Position in NVDA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$128,710,693
-$6,817,639 QoQ
Shares Held
643,264
-17.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#737
of 5,878 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Derivatives in NVDA
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,000,450
PutShares
5,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Clearstead Advisors, LLC holds $392,964,077 across 45 Semiconductors names. NVDA ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
643,264 | $128,710,693 | |
| 2 | AVGO |
Broadcom Inc.
|
157,661 | $59,556,442 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
92,765 | $53,888,116 | |
| 4 | MU |
Micron Technology Inc
|
43,110 | $49,761,441 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
98,931 | $29,470,555 | |
| 6 | TXN |
Texas Instruments Inc
|
92,299 | $27,511,562 | |
| 7 | INTC |
Intel Corp
|
103,423 | $14,440,953 | |
| 8 | QCOM |
Qualcomm Inc/De
|
45,451 | $8,398,890 |
All Filings in NVDA
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,710,693 | 643,264 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $1,000,450 | 5,000 | Put | Sole | 2026-08-06 | |
| 2026-03-31 | $135,528,332 | 777,112 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $17,440 | 100 | Call | Sole | 2026-05-06 | |
| 2026-03-31 | $872,000 | 5,000 | Put | Sole | 2026-05-06 | |
| 2025-12-31 | $101,105,939 | 542,123 | Shares | Sole | 2026-02-09 | |
| 2025-12-31 | $932,500 | 5,000 | Put | Sole | 2026-02-09 | |
| 2025-09-30 | $94,738,793 | 507,765 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $79,474,973 | 503,038 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $52,655,664 | 485,843 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $66,251,971 | 493,350 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $62,047,582 | 510,932 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $63,439,148 | 513,511 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,709,234 | 12,959 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $742,830 | 1,500 | Principal | Sole | 2024-02-12 | |
| 2023-12-31 | $5,846,567 | 11,806 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,975,850 | 11,439 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,871,498 | 11,516 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,951,306 | 10,625 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,404,259 | 9,609 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,109,383 | 9,139 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,313,527 | 8,665 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,044,812 | 7,494 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,085,828 | 7,092 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,129,566 | 15,107 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,248,406 | 4,060 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,176,306 | 4,076 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,985,404 | 3,802 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,057,718 | 3,802 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,085,028 | 2,856 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $711,456 | 2,699 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||