Morling Financial Advisors, LLC NVDA — NVIDIA CORPORATION

Ownership history in Morling Financial Advisors, LLC  ·  14 quarters on record

AI Ownership Summary

Morling Financial Advisors, LLC reported NVIDIA CORPORATION (NVDA) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.77% in 2025 Q1. The latest visible filing shows NVDA at 0.69% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Morling Financial Advisors, 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
2025 Q4

NVDA was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 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 Morling Financial Advisors, LLC fund profile Morling Financial Advisors, LLC full holdings
How Morling Financial Advisors, LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 11,854 +561 +5.0% 0.69% $2.2M 2026-02-14 (Est.) $182.80
2025 Q3 REDUCED 11.2% +0.9% ❌ 11,293 -1,424 -11.2% 0.70% $2.1M 2025-11-04 $198.67
2025 Q2 REDUCED 38.7% +15.1% ❌ 12,717 -8,043 -38.7% 0.66% $2.0M 2025-08-11 $182.03
2025 Q1 ADDED — — — 20,760 +6,120 +41.8% 0.77% $2.3M 2025-05-06 $113.51
2024 Q4 ADDED — — — 14,640 +38 +0.3% 0.69% $2.0M 2025-02-07 $129.80
2024 Q3 ADDED — — — 14,602 +2,540 +21.1% 0.68% $1.8M 2024-10-18 $137.95
2024 Q2 ADDED — — — 12,062 +10,633 +744.1% 0.65% $1.5M 2024-08-07 $98.86
2024 Q1 ADDED — — — 1,429 +142 +11.0% 0.74% $1.3M 2024-05-13 $90.35
2023 Q4 REDUCED 10.1% +82.5% ❌ 1,287 -145 -10.1% 0.51% $637K 2024-02-02 $66.12
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% M & L Capital Management Ltd 50.22% Ketron Financial 44.38% MINDSET WEALTH MANAGEMENT, LLC 44.29% KIECKHEFER GROUP LLC 39.64% BURR FINANCIAL SERVICES, LLC 33.63% HOEY INVESTMENTS, INC 3Y 33.58% Geremia Financial Services, LLC 32.85% Lynch Asset Management, Inc. 3Y 31.51%

FAQ About Morling Financial Advisors, 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 Morling Financial Advisors, LLC reported owning NVDA?

Morling Financial Advisors, LLC reported NVDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVDA position in Morling Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for NVDA was 0.77% in 2025 Q1.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when Morling Financial Advisors, LLC reported 11,854 shares, equal to 0.69% of portfolio, with an estimated market value of $2.2M.

What does the chart on this NVDA ownership page compare?

The chart compares Morling Financial Advisors, 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.

How well did Morling Financial Advisors, LLC time their NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, Morling Financial Advisors, LLC correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on NVDA relative to SPY over the holding period was +45.9%.

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