Position in NVDA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,005,702
+$123,578 QoQ
Shares Held
10,024
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#4,314
of 5,911 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)
Position in Semiconductors
Technology · as of Jun 30, 2026Center for Financial Planning, Inc. holds $9,244,965 across 10 Semiconductors names. NVDA ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
9,980 | $3,769,945 | |
| 2 | NVDA |
Nvidia Corp
This page
|
10,024 | $2,005,702 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,963 | $1,721,236 | |
| 4 | ADI |
Analog Devices Inc
|
2,093 | $831,276 | |
| 5 | NXPI |
NXP Semiconductors N.V.
|
1,784 | $501,357 | |
| 6 | INTC |
Intel Corp
|
1,249 | $174,397 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
265 | $126,556 | |
| 8 | QCOM |
Qualcomm Inc/De
|
443 | $81,861 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,005,702 | 10,024 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,882,124 | 10,792 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,643,811 | 8,814 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,625,111 | 8,710 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,331,697 | 8,429 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $873,759 | 8,062 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $912,231 | 6,793 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $707,630 | 5,827 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $700,842 | 5,673 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $498,765 | 552 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $219,877 | 444 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $193,135 | 444 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $196,281 | 464 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $128,885 | 464 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $82,422 | 564 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $56,324 | 464 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $68,518 | 452 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $63,303 | 232 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $68,233 | 232 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $47,232 | 228 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $27,203 | 34 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $18,153 | 34 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $17,754 | 34 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $18,401 | 34 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,917 | 34 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $16,870 | 64 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||