Position in NVDA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$770,152,773
+$141,604,362 QoQ
Shares Held
3,849,032
+6.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
6.79%
of 13F equity value
Holder Rank
#294
of 5,918 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 Jun 30, 2025CallValue
$1
CallShares
100
PutValue
$0
PutShares
0
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, 2026AE Wealth Management LLC holds $1,730,562,791 across 22 Semiconductors names. NVDA ranks #1 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
3,849,032 | $770,152,773 | |
| 2 | AVGO |
Broadcom Inc.
|
787,667 | $297,541,180 | |
| 3 | MU |
Micron Technology Inc
|
254,095 | $293,299,275 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
325,655 | $189,176,205 | |
| 5 | INTC |
Intel Corp
|
445,107 | $62,150,249 | |
| 6 | TXN |
Texas Instruments Inc
|
87,534 | $26,091,224 | |
| 7 | SWKS |
Skyworks Solutions, Inc.
|
345,014 | $23,391,921 | |
| 8 | ADI |
Analog Devices Inc
|
53,058 | $21,073,011 |
All Filings in NVDA
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,152,773 | 3,849,032 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $628,548,411 | 3,604,413 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $572,889,378 | 3,071,793 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $521,874,678 | 2,797,056 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $434,105,146 | 2,747,675 | Shares | Other | 2025-08-06 | |
| 2025-06-30 | $1 | 100 | Call | Sole | 2025-08-06 | |
| 2025-03-31 | $273,750,734 | 2,525,842 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $307,961,194 | 2,293,255 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $263,975,694 | 2,173,713 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $220,394,237 | 1,783,991 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $137,323,940 | 151,981 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $177,988,009 | 359,412 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $142,939,887 | 328,605 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $124,005,774 | 293,144 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $95,852,593 | 345,079 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $51,838,050 | 354,715 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $39,300,619 | 323,755 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $47,884,400 | 315,881 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $70,202,239 | 257,283 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $62,279,557 | 211,756 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $42,130,336 | 203,371 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $39,319,314 | 49,143 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $25,647,423 | 48,035 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $23,826,941 | 45,628 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $22,246,848 | 41,105 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $14,867,476 | 39,134 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $7,663,906 | 29,074 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||