Position in NVDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,750,986
+$1,357,502 QoQ
Shares Held
28,742
+14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
#3,131
of 5,893 holders
Holding Since
Jun 2024
9 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, 2026PLANNING ALTERNATIVES LTD /ADV holds $12,010,777 across 9 Semiconductors names. NVDA ranks #1 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
28,742 | $5,750,986 | |
| 2 | AVGO |
Broadcom Inc.
|
5,147 | $1,944,279 | |
| 3 | MU |
Micron Technology Inc
|
931 | $1,074,643 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,553 | $902,153 | |
| 5 | INTC |
Intel Corp
|
5,063 | $706,946 | |
| 6 | TXN |
Texas Instruments Inc
|
2,206 | $657,542 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
1,345 | $400,662 | |
| 8 | ADI |
Analog Devices Inc
|
784 | $311,381 |
All Filings in NVDA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,750,986 | 28,742 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,393,484 | 25,192 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,712,282 | 19,905 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,346,312 | 17,935 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,775,491 | 11,238 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,179,066 | 10,879 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $351,571 | 2,618 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $296,799 | 2,444 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $214,959 | 1,740 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||