Position in NVDA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,758,340
+$695,518 QoQ
Shares Held
23,781
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
#3,365
of 5,892 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $8,568,542 across 14 Semiconductors names. NVDA ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
23,781 | $4,758,340 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
2,526 | $1,467,378 | |
| 3 | MU |
Micron Technology Inc
|
442 | $510,196 | |
| 4 | QCOM |
Qualcomm Inc/De
|
2,526 | $466,779 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
905 | $432,200 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
980 | $266,511 | |
| 7 | INTC |
Intel Corp
|
1,500 | $209,445 | |
| 8 | TXN |
Texas Instruments Inc
|
636 | $189,572 |
All Filings in NVDA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,758,340 | 23,781 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,062,822 | 23,296 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,326,613 | 23,199 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,561,507 | 24,448 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,840,262 | 24,307 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,644,472 | 24,400 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,375,379 | 25,135 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||