Position in NVDA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$17,672,348
+$1,507,038 QoQ
Shares Held
88,322
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.69%
of 13F equity value
Holder Rank
#1,926
of 5,878 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $64,367,287 across 11 Semiconductors names. NVDA ranks #1 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
88,322 | $17,672,348 | |
| 2 | AVGO |
Broadcom Inc.
|
44,787 | $16,918,289 | |
| 3 | TXN |
Texas Instruments Inc
|
46,385 | $13,825,976 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
10,701 | $6,216,317 | |
| 5 | QCOM |
Qualcomm Inc/De
|
21,750 | $4,019,182 | |
| 6 | INTC |
Intel Corp
|
13,283 | $1,854,705 | |
| 7 | MU |
Micron Technology Inc
|
1,525 | $1,760,292 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,471 | $1,180,075 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,672,348 | 88,322 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $16,165,310 | 92,691 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $17,573,335 | 94,227 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,530,683 | 93,958 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $9,801,225 | 62,037 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,127,371 | 56,536 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,600,814 | 56,600 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,707,738 | 55,235 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,540,185 | 85,318 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,475,633 | 10,487 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,296,377 | 10,695 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,284,216 | 9,849 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,536,043 | 10,723 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,126,301 | 11,255 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,192,392 | 15,002 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,714,755 | 14,126 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,055,408 | 13,559 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,814,278 | 10,314 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,979,334 | 10,130 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,043,219 | 9,863 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,235,479 | 2,794 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,038,552 | 3,818 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,166,085 | 4,148 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,387,321 | 4,411 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,818,258 | 4,786 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,190,154 | 4,515 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||