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Defined Wealth Management, LLC

SEC CIK
0001849518
Latest filing
Jul 28, 2026

NVDA holding history

NVIDIA Corp in every 13F filed by Defined 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)
6,120
Value
$1.22M
% of portfolio
0.6%
Quarters held
9
Since Q2 2024
Holdings of NVDA by Defined Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,120$1.22M0.6%+408+7.1%AddedHolders
Q1 20265,712$996.2K0.6%+733+14.7%AddedHolders
Q4 20254,979$928.6K0.5%+394+8.6%AddedHolders
Q3 20254,585$855.5K0.5%+1,341+41.3%AddedHolders
Q2 20253,244$512.5K0.3%+332+11.4%AddedHolders
Q1 20252,912$315.6K0.2%+241+9.0%AddedHolders
Q4 20242,671$358.7K0.2%+262+10.9%AddedHolders
Q3 20242,409$292.5K0.2%+532+28.3%AddedHolders
Q2 20241,877$231.9K0.2%+1,877NewHolders