 Vanguard Mid-Cap Growth VOT	Unknown Unknown	$100.9M	3.25%	-$3.7M Sold	— 343.6K shares	Q4 2022 Held for 2y 11m
4 Vanguard Mid-Cap Value VOE	ETF ETF	$93.8M	3.02%	-$652.6K Sold	— 537.6K shares	Q4 2013 Held for 11y 11m
5 JPMorgan Active Growth JGRO	ETF ETF	$78.2M	2.52%	-$1.4M Sold	— 833.7K shares	Q4 2023 Held for 1y 11m
6 iShares Core S&P 500 ETF IVV	ETF ETF	$75.4M	2.43%	-$4.6M Sold	— 112.6K shares	Q1 2014 Held for 11y 8m
7 JPMorgan Active Value JAVA	ETF ETF	$73.6M	2.37%	+$395.7K Bought	— 1.1M shares	Q3 2022 Held for 3y 2m
8 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$56.2M	1.81%	-$5.3M Sold	0.01% 111.8K shares	Q4 2019 Held for 5y 11m
9 iShares Morningstar Mid-Cap Growth IMCG	ETF ETF	$52.6M	1.69%	+$1.7K Bought	— 635.3K shares	Q4 2023 Held for 1y 11m
10 Invesco BulletShares 2029 Corporate Bond BSCT	ETF ETF	$49.3M	1.59%	+$544.7K Bought	— 2.6M shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Nelson, Van Denburg & Campbell Wealth Management Group, LLC's latest filing

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Market Value

$3.1B

Prior: $2.9B

Q/Q Change

+7.27%

+$210.4M

Net Flows % of MV

+0.246%

Turnover Ratio

3.35%

New Purchases

8 stocks

$3.8M

Added To

341 stocks

+$90.4M

Sold Out Of

30 stocks

$13.0M

Reduced Holdings

255 stocks

-$73.6M

Increased Positions

Position	Shares Δ	Change
1 Invesco BulletShares 2032 Corporate Bond BSCW	New	0 → 35.8K +$746.7K
2 Applied Digital APLD	New	0 → 31.4K +$719.8K
3 JCPI JPMorgan Inflation Managed Bond JCPI	New	0 → 13.9K +$677.7K
4 Invesco S&P SmallCap 600 Revenue ETF RWJ	New	0 → 10.0K +$483.0K
5 Dave, Inc. DAVE	New	0 → 2.1K +$408.7K

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	25.3K → 0 −$4.4M
2 Arrow Electronics ARW	Sold	5.5K → 0 −$700.9K
3 Fabrinet FN	Sold	1.7K → 0 −$489.8K
4 Texas Roadhouse TXRH	Sold	2.4K → 0 −$450.2K
5 Tradeweb Markets Inc. TW	Sold	2.8K → 0 −$416.8K

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Analytics

Portfolio insights and performance metrics for Nelson, Van Denburg & Campbell Wealth Management Group, LLC

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Sector Allocation

ETF

73.10%

Technology

6.70%

Financial Services

4.70%

Industrials

2.10%

Healthcare

2.00%

Consumer Cyclical

2.00%

Communication Services

1.90%

Consumer Defensive

1.00%

Energy

0.80%

Basic Materials

0.30%

Utilities

0.20%

Real Estate

0.20%

Market Cap Distribution

Mega Cap (> $200B)

13.79%

Large Cap ($10B - $200B)

6.54%

Mid Cap ($2B - $10B)

1.28%

Small Cap ($300M - $2B)

0.13%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.10%

N/A (ETF or Unknown)

78.14%

Portfolio Concentration

Top 10 Holdings %

29.38%

Top 20 Holdings %

42.99%

Top 50 Holdings %

65.15%

Top 100 Holdings %

78.91%