ELEVATE WEALTH ADVISORY, INC NVDA — NVIDIA CORPORATION

Ownership history in ELEVATE WEALTH ADVISORY, INC  ·  8 quarters on record

AI Ownership Summary

ELEVATE WEALTH ADVISORY, INC reported NVIDIA CORPORATION (NVDA) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.46% in 2024 Q4. The latest visible filing shows NVDA at 0.38% 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 ELEVATE WEALTH ADVISORY, INC'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 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% 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
2024 Q1 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.

NVDA stock page ELEVATE WEALTH ADVISORY, INC fund profile ELEVATE WEALTH ADVISORY, INC full holdings
How ELEVATE WEALTH ADVISORY, INC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 2,984 +296 +11.0% 0.38% $556K 2026-02-14 (Est.) $182.80
2025 Q3 REDUCED — — — 2,688 -41 -1.5% 0.36% $501K 2025-10-24 $186.24
2025 Q2 REDUCED 40.9% +15.1% ❌ 2,729 -1,888 -40.9% 0.31% $431K 2025-07-23 $170.75
2025 Q1 ADDED — — — 4,617 +77 +1.7% 0.35% $500K 2025-05-14 $135.31
2024 Q4 ADDED — — — 4,540 +302 +7.1% 0.46% $610K 2025-02-11 $132.76
2024 Q3 ADDED — — — 4,238 +27 +0.6% 0.38% $515K 2024-11-13 $146.21
2024 Q2 ADDED — — — 4,211 +3,809 +947.5% 0.42% $520K 2024-08-12 $108.97
2024 Q1 INITIATED — — — 402 — — 0.32% $364K 2024-05-02 $85.77

🏢 Other funds also holding NVDA

As of 2026 Q1 — sorted by position size

Donor Advised Charitable Giving, Inc. 3Y 7Y 98.69% Ivory Union Consulting Ltd 67.51% Linden Rose Investment LLC 3Y 54.41% GHE, LLC 3Y 54.21% MISHPACHA HOLDINGS CORP 50.97% M & L Capital Management Ltd 50.22% Summa Corp. 45.79% Ketron Financial 44.38% MINDSET WEALTH MANAGEMENT, LLC 44.29% KIECKHEFER GROUP LLC 39.64%

FAQ About ELEVATE WEALTH ADVISORY, INC and NVDA

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

How long has ELEVATE WEALTH ADVISORY, INC reported owning NVDA?

ELEVATE WEALTH ADVISORY, INC reported NVDA across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported NVDA position in ELEVATE WEALTH ADVISORY, INC's portfolio?

The largest reported portfolio weight for NVDA was 0.46% in 2024 Q4.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when ELEVATE WEALTH ADVISORY, INC reported 2,984 shares, equal to 0.38% of portfolio, with an estimated market value of $556K.

What does the chart on this NVDA ownership page compare?

The chart compares ELEVATE WEALTH ADVISORY, INC'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 ELEVATE WEALTH ADVISORY, INC time their NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, ELEVATE WEALTH ADVISORY, INC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on NVDA relative to SPY over the holding period was +27.6%.

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