Position in NVDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,690,459
+$533,122 QoQ
Shares Held
18,444
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#3,647
of 5,893 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, 2026Heritage Wealth Advisors holds $17,267,360 across 13 Semiconductors names. NVDA ranks #1 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
18,444 | $3,690,459 | |
| 2 | AVGO |
Broadcom Inc.
|
8,909 | $3,365,374 | |
| 3 | MU |
Micron Technology Inc
|
2,832 | $3,268,949 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
6,156 | $2,939,920 | |
| 5 | INTC |
Intel Corp
|
8,698 | $1,214,501 | |
| 6 | QCOM |
Qualcomm Inc/De
|
3,918 | $724,007 | |
| 7 | MCHP |
Microchip Technology Inc
|
7,612 | $694,214 | |
| 8 | TXN |
Texas Instruments Inc
|
2,284 | $680,791 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,690,459 | 18,444 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,157,337 | 18,104 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,479,981 | 50,831 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,849,420 | 42,070 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,167,216 | 45,365 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,912,323 | 45,325 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,087,097 | 45,328 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,403,652 | 52,731 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,357,481 | 67,650 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $6,115,294 | 6,768 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $3,541,813 | 7,152 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $3,287,219 | 7,557 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $3,217,067 | 7,605 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,093,580 | 3,937 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $437,835 | 2,996 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $468,079 | 3,856 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $662,448 | 4,370 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,052,148 | 3,856 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,134,088 | 3,856 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $786,379 | 3,796 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $759,294 | 949 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $391,906 | 734 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $344,129 | 659 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $327,438 | 605 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $229,846 | 605 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $159,478 | 605 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||