PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in NVDA — Nvidia Corp
CIK 2145782
WALTHAM, MA
Position in NVDA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,274,322
+$967,175 QoQ
Shares Held
21,362
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.39%
of 13F equity value
Holder Rank
#3,504
of 5,911 holders
Holding Since
Dec 2022
15 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $6,048,294 across 11 Semiconductors names. NVDA ranks #1 (70.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
21,362 | $4,274,322 | |
| 2 | AVGO |
Broadcom Inc.
|
1,167 | $440,834 | |
| 3 | ALMU |
Aeluma, Inc.
|
15,900 | $351,072 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
964 | $262,159 | |
| 5 | INTC |
Intel Corp
|
1,696 | $236,812 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
241 | $139,999 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
63 | $87,088 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
182 | $86,917 |
All Filings in NVDA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,274,322 | 21,362 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,307,147 | 18,963 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $3,756,296 | 20,141 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $3,068,867 | 16,448 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $2,565,757 | 16,240 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $1,791,521 | 16,530 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $2,343,494 | 17,451 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $2,100,061 | 17,293 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $3,118,520 | 25,243 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $2,366,423 | 2,619 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $1,334,122 | 2,694 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $1,192,307 | 2,741 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $79,950 | 189 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $836,643 | 3,012 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $461,363 | 3,157 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||