NVDA — NVIDIA CORPORATION

Ownership history in Simplicity Wealth,LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Simplicity 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
4.44% (2024 Q4)
Avg. % of fund
1.87%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 177,465 -43,514 -19.7% 1.97% $33.1M $186.49
2025 Q3 REDUCED 220,979 -99,509 -31.0% 2.39% $41.2M $186.56
2025 Q2 ADDED 320,488 +130,672 +68.8% 2.11% $50.6M $157.96
2025 Q1 ADDED 189,816 +31,190 +19.7% 1.60% $20.6M $108.35
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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