NVDA NVIDIA CORPORATION

Ownership history in Refined Wealth Management  ·  12 quarters on record

AI Ownership Summary

Refined Wealth Management reported NVIDIA CORPORATION (NVDA) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.85% in 2025 Q4. The latest visible filing shows NVDA at 0.85% 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 Refined Wealth Management'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 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 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.

How Refined Wealth Management held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 6,810 +1,925 +39.4% 0.85% $1.3M 2026-02-14 (Est.) $182.80
2025 Q3 ADDED 4,885 +15 +0.3% 0.59% $911K 2025-10-21 $181.14
2025 Q2 REDUCED 4,870 -65 -1.3% 0.53% $769K 2025-07-17 $172.97
2025 Q1 REDUCED 4,935 -127 -2.5% 0.44% $535K 2025-04-22 $98.87
2024 Q4 UNCHANGED 5,062 0% 0.52% $680K 2025-01-22 $147.02
2024 Q3 REDUCED 5,062 -560 -10.0% 0.47% $615K 2024-10-18 $137.95
2024 Q2 ADDED 5,622 +4,960 +749.2% 0.54% $695K 2024-07-18 $121.03
2024 Q1 UNCHANGED 662 0% 0.42% $598K 2024-04-18 $84.62
2023 Q4 UNCHANGED 662 0% 0.26% $328K 2024-01-22 $59.62
2023 Q3 REDUCED 662 -24 -3.5% 0.26% $288K 2023-10-16 $46.06
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Refined Wealth Management and NVDA

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

How long has Refined Wealth Management reported owning NVDA?

Refined Wealth Management reported NVDA across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported NVDA position in Refined Wealth Management's portfolio?

The largest reported portfolio weight for NVDA was 0.85% in 2025 Q4.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when Refined Wealth Management reported 6,810 shares, equal to 0.85% of portfolio, with an estimated market value of $1.3M.

What does the chart on this NVDA ownership page compare?

The chart compares Refined Wealth Management'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.

← Back to Refined Wealth Management Holdings