Position in NVDA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$10,680,203
+$413,101 QoQ
Shares Held
53,377
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.89%
of 13F equity value
Holder Rank
#2,431
of 5,911 holders
Holding Since
Mar 2020
24 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, 2026WealthPLAN Partners, LLC holds $17,562,687 across 9 Semiconductors names. NVDA ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
53,377 | $10,680,203 | |
| 2 | AVGO |
Broadcom Inc.
|
4,679 | $1,767,491 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,395 | $1,391,279 | |
| 4 | MU |
Micron Technology Inc
|
1,101 | $1,270,873 | |
| 5 | TXN |
Texas Instruments Inc
|
3,487 | $1,039,369 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,781 | $530,542 | |
| 7 | QCOM |
Qualcomm Inc/De
|
2,563 | $473,616 | |
| 8 | INTC |
Intel Corp
|
1,813 | $253,149 |
All Filings in NVDA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,680,203 | 53,377 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,267,102 | 58,871 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $17,933,467 | 96,158 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,522,120 | 109,991 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $14,608,703 | 92,466 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $9,346,907 | 86,242 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,702,049 | 72,247 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,335,700 | 76,875 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $14,683,840 | 118,859 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $7,608,877 | 8,421 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $3,931,056 | 7,938 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $3,019,699 | 6,942 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $2,095,217 | 4,953 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,457,458 | 5,247 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,193,816 | 8,169 | Shares | Other | 2023-02-16 | |
| 2022-03-31 | $2,393,800 | 8,773 | Shares | Other | 2022-05-03 | |
| 2021-12-31 | $2,539,051 | 8,633 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $1,716,320 | 8,285 | Shares | Sole | 2021-12-09 | |
| 2021-06-30 | $6,148,768 | 7,685 | Shares | Other | 2021-08-19 | |
| 2021-03-31 | $1,010,732 | 1,893 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $976,514 | 1,870 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $1,014,246 | 1,874 | Shares | Other | 2020-12-18 | |
| 2020-06-30 | $729,430 | 1,920 | Shares | Other | 2020-08-19 | |
| 2020-03-31 | $487,660 | 1,850 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||