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CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

NVDA holding history

NVIDIA Corp in every 13F filed by CM Wealth Advisors LLC, 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)
103,565
Value
$20.7M
% of portfolio
3.7%
Quarters held
12
Since Q1 2023
Holdings of NVDA by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026103,565$20.7M3.7%+215+0.2%AddedHolders
Q1 2026103,350$18.0M3.8%+12,823+14.2%AddedHolders
Q4 202590,527$16.9M3.8%+22,487+33.0%AddedHolders
Q3 202568,040$12.7M3.3%00.0%UnchangedHolders
Q2 202568,040$10.8M3.2%−11,759−14.7%ReducedHolders
Q1 202579,799$8.65M2.8%−80.0%ReducedHolders
Q4 202479,807$10.7M3.5%+69,987+712.7%AddedHolders
Q3 20249,820$1.19M0.4%−4,010−29.0%ReducedHolders
Q2 202413,830$1.71M0.8%−11,580−45.6%ReducedConverted for a 10-for-1 splitHolders
Q1 20242,541$2.30M0.7%+2,541NewHolders
Q3 20230$00.0%−1,950−100.0%Sold outHolders
Q2 20231,950$911.6K0.3%−13,217−87.1%ReducedHolders
Q1 202315,167$4.09M0.8%+15,167NewHolders