Position in NVDA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,960,931
+$812,672 QoQ
Shares Held
14,798
+20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.68%
of 13F equity value
Holder Rank
#3,870
of 5,893 holders
Holding Since
Mar 2020
23 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, 2026Bernardo Wealth Planning LLC holds $7,488,756 across 7 Semiconductors names. NVDA ranks #1 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
14,798 | $2,960,931 | |
| 2 | AVGO |
Broadcom Inc.
|
3,123 | $1,179,713 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
1,913 | $1,111,280 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,837 | $877,296 | |
| 5 | MU |
Micron Technology Inc
|
640 | $738,745 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,259 | $375,043 | |
| 7 | INTC |
Intel Corp
|
1,760 | $245,748 |
All Filings in NVDA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,960,931 | 14,798 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,148,259 | 12,318 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,122,929 | 11,383 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,844,903 | 9,888 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,383,834 | 8,759 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,036,546 | 9,564 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,161,071 | 8,646 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,310 | 9,569 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $987,825 | 7,996 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $417,444 | 462 | Shares | Sole | 2024-05-07 | |
| 2023-06-30 | $201,357 | 476 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $518,874 | 1,868 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $354,974 | 2,429 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $359,921 | 2,965 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $425,513 | 2,807 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $587,467 | 2,153 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $457,046 | 1,554 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $314,261 | 1,517 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $269,633 | 337 | Shares | Sole | 2021-07-30 | |
| 2020-12-31 | $975,469 | 1,868 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $996,927 | 1,842 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $664,466 | 1,749 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $469,208 | 1,780 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||