Beta Wealth Group, Inc.

Position in NVDA — Nvidia Corp

CIK 1594417 SAN DIEGO, CA

Position in NVDA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,732,179

+$100,319 QoQ

Shares Held

8,657

-7.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.90%

of 13F equity value

Holder Rank

#4,451

of 5,888 holders

Holding Since

Jun 2023

13 quarters on record

Technology · as of Jun 30, 2026

Beta Wealth Group, Inc. holds $4,565,314 across 5 Semiconductors names. NVDA ranks #1 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp This page	8,657	$1,732,179
2	QCOM	Qualcomm Inc/De	9,178	$1,696,001
3	AVGO	Broadcom Inc.	1,410	$532,627
4	AMD	Advanced Micro Devices Inc	610	$354,355
5	ON	On Semiconductor Corp	2,646	$250,152

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,732,179	8,657	-7.5%	Shares	Sole	2026-07-24
2026-03-31	$1,631,860	9,357	+1.9%	Shares	Sole	2026-05-07
2025-12-31	$1,712,816	9,184	-0.1%	Shares	Sole	2026-02-13
2025-09-30	$1,715,976	9,197	-16.3%	Shares	Sole	2025-11-07
2025-06-30	$1,736,942	10,994	-11.9%	Shares	Other	2025-08-11
2025-03-31	$1,353,015	12,484	-39.9%	Shares	Sole	2025-05-09
2024-12-31	$2,789,337	20,771	-3.2%	Shares	Sole	2025-01-31
2024-09-30	$2,606,223	21,461	+88.4%	Shares	Sole	2024-11-01
2024-06-30	$1,407,367	11,392	+2183.0%	Shares	Sole	2024-08-12
2024-03-31	$450,876	499	+6.4%	Shares	Sole	2024-05-15
2023-12-31	$232,258	469	-2.3%	Shares	Sole	2024-02-12
2023-09-30	$208,795	480	-5.5%	Shares	Sole	2023-11-13
2023-06-30	$214,894	508	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.