Position in NVDA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,750,036
+$384,998 QoQ
Shares Held
13,744
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.46%
of 13F equity value
Holder Rank
#3,959
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, 2026Smallwood Wealth Investment Management, LLC holds $4,742,432 across 12 Semiconductors names. NVDA ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
13,744 | $2,750,036 | |
| 2 | AVGO |
Broadcom Inc.
|
1,655 | $625,176 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
1,690 | $503,434 | |
| 4 | MU |
Micron Technology Inc
|
432 | $498,653 | |
| 5 | INTC |
Intel Corp
|
953 | $133,067 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
213 | $123,733 | |
| 7 | ALAB |
Astera Labs, Inc.
|
125 | $60,377 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
50 | $23,878 |
All Filings in NVDA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,750,036 | 13,744 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,365,038 | 13,561 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,529,126 | 13,561 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,549,429 | 13,664 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,134,760 | 13,512 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $1,473,100 | 13,592 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,852,127 | 13,792 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,684,008 | 13,867 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,793,800 | 14,520 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,301,126 | 1,440 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $713,116 | 1,440 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $617,685 | 1,420 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $644,259 | 1,523 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $414,710 | 1,493 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $310,985 | 2,128 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $257,953 | 2,125 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $367,605 | 2,425 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $406,561 | 1,490 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $439,106 | 1,493 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||