Position in NVDA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,754,037
+$1,121,441 QoQ
Shares Held
33,755
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#2,950
of 5,917 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Beacon Financial Advisory LLC holds $17,030,253 across 9 Semiconductors names. NVDA ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
33,755 | $6,754,037 | |
| 2 | AVGO |
Broadcom Inc.
|
6,812 | $2,573,233 | |
| 3 | MU |
Micron Technology Inc
|
2,222 | $2,564,832 | |
| 4 | QCOM |
Qualcomm Inc/De
|
9,970 | $1,842,356 | |
| 5 | INTC |
Intel Corp
|
8,486 | $1,184,900 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,445 | $839,414 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,107 | $528,669 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,531 | $456,069 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,754,037 | 33,755 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,632,596 | 32,297 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,819,732 | 31,205 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,387,752 | 34,236 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,565,039 | 35,224 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,192,549 | 29,457 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,374,631 | 32,576 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,835,075 | 31,580 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,093,992 | 33,139 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,977,230 | 3,295 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,971,470 | 3,981 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,834,787 | 4,218 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,684,888 | 3,983 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,112,468 | 4,005 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $508,421 | 3,479 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $459,582 | 3,786 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,102,968 | 7,276 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,026,531 | 7,427 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,151,708 | 7,316 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,475,393 | 7,122 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,414,576 | 1,768 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,025,149 | 1,920 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $950,404 | 1,820 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $742,553 | 1,372 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $471,090 | 1,240 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $302,349 | 1,147 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||