NVDA β€” NVIDIA CORPORATION

Ownership history in Spahn Wealth & Retirement LLC  Β·  3 quarters on record

AI Ownership Summary

Spahn Wealth & Retirement LLC reported NVIDIA CORPORATION (NVDA) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 10.66% in 2025 Q4. The latest visible filing shows NVDA at 10.66% 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 Spahn Wealth & Retirement 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 10.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.66% 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
2024 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.

How Spahn Wealth & Retirement LLC held NVDA β€” position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 92,156 -5,269 -5.4% 10.66% $17.2M 2026-02-14 (Est.) $182.80
2025 Q3 REDUCED 97,425 -220 -0.2% 7.75% $10.6M 2025-11-14 $190.15
2024 Q4 INITIATED 97,645 β€” β€” 8.60% $13.1M 2025-02-12 $131.10

FAQ About Spahn Wealth & Retirement 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 Spahn Wealth & Retirement LLC reported owning NVDA?

Spahn Wealth & Retirement LLC reported NVDA across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported NVDA position in Spahn Wealth & Retirement LLC's portfolio?

The largest reported portfolio weight for NVDA was 10.66% in 2025 Q4.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when Spahn Wealth & Retirement LLC reported 92,156 shares, equal to 10.66% of portfolio, with an estimated market value of $17.2M.

What does the chart on this NVDA ownership page compare?

The chart compares Spahn Wealth & Retirement 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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