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Holistic Financial Partners

SEC CIK
0001729304
Latest filing
Jul 23, 2026

NVDA holding history

NVIDIA Corp in every 13F filed by Holistic Financial Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NVDA overviewAll 13F holders of NVDAFull Q2 2026 holdings

Shares (Q2 2026)
13,719
Value
$2.75M
% of portfolio
1.7%
Quarters held
22
Since Q1 2021
Holdings of NVDA by Holistic Financial Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,719$2.75M1.7%−23,712−63.3%ReducedHolders
Q1 202637,431$6.53M2.4%−29−0.1%ReducedHolders
Q4 202537,460$6.99M2.5%+159+0.4%AddedHolders
Q3 202537,301$6.96M2.8%+1,037+2.9%AddedHolders
Q2 202536,264$5.73M2.5%−263−0.7%ReducedHolders
Q1 202536,527$3.96M1.9%+632+1.8%AddedHolders
Q4 202435,895$4.82M2.4%+87+0.2%AddedHolders
Q3 202435,808$4.35M2.1%+119+0.3%AddedHolders
Q2 202435,689$4.41M2.2%+199+0.6%AddedConverted for a 10-for-1 splitHolders
Q1 20243,549$3.21M1.6%+222+6.7%AddedHolders
Q4 20233,327$1.65M1.0%+58+1.8%AddedHolders
Q3 20233,269$1.42M0.9%−22−0.7%ReducedHolders
Q2 20233,291$1.39M1.0%−6−0.2%ReducedHolders
Q1 20233,297$915.8K0.7%−10.0%ReducedHolders
Q4 20223,298$482.0K0.4%−233−6.6%ReducedHolders
Q3 20223,531$429.0K0.4%−77−2.1%ReducedHolders
Q2 20223,608$547.0K0.5%+201+5.9%AddedHolders
Q1 20223,407$930.0K0.6%+838+32.6%AddedHolders
Q4 20212,569$756.0K0.4%−319−11.0%ReducedHolders
Q3 20212,888$598.0K0.4%−312−9.8%ReducedConverted for a 4-for-1 splitHolders
Q2 2021800$640.0K0.4%−84−9.5%ReducedHolders
Q1 2021884$472.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.