NVDA — NVIDIA CORPORATION

Ownership history in Lauer Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Lauer Wealth, LLC reported a position in NVIDIA CORPORATION (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.96% (2025 Q4)
Avg. % of fund
0.57%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,973 +2,653 +61.4% 0.96% $1.3M $186.49
2025 Q3 ADDED 4,320 +755 +21.2% 0.56% $777K $186.56
2025 Q2 REDUCED 3,565 -2,555 -41.7% 0.54% $649K $157.96
2025 Q1 ADDED 6,120 +1,685 +38.0% 0.51% $667K $108.35
2024 Q4 ADDED 4,435 +190 +4.5% 0.40% $596K $134.25
2024 Q3 INITIATED 4,245 — — 0.46% $592K $121.39
% of Fund (quarterly)    NVDA price (monthly, adj. close)

Other funds also holding NVDA

As of 2025 Q4 — sorted by position size

Donor Advised Charitable Giving, Inc. 3Y 7Y 98.57% Discovery Value Fund 3Y 7Y 97.65% GHE, LLC 3Y 56.3% Summa Corp. 50.8% MINDSET WEALTH MANAGEMENT, LLC 46.22% Ketron Financial 44.81% One River Asset Management, LLC 37.61% Nelson Capital Management, LLC 3Y 7Y 34.93% MISHPACHA HOLDINGS CORP 33.62% HOEY INVESTMENTS, INC 3Y 32.47%
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