Position in NVDA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$870,191
+$181,486 QoQ
Shares Held
4,349
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.93%
of 13F equity value
Holder Rank
#5,030
of 5,893 holders
Holding Since
Jun 2025
5 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, 2026Cascade Wealth Advisors, Inc holds $1,168,081 across 2 Semiconductors names. NVDA ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
4,349 | $870,191 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
1,000 | $297,890 |
All Filings in NVDA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $870,191 | 4,349 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $688,705 | 3,949 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $706,462 | 3,788 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $366,256 | 1,963 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $310,134 | 1,963 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||