NVDA β€” NVIDIA CORPORATION

Ownership history in Compass Wealth Management, LLC/GA  Β·  3 quarters on record

AI Ownership Summary

Compass Wealth Management, LLC/GA reported NVIDIA CORPORATION (NVDA) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 4.35% in 2025 Q2. The latest visible filing shows NVDA at 3.97% 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.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Compass Wealth Management, LLC/GA's position in NVIDIA CORPORATION, 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
2025 Q4

NVDA was reported at 3.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.35% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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.

How Compass Wealth Management, LLC/GA held NVDA β€” position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 51,660 -16 -0.0% 3.97% $9.6M 2026-02-14 (Est.) $182.80
2025 Q3 ADDED 51,676 +241 +0.5% 4.27% $9.6M 2025-11-13 $186.84
2025 Q2 INITIATED 51,435 β€” β€” 4.35% $8.1M 2025-08-14 $181.99

FAQ About Compass Wealth Management, LLC/GA and NVDA

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

How long has Compass Wealth Management, LLC/GA reported owning NVDA?

Compass Wealth Management, LLC/GA reported NVDA across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported NVDA position in Compass Wealth Management, LLC/GA's portfolio?

The largest reported portfolio weight for NVDA was 4.35% in 2025 Q2.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when Compass Wealth Management, LLC/GA reported 51,660 shares, equal to 3.97% of portfolio, with an estimated market value of $9.6M.

What does the chart on this NVDA ownership page compare?

The chart compares Compass Wealth Management, LLC/GA'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.

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