Position in NVDA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,597,918
+$220,333 QoQ
Shares Held
7,986
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.82%
of 13F equity value
Holder Rank
#4,526
of 5,893 holders
Holding Since
Dec 2025
3 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, 2026DWR WEALTH MANAGEMENT, LLC holds $1,811,014 across 2 Semiconductors names. NVDA ranks #1 (88.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
7,986 | $1,597,918 | |
| 2 | ARM |
Arm Holdings PLC /Uk
|
601 | $213,096 |
All Filings in NVDA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,597,918 | 7,986 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,377,585 | 7,899 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,432,693 | 7,682 | Shares | Sole | 2026-04-01 | |
| No filing history on record for this holder in this stock. | ||||||