Position in NVDA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$42,928,108
+$22,245,838 QoQ
Shares Held
214,544
+80.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.42%
of 13F equity value
Holder Rank
#1,214
of 5,911 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)
Position in Semiconductors
Technology · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $95,067,896 across 13 Semiconductors names. NVDA ranks #1 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
214,544 | $42,928,108 | |
| 2 | AVGO |
Broadcom Inc.
|
51,864 | $19,591,626 | |
| 3 | ADI |
Analog Devices Inc
|
14,864 | $5,903,534 | |
| 4 | MU |
Micron Technology Inc
|
4,307 | $4,971,527 | |
| 5 | INTC |
Intel Corp
|
29,821 | $4,163,906 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
7,143 | $4,149,440 | |
| 7 | QCOM |
Qualcomm Inc/De
|
17,757 | $3,281,316 | |
| 8 | MPWR |
Monolithic Power Systems, Inc.
|
1,947 | $2,691,454 |
All Filings in NVDA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,928,108 | 214,544 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $20,682,270 | 118,591 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $19,293,238 | 103,449 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $20,392,820 | 109,298 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $13,685,409 | 86,622 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,284,372 | 85,665 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,752,695 | 57,731 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,599,292 | 54,342 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,587,209 | 61,415 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,408,710 | 5,986 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,642,493 | 5,336 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,184,084 | 5,021 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,956,467 | 4,625 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,290,519 | 4,646 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $650,030 | 4,448 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $496,485 | 4,090 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,468,149 | 9,685 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,189,428 | 8,024 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,210,530 | 7,516 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||