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Monticello Wealth Management, LLC

SEC CIK
0001791996
Latest filing
Aug 4, 2026

NVDA holding history

NVIDIA Corp in every 13F filed by Monticello Wealth Management, 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)
24,877
Value
$4.98M
% of portfolio
0.3%
Quarters held
12
Since Q3 2023
Holdings of NVDA by Monticello Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,877$4.98M0.3%+9,665+63.5%AddedHolders
Q1 202615,212$2.65M0.2%−1,843−10.8%ReducedHolders
Q4 202517,055$3.18M0.2%+8,068+89.8%AddedHolders
Q3 20258,987$1.68M0.1%+1,841+25.8%AddedHolders
Q2 20257,146$1.13M0.1%−5,264−42.4%ReducedHolders
Q1 202512,410$1.34M0.1%+6,828+122.3%AddedHolders
Q4 20245,582$749.5K0.1%+1,351+31.9%AddedHolders
Q3 20244,231$513.8K<0.1%00.0%UnchangedHolders
Q2 20244,231$522.7K<0.1%+291+7.4%AddedConverted for a 10-for-1 splitHolders
Q1 2024394$356.1K<0.1%−162−29.1%ReducedHolders
Q4 2023556$275.4K<0.1%−154−21.7%ReducedHolders
Q3 2023710$308.9K<0.1%+710NewHolders