NVDA — NVIDIA CORPORATION

Ownership history in SMART Wealth LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which SMART 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
4.59% (2025 Q3)
Avg. % of fund
3.57%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 65,616 +455 +0.7% 3.73% $12.2M $186.49
2025 Q3 ADDED 65,161 +4,588 +7.6% 4.59% $12.2M $186.56
2025 Q2 REDUCED 60,573 -18,251 -23.2% 3.00% $9.6M $157.96
2025 Q1 ADDED 78,824 +6,513 +9.0% 3.06% $8.5M $108.35
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% 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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