Arkadios Wealth Advisors NVDA — NVIDIA CORP COM

Ownership history in Arkadios Wealth Advisors  ·  39 quarters on record

AI Ownership Summary

Arkadios Wealth Advisors reported NVIDIA CORP COM (NVDA) in 39 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.37% in 2024 Q4. The latest visible filing shows NVDA at 2.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkadios Wealth Advisors's position in NVIDIA CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NVDA was reported at 2.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.37% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVDA stock page Arkadios Wealth Advisors fund profile Arkadios Wealth Advisors full holdings
How Arkadios Wealth Advisors held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 21 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 844,995 +842,995 +42149.8% 2.40% $147.4M 2026-05-18 $222.32
2026 Q1 REDUCED — — — 2,000 -826,722 -99.8% 0.01% $349K 2026-05-18 $222.32
2025 Q4 ADDED — — — 828,722 +816,722 +6806.0% 3.00% $154.6M 2026-02-13 $182.80
2025 Q4 ADDED — — — 12,000 +11,800 +5900.0% 0.04% $2.2M 2026-02-13 $182.80
2025 Q4 REDUCED 100.0% -6.5% ✅ 200 -724,147 -100.0% 0.00% $37K 2026-02-13 $182.80
2025 Q3 ADDED — — — 724,347 +722,347 +36117.3% 3.24% $135.1M 2025-10-29 $207.02
2025 Q3 ADDED — — — 2,000 +1,200 +150.0% 0.01% $373K 2025-10-29 $207.02
2025 Q3 REDUCED 99.9% +0.9% ❌ 800 -665,533 -99.9% 0.00% $149K 2025-10-29 $207.02
2025 Q2 ADDED — — — 666,333 +664,333 +33216.7% 3.10% $105.3M 2025-08-04 $179.97
2025 Q2 ADDED — — — 2,000 +1,100 +122.2% 0.01% $316K 2025-08-04 $179.97
2025 Q2 REDUCED 99.9% +15.1% ❌ 900 -604,493 -99.9% 0.00% $142K 2025-08-04 $179.97
2025 Q1 ADDED — — — 605,393 +603,393 +30169.7% 2.48% $65.6M 2025-05-08 $117.34
2025 Q1 REDUCED 99.6% +45.8% ❌ 2,000 -458,361 -99.6% 0.01% $217K 2025-05-08 $117.34
2024 Q4 ADDED — — — 460,361 +458,361 +22918.0% 3.37% $61.8M 2025-01-15 $136.20
2024 Q4 REDUCED 99.5% -19.3% ✅ 2,000 -432,445 -99.5% 0.01% $269K 2025-01-15 $136.20
2024 Q3 ADDED — — — 434,445 +432,445 +21622.2% 2.99% $52.8M 2024-10-24 $140.35
2024 Q3 REDUCED 99.5% +13.2% ❌ 2,000 -390,420 -99.5% 0.01% $243K 2024-10-24 $140.35
2024 Q2 ADDED — — — 392,420 +390,420 +19521.0% 3.27% $48.5M 2024-07-29 $111.54
2024 Q2 REDUCED 94.9% -1.7% ✅ 2,000 -37,007 -94.9% 0.02% $247K 2024-07-29 $111.54
2024 Q1 REDUCED — — — 39,007 -737 -1.9% 2.73% $35.2M 2024-04-30 $86.35
2023 Q4 ADDED — — — 39,744 +897 +2.3% 1.66% $19.7M 2024-01-24 $61.32
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NVDA

As of 2026 Q1 — sorted by position size

Discovery Value Fund 3Y 7Y 100.0% Donor Advised Charitable Giving, Inc. 3Y 7Y 98.69% Ivory Union Consulting Ltd 67.51% Golden Unicorn (BVI) Ltd 59.26% Linden Rose Investment LLC 3Y 54.41% GHE, LLC 3Y 54.21% MISHPACHA HOLDINGS CORP 50.97% M & L Capital Management Ltd 50.22% Palidye Holdings (Caymans) Ltd 47.85% Summa Corp. 45.79%

FAQ About Arkadios Wealth Advisors and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkadios Wealth Advisors reported owning NVDA?

Arkadios Wealth Advisors reported NVDA across 21 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NVDA position in Arkadios Wealth Advisors's portfolio?

The largest reported portfolio weight for NVDA was 3.37% in 2024 Q4.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q1, when Arkadios Wealth Advisors reported 844,995 shares, equal to 2.40% of portfolio, with an estimated market value of $147.4M.

What does the chart on this NVDA ownership page compare?

The chart compares Arkadios Wealth Advisors's quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arkadios Wealth Advisors time their NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, Arkadios Wealth Advisors correctly timed 24 out of 38 reported position changes (63%). The annualised alpha on NVDA relative to SPY over the holding period was +50.5%.

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