Position in NVDA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$147,961,352
+$18,672,005 QoQ
Shares Held
739,474
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
18.21%
of 13F equity value
Holder Rank
#673
of 5,797 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)
Derivatives in NVDA
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$74,600
PutShares
400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $200,499,834 across 25 Semiconductors names. NVDA ranks #1 (73.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
739,474 | $147,961,352 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
27,331 | $15,876,851 | |
| 3 | AVGO |
Broadcom Inc.
|
22,745 | $8,591,923 | |
| 4 | TXN |
Texas Instruments Inc
|
28,671 | $8,545,964 | |
| 5 | MU |
Micron Technology Inc
|
6,939 | $8,009,618 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
20,311 | $6,050,443 | |
| 7 | QCOM |
Qualcomm Inc/De
|
11,886 | $2,196,413 | |
| 8 | INTC |
Intel Corp
|
10,336 | $1,443,215 |
All Filings in NVDA
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,961,352 | 739,474 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $129,289,347 | 741,338 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $74,600 | 400 | Put | Sole | 2026-01-27 | |
| 2025-12-31 | $140,470,308 | 753,192 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $142,456,068 | 763,512 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $124,378,259 | 787,254 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,387,264 | 12,800 | Put | Sole | 2025-04-21 | |
| 2025-03-31 | $86,220,408 | 795,538 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $107,072,774 | 797,325 | Shares | Sole | 2025-01-23 | |
| 2024-12-31 | $1,718,912 | 12,800 | Put | Sole | 2025-01-23 | |
| 2024-09-30 | $98,217,636 | 808,775 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $100,602,945 | 814,335 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $73,946,446 | 81,839 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $41,291,443 | 83,380 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $36,328,189 | 83,515 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $35,388,161 | 83,656 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $23,429,066 | 84,347 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $12,507,245 | 85,584 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $10,216,910 | 84,166 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $12,891,213 | 85,040 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $23,253,129 | 85,220 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $21,971,193 | 74,704 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $15,550,879 | 75,067 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,139,492 | 18,922 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $10,226,399 | 19,153 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $10,050,783 | 19,247 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $10,709,661 | 19,788 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $7,689,798 | 20,241 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $5,173,940 | 19,628 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||