Position in NVDA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$21,389,220
+$4,661,993 QoQ
Shares Held
106,898
+11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.68%
of 13F equity value
Holder Rank
#1,760
of 5,893 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $47,836,388 across 11 Semiconductors names. NVDA ranks #1 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
106,898 | $21,389,220 | |
| 2 | ADI |
Analog Devices Inc
|
12,845 | $5,101,648 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
16,069 | $4,786,794 | |
| 4 | AVGO |
Broadcom Inc.
|
12,365 | $4,670,878 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
5,552 | $3,225,212 | |
| 6 | INTC |
Intel Corp
|
21,328 | $2,978,028 | |
| 7 | MU |
Micron Technology Inc
|
2,096 | $2,419,391 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,986 | $1,426,024 |
All Filings in NVDA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,389,220 | 106,898 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $16,727,227 | 95,913 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $18,663,987 | 100,075 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $16,124,430 | 86,421 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $13,775,464 | 87,192 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,478,956 | 59,780 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,423,896 | 47,836 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,462,371 | 44,980 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,794,958 | 38,813 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,847,780 | 2,045 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $682,413 | 1,378 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $628,560 | 1,445 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $296,537 | 701 | Shares | Sole | 2023-08-11 | |
| 2022-06-30 | $231,023 | 1,524 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $410,654 | 1,505 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $501,457 | 1,705 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $341,814 | 1,650 | Shares | Sole | 2021-12-10 | |
| 2021-06-30 | $300,037 | 375 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $200,224 | 375 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||