Position in NVDA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,441,045
-$2,704,035 QoQ
Shares Held
67,175
-27.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.94%
of 13F equity value
Holder Rank
#1,049
of 3,421 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Derivatives in NVDA
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$244,160
PutShares
1,400
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, 2026MBL Wealth, LLC holds $36,020,442 across 15 Semiconductors names. NVDA ranks #1 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
67,175 | $13,441,045 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
10,479 | $6,087,355 | |
| 3 | AVGO |
Broadcom Inc.
|
14,913 | $5,633,385 | |
| 4 | MU |
Micron Technology Inc
|
3,632 | $4,192,380 | |
| 5 | INTC |
Intel Corp
|
13,533 | $1,889,611 | |
| 6 | ALAB |
Astera Labs, Inc.
|
1,860 | $898,417 | |
| 7 | SIMO |
Silicon Motion Technology CORP
|
2,050 | $683,326 | |
| 8 | SITM |
SITIME Corp
|
825 | $615,087 |
All Filings in NVDA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,441,045 | 67,175 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $244,160 | 1,400 | Put | Sole | 2026-04-28 | |
| 2026-03-31 | $16,145,080 | 92,575 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $17,225,513 | 92,362 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $14,128,583 | 75,724 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $12,184,503 | 77,122 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $8,390,779 | 77,420 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $9,515,654 | 70,859 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $8,476,147 | 69,797 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $8,558,480 | 69,277 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $6,105,354 | 6,757 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,495,757 | 7,059 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,022,309 | 6,948 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,922,221 | 6,908 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,881,335 | 6,773 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $939 | 6,428 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $745 | 6,138 | Shares | Sole | 2023-01-12 | |
| 2022-06-30 | $901 | 5,945 | Shares | Sole | 2023-01-12 | |
| 2022-03-31 | $1,160,746 | 4,254 | Shares | Sole | 2022-05-02 | |
| 2021-03-31 | $261,092 | 489 | Shares | Defined | 2021-05-27 | |
| 2020-12-31 | $226,634 | 434 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||