Position in NVDA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$111,420,916
+$13,103,440 QoQ
Shares Held
556,854
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
43.96%
of 13F equity value
Holder Rank
#786
of 5,892 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Derivatives in NVDA
reported options exposure · as of Jun 30, 2024CallValue
$3,706
CallShares
30
PutValue
$0
PutShares
0
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, 2026Westwood Wealth Management holds $145,742,739 across 4 Semiconductors names. NVDA ranks #1 (76.5% of the industry book) .
All Filings in NVDA
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,420,916 | 556,854 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $98,317,476 | 563,747 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,904,351 | 10,211 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $104,512,973 | 560,151 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $105,114,696 | 665,325 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $75,478,433 | 696,424 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $104,231,869 | 776,170 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $95,062,746 | 782,796 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,706 | 30 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $98,970,364 | 801,120 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $67,589,902 | 74,804 | Shares | Sole | 2024-05-01 | |
| 2024-03-31 | $388,530 | 430 | Call | Sole | 2024-05-01 | |
| 2024-03-31 | $271,068 | 300 | Put | Sole | 2024-05-01 | |
| 2023-12-31 | $37,759,039 | 76,247 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $20,009,540 | 46,000 | Call | Sole | 2023-11-08 | |
| 2023-09-30 | $33,762,618 | 77,617 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,115,100 | 5,000 | Call | Sole | 2023-07-26 | |
| 2023-06-30 | $32,492,166 | 76,810 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $21,182,740 | 76,260 | Shares | Sole | 2023-04-25 | |
| 2023-03-31 | $2,777,700 | 10,000 | Call | Sole | 2023-04-25 | |
| 2022-12-31 | $29,228 | 200 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $11,617,545 | 79,496 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,749,184 | 72,075 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $1,213,900 | 10,000 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $11,318,467 | 74,665 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $13,643,000 | 50,000 | Call | Sole | 2022-05-11 | |
| 2022-03-31 | $23,609,211 | 86,525 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $31,546,826 | 107,262 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $4,029,307 | 13,700 | Call | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||