NVDA β€” NVIDIA CORPORATION

Ownership history in Leo Wealth, LLC  Β·  9 quarters on record

This page tracks every 13F SEC filing in which Leo 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.06% (2024 Q2)
πŸ“Š Avg. % of fund
0.88%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

Leo Wealth, LLC Γ— NVDA AI Analytics

πŸ“ˆ Leo Wealth, LLC outperformed the S&P 500 by +34.4% annually on this NVDA position. Timing score: 57% (4/7 decisions correct). Average cost basis: $145.87. Maximum drawdown during holding period: –19.3%.

πŸ“ˆ Position Alpha vs SPY
+34.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 34.4% per year on this position.
7 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 7 add/trim decisions correct

πŸ’° Entry Quality
$145.87
+27.8% vs current ($186.49)

Best entry: $90.31 (2024 Q1)  Β·  Worst: $186.49 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–19.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
56%
buy-side decisions

5 adds Β· 4 trims. Bought during 1 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Leo Wealth, LLC has been actively increasing its NVDA allocation β€” a bullish signal from insiders.
Currently 0.92% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NVDA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 68,244 +30,581 +81.2% 0.92% $12.7M $186.49
2025 Q3 REDUCED 37,663 -35,741 -48.7% 0.91% $7.0M $186.56
2025 Q2 ADDED 73,404 +36,057 +96.5% 0.90% $11.6M $157.96
2025 Q1 REDUCED 37,347 -40,213 -51.8% 0.58% $4.0M $108.35
2024 Q4 REDUCED 77,560 -1,222 -1.6% 0.93% $10.4M $134.25
2024 Q3 REDUCED 78,782 -5,427 -6.4% 0.87% $9.6M $121.39
2024 Q2 ADDED 84,209 +73,490 +685.6% 1.06% $10.4M $123.48
2024 Q1 ADDED 10,719 +598 +5.9% 0.99% $9.7M $90.31
2023 Q4 INITIATED 10,121 β€” β€” 0.78% $7.5M β€”

🏒 Other funds also holding NVDA

As of 2025 Q4 β€” 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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