Position in NVDA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$33,935,063
+$10,252,415 QoQ
Shares Held
169,599
+24.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
7.02%
of 13F equity value
Holder Rank
#1,375
of 5,893 holders
Holding Since
Mar 2024
10 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, 2026CallValue
$0
CallShares
0
PutValue
$6,042,718
PutShares
30,200
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, 2026Triad Wealth Partners, LLC holds $60,116,139 across 12 Semiconductors names. NVDA ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
169,599 | $33,935,063 | |
| 2 | AVGO |
Broadcom Inc.
|
25,720 | $9,715,730 | |
| 3 | MU |
Micron Technology Inc
|
3,318 | $3,829,934 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
6,082 | $3,533,094 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,417 | $2,109,426 | |
| 6 | INTC |
Intel Corp
|
13,263 | $1,851,912 | |
| 7 | QCOM |
Qualcomm Inc/De
|
8,896 | $1,643,891 | |
| 8 | TXN |
Texas Instruments Inc
|
4,084 | $1,217,317 |
All Filings in NVDA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,935,063 | 169,599 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $6,042,718 | 30,200 | Put | Sole | 2026-08-10 | |
| 2026-03-31 | $23,682,648 | 135,795 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $15,911,620 | 85,317 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $13,726,877 | 73,571 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,407,835 | 46,888 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,239,261 | 29,888 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,271,572 | 24,362 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,431,714 | 20,024 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,073,495 | 16,784 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $934,281 | 1,034 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||