Position in NVDA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$52,520,423
+$4,437,297 QoQ
Shares Held
262,484
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.38%
of 13F equity value
Holder Rank
#1,095
of 5,893 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $118,557,814 across 10 Semiconductors names. NVDA ranks #1 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
262,484 | $52,520,423 | |
| 2 | INTC |
Intel Corp
|
102,069 | $14,251,894 | |
| 3 | AVGO |
Broadcom Inc.
|
35,818 | $13,530,249 | |
| 4 | MU |
Micron Technology Inc
|
9,983 | $11,523,276 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
18,847 | $10,948,410 | |
| 6 | TXN |
Texas Instruments Inc
|
17,878 | $5,328,895 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
10,564 | $3,146,909 | |
| 8 | QCOM |
Qualcomm Inc/De
|
16,873 | $3,117,960 |
All Filings in NVDA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,520,423 | 262,484 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $48,083,126 | 275,706 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $38,560,926 | 206,761 | Shares | Other | 2026-02-05 | |
| 2025-09-30 | $29,123,272 | 156,090 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $28,299,800 | 179,124 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $11,931,662 | 110,091 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $11,017,420 | 82,042 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $11,119,410 | 91,563 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $5,723,855 | 46,332 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,632,973 | 2,914 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,597,579 | 3,226 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,287,570 | 2,960 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,125,233 | 2,660 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $805,533 | 2,900 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,193,816 | 8,169 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,016,761 | 8,376 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $2,393,800 | 8,773 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||