Position in NVDA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,372,617
+$326,217 QoQ
Shares Held
6,860
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#4,668
of 5,893 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026HERITAGE OAK WEALTH ADVISORS LLC holds $12,604,242 across 8 Semiconductors names. NVDA ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
8,406 | $4,883,129 | |
| 2 | MU |
Micron Technology Inc
|
3,651 | $4,214,312 | |
| 3 | NVDA |
Nvidia Corp
This page
|
6,860 | $1,372,617 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
2,019 | $715,876 | |
| 5 | AVGO |
Broadcom Inc.
|
1,525 | $576,068 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,192 | $355,084 | |
| 7 | ALAB |
Astera Labs, Inc.
|
518 | $250,204 | |
| 8 | INTC |
Intel Corp
|
1,697 | $236,952 |
All Filings in NVDA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,372,617 | 6,860 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,046,400 | 6,000 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $806,053 | 4,322 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $789,979 | 4,234 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $635,593 | 4,023 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $468,526 | 4,323 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $591,816 | 4,407 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,007,335 | 41,233 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,770,945 | 14,335 | Shares | Sole | 2024-08-28 | |
| No filing history on record for this holder in this stock. | ||||||