M Wealth Management, LLC NVDA β€” NVIDIA CORPORATION

Ownership history in M Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

M Wealth Management, LLC reported NVIDIA CORPORATION (NVDA) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.37% in 2026 Q1. The latest visible filing shows NVDA at 0.37% 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 M Wealth Management, LLC'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
2026 Q1

NVDA was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2026 Q1

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 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.

How M Wealth Management, LLC held NVDA β€” position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 2,505 +975 +63.7% 0.37% $437K 2026-05-15 $225.32
2025 Q4 UNCHANGED β€” β€” β€” 1,530 β€” 0% 0.25% $285K 2026-01-29 $192.50
2025 Q3 UNCHANGED β€” β€” β€” 1,530 β€” 0% 0.25% $285K 2025-10-21 $181.14
2025 Q2 INITIATED β€” β€” β€” 1,530 β€” β€” 0.22% $242K 2025-08-11 $182.03

FAQ About M Wealth Management, LLC and NVDA

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

How long has M Wealth Management, LLC reported owning NVDA?

M Wealth Management, LLC reported NVDA across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

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

The largest reported portfolio weight for NVDA was 0.37% in 2026 Q1.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q1, when M Wealth Management, LLC reported 2,505 shares, equal to 0.37% of portfolio, with an estimated market value of $437K.

What does the chart on this NVDA ownership page compare?

The chart compares M Wealth Management, LLC'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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