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Sax Wealth Advisors, LLC

SEC CIK
0001846150
Latest filing
Jul 9, 2026

NVDA holding history

NVIDIA Corp in every 13F filed by Sax 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)
106,898
Value
$18.6M
% of portfolio
0.8%
Quarters held
19
Since Q1 2021
Holdings of NVDA by Sax Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026106,898$18.6M0.8%+10,985+11.5%AddedHolders
Q1 202695,913$17.9M0.9%−4,162−4.2%ReducedHolders
Q4 2025100,075$18.7M0.9%+13,654+15.8%AddedHolders
Q3 202586,421$16.1M0.9%−771−0.9%ReducedHolders
Q2 202587,192$13.8M0.8%+27,412+45.9%AddedHolders
Q1 202559,780$6.48M0.5%+11,944+25.0%AddedHolders
Q4 202447,836$6.42M0.5%+2,856+6.3%AddedHolders
Q3 202444,980$5.46M0.5%+6,167+15.9%AddedHolders
Q2 202438,813$4.80M0.5%+18,363+89.8%AddedConverted for a 10-for-1 splitHolders
Q1 20242,045$1.85M0.2%+667+48.4%AddedHolders
Q4 20231,378$682.4K0.1%−67−4.6%ReducedHolders
Q3 20231,445$628.6K0.1%+744+106.1%AddedHolders
Q2 2023701$296.5K0.1%+701NewHolders
Q3 20220$00.0%−1,524−100.0%Sold outHolders
Q2 20221,524$231.0K0.1%+19+1.3%AddedHolders
Q1 20221,505$411.0K0.1%−200−11.7%ReducedHolders
Q4 20211,705$501.0K0.1%+55+3.3%AddedHolders
Q3 20211,650$342.0K0.1%+150+10.0%AddedConverted for a 4-for-1 splitHolders
Q2 2021375$300.0K0.1%00.0%UnchangedHolders
Q1 2021375$200.0K0.1%––Holders

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