W ADVISORS, LLC NVDA — NVIDIA CORPORATION

Ownership history in W ADVISORS, LLC  ·  13 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported NVIDIA CORPORATION (NVDA) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 1.62% in 2026 Q3. The latest visible filing shows NVDA at 1.62% 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 W 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
2026 Q3

NVDA was reported at 1.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2026 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 16,251 +1,188 +7.9% 1.62% $3.7M 2026-11-02 $202.06
2026 Q2 ADDED — — — 15,063 +185 +1.2% 1.37% $3.0M 2026-07-31 $200.53
2026 Q1 REDUCED — — — 14,878 -456 -3.0% 1.33% $2.6M 2026-04-29 $208.77
2025 Q4 ADDED — — — 15,334 +148 +1.0% 1.44% $2.9M 2026-02-13 $182.38
2025 Q3 ADDED — — — 15,186 +374 +2.5% 1.49% $2.8M 2025-11-14 $189.72
2025 Q2 ADDED — — — 14,812 +152 +1.0% 1.34% $2.3M 2025-08-07 $180.33
2025 Q1 REDUCED 7.7% +45.8% ❌ 14,660 -1,215 -7.7% 0.99% $1.6M 2025-05-13 $129.60
2024 Q4 REDUCED 8.6% -19.3% ✅ 15,875 -1,498 -8.6% 1.32% $2.1M 2025-01-22 $146.69
2024 Q3 ADDED — — — 17,373 +992 +6.1% 1.30% $2.1M 2024-10-28 $140.14
2024 Q2 ADDED — — — 16,381 +14,963 +1055.2% 1.33% $2.0M 2024-08-06 $103.96
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NVDA

As of 2026 Q3 — sorted by position size

Donor Advised Charitable Giving, Inc. 3Y 7Y 98.78% Ariose Capital Management Ltd 3Y 7Y 64.06% MINDSET WEALTH MANAGEMENT, LLC 48.2% KIECKHEFER GROUP LLC 43.62% BUILDER INVESTMENT GROUP INC /ADV 3Y 36.09% HOEY INVESTMENTS, INC 3Y 35.79% Westwood Wealth Management 3Y 35.16% Once Capital Management, LLC 3Y 34.97% IronBridge Private Wealth, LLC 3Y 33.56% AK GLOBAL ASSET MANAGEMENT, LLC 33.04%

FAQ About W 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 W ADVISORS, LLC reported owning NVDA?

W ADVISORS, LLC reported NVDA across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported NVDA position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for NVDA was 1.62% in 2026 Q3.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q3, when W ADVISORS, LLC reported 16,251 shares, equal to 1.62% of portfolio, with an estimated market value of $3.7M.

What does the chart on this NVDA ownership page compare?

The chart compares W 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 W ADVISORS, LLC time their NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, W ADVISORS, LLC correctly timed 10 out of 12 reported position changes (83%). The annualised alpha on NVDA relative to SPY over the holding period was +268.4%.

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