Position in NVDA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$29,437,237
+$3,659,873 QoQ
Shares Held
147,120
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.71%
of 13F equity value
Holder Rank
#1,487
of 5,893 holders
Holding Since
Jun 2021
21 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 Sep 30, 2024CallValue
$3,585
CallShares
200
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, 2026Advisor OS, LLC holds $55,416,677 across 12 Semiconductors names. NVDA ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
147,120 | $29,437,237 | |
| 2 | AVGO |
Broadcom Inc.
|
21,361 | $8,069,115 | |
| 3 | MU |
Micron Technology Inc
|
3,667 | $4,232,779 | |
| 4 | TXN |
Texas Instruments Inc
|
8,893 | $2,650,734 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
4,414 | $2,564,133 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,290 | $2,048,773 | |
| 7 | INTC |
Intel Corp
|
13,408 | $1,872,156 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
4,576 | $1,363,142 |
All Filings in NVDA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,437,237 | 147,120 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $25,777,364 | 147,806 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $26,300,602 | 141,022 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $27,112,311 | 145,312 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,962,187 | 139,010 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,759,922 | 126,960 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $16,809,209 | 125,171 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $15,271,319 | 125,752 | Shares | Sole | 2024-11-04 | |
| 2024-09-30 | $3,585 | 200 | Call | Sole | 2024-11-04 | |
| 2024-06-30 | $14,756,972 | 119,451 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $12,114,928 | 13,408 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,279,386 | 12,680 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,751,869 | 13,223 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,042,816 | 11,921 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,817,138 | 10,142 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,208,721 | 8,271 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $823,142 | 6,781 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,185,885 | 7,823 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,191,882 | 8,033 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,671,397 | 9,083 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,782,400 | 8,604 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,692,209 | 2,115 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||