Position in NVDA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,794,505
+$1,704,070 QoQ
Shares Held
58,946
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.87%
of 13F equity value
Holder Rank
#2,335
of 5,911 holders
Holding Since
Jun 2020
20 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, 2026Summit Wealth Partners, LLC holds $19,462,857 across 8 Semiconductors names. NVDA ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
58,946 | $11,794,505 | |
| 2 | AVGO |
Broadcom Inc.
|
6,985 | $2,638,583 | |
| 3 | MU |
Micron Technology Inc
|
1,598 | $1,844,555 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,792 | $1,040,990 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,734 | $828,106 | |
| 6 | INTC |
Intel Corp
|
5,484 | $765,730 | |
| 7 | TXN |
Texas Instruments Inc
|
1,032 | $307,608 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
815 | $242,780 |
All Filings in NVDA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,794,505 | 58,946 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,090,435 | 57,858 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,465,330 | 7,857 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,649,809 | 14,202 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,246,301 | 14,218 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,646,942 | 15,196 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,915,243 | 14,262 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,290,236 | 18,859 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,305,132 | 18,659 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $2,115,233 | 2,341 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $1,171,195 | 2,365 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $852,580 | 1,960 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $595,189 | 1,407 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $323,046 | 1,163 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $433,301 | 1,588 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $562,338 | 1,912 | Shares | Sole | 2024-09-10 | |
| 2021-09-30 | $391,118 | 1,888 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $335,241 | 419 | Shares | Sole | 2024-09-10 | |
| 2021-03-31 | $223,717 | 419 | Shares | Sole | 2024-09-10 | |
| 2020-06-30 | $228,707 | 602 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||