Falcon Wealth Planning

Position in NVDA — Nvidia Corp

CIK 1839850 Ontario, CA

Position in NVDA

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$12,791,953

+$2,179,365 QoQ

Shares Held

63,931

+5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.09%

of 13F equity value

Holder Rank

#2,259

of 5,911 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Technology · as of Jun 30, 2026

Falcon Wealth Planning holds $24,955,550 across 10 Semiconductors names. NVDA ranks #1 (51.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp This page	63,931	$12,791,953
2	MU	Micron Technology Inc	3,742	$4,319,353
3	AVGO	Broadcom Inc.	5,745	$2,170,173
4	INTC	Intel Corp	13,655	$1,906,647
5	AMD	Advanced Micro Devices Inc	2,279	$1,323,893
6	QCOM	Qualcomm Inc/De	3,741	$691,299
7	MCHP	Microchip Technology Inc	7,327	$668,222
8	TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,218	$581,680

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,791,953	63,931	+5.1%	Shares	Sole	2026-07-13
2026-03-31	$10,612,588	60,852	+6.2%	Shares	Sole	2026-04-21
2025-12-31	$10,688,315	57,310	+9.5%	Shares	Sole	2026-02-03
2025-09-30	$9,764,477	52,334	+15.4%	Shares	Sole	2025-10-10
2025-06-30	$7,167,848	45,369	+10.7%	Shares	Sole	2025-07-16
2025-03-31	$4,440,328	40,970	+7.7%	Shares	Sole	2025-04-24
2024-12-31	$5,110,674	38,057	+12.6%	Shares	Sole	2025-01-22
2024-09-30	$4,103,214	33,788	-4.8%	Shares	Sole	2024-10-30
2024-06-30	$4,386,287	35,505	+3036.5%	Shares	Sole	2024-07-16
2024-03-31	$1,022,829	1,132	+2.7%	Shares	Sole	2024-04-15
2023-12-31	$545,732	1,102	+33.3%	Shares	Sole	2024-01-10
2023-09-30	$359,736	827	+3.1%	Shares	Sole	2023-10-05
2023-06-30	$339,262	802	—	Shares	Sole	2023-07-13
No filing history on record for this holder in this stock.