Position in NVDA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,857,683
+$4,002,717 QoQ
Shares Held
54,264
+38.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.21%
of 13F equity value
Holder Rank
#2,411
of 5,893 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, 2026Peak Retirement Planning, Inc. holds $33,930,451 across 9 Semiconductors names. NVDA ranks #1 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
54,264 | $10,857,683 | |
| 2 | MU |
Micron Technology Inc
|
5,948 | $6,865,716 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
10,172 | $5,909,016 | |
| 4 | AVGO |
Broadcom Inc.
|
13,384 | $5,055,806 | |
| 5 | MPWR |
Monolithic Power Systems, Inc.
|
2,931 | $4,051,697 | |
| 6 | INTC |
Intel Corp
|
2,777 | $387,752 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
656 | $313,285 | |
| 8 | TXN |
Texas Instruments Inc
|
831 | $247,696 |
All Filings in NVDA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,857,683 | 54,264 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,854,966 | 39,306 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,282,998 | 33,689 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,678,169 | 14,354 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,081,202 | 13,173 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $1,161,941 | 10,721 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $1,299,121 | 9,674 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||