Position in NVDA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$228,596,422
+$35,556,027 QoQ
Shares Held
1,142,468
+3.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.92%
of 13F equity value
Holder Rank
#553
of 5,878 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Derivatives in NVDA
reported options exposure · as of Jun 30, 2026CallValue
$200,090
CallShares
1,000
PutValue
$3,421,539
PutShares
17,100
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, 2026HB Wealth Management, LLC holds $544,241,215 across 30 Semiconductors names. NVDA ranks #1 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
1,142,468 | $228,596,422 | |
| 2 | AVGO |
Broadcom Inc.
|
270,850 | $102,313,587 | |
| 3 | MU |
Micron Technology Inc
|
42,036 | $48,521,734 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
67,715 | $39,336,320 | |
| 5 | INTC |
Intel Corp
|
229,844 | $32,093,117 | |
| 6 | TXN |
Texas Instruments Inc
|
85,652 | $25,530,291 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
50,557 | $24,144,506 | |
| 8 | QCOM |
Qualcomm Inc/De
|
46,793 | $8,646,878 |
All Filings in NVDA
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,421,539 | 17,100 | Put | Sole | 2026-07-29 | |
| 2026-06-30 | $200,090 | 1,000 | Call | Sole | 2026-07-29 | |
| 2026-06-30 | $228,596,422 | 1,142,468 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,208,960 | 18,400 | Put | Sole | 2026-04-27 | |
| 2026-03-31 | $193,040,395 | 1,106,883 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $189,715,260 | 1,017,240 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $4,513,300 | 24,200 | Put | Sole | 2026-01-28 | |
| 2025-09-30 | $177,337,759 | 950,465 | Shares | Sole | 2025-10-23 | |
| 2025-09-30 | $3,395,756 | 18,200 | Put | Sole | 2025-10-23 | |
| 2025-06-30 | $3,823,358 | 24,200 | Put | Sole | 2025-07-17 | |
| 2025-06-30 | $134,534,804 | 851,540 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $102,512,848 | 945,865 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $3,034,640 | 28,000 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $325,140 | 3,000 | Call | Sole | 2025-05-07 | |
| 2024-12-31 | $3,760,120 | 28,000 | Put | Sole | 2025-01-15 | |
| 2024-12-31 | $118,750,632 | 884,285 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,400,320 | 28,000 | Put | Sole | 2024-10-15 | |
| 2024-09-30 | $485,760 | 4,000 | Call | Sole | 2024-10-15 | |
| 2024-09-30 | $102,104,323 | 840,780 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $85,556,515 | 692,541 | Shares | Sole | 2024-07-26 | |
| 2024-06-30 | $3,459,120 | 28,000 | Put | Sole | 2024-07-26 | |
| 2024-06-30 | $555,930 | 4,500 | Call | Sole | 2024-07-26 | |
| 2024-03-31 | $44,370,217 | 49,106 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $22,354,726 | 45,141 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $17,838,504 | 41,009 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $14,099,679 | 33,331 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $9,052,524 | 32,590 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,240,982 | 29,020 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,447,707 | 20,164 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,318,799 | 28,490 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $11,266,662 | 41,291 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,374,782 | 28,475 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||