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Heirloom Wealth Management

SEC CIK
0001882903
Latest filing
Aug 3, 2026

NVDA holding history

NVIDIA Corp in every 13F filed by Heirloom Wealth Management, 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)
157,308
Value
$31.5M
% of portfolio
4.6%
Quarters held
15
Since Q4 2021
Holdings of NVDA by Heirloom Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026157,308$31.5M4.6%−11,059−6.6%ReducedHolders
Q1 2026168,367$29.4M5.3%+23,256+16.0%AddedHolders
Q4 2025145,111$27.1M6.3%−13,029−8.2%ReducedHolders
Q3 2025158,140$29.5M7.1%−34,745−18.0%ReducedHolders
Q2 2025192,885$30.5M8.0%+1,121+0.6%AddedHolders
Q1 2025191,764$20.8M6.0%+25,569+15.4%AddedHolders
Q4 2024166,195$22.3M6.7%−5,857−3.4%ReducedHolders
Q3 2024172,052$20.9M6.5%+3,459+2.1%AddedHolders
Q2 2024168,593$20.8M6.7%+3,113+1.9%AddedConverted for a 10-for-1 splitHolders
Q1 202416,548$15.0M5.1%+7,190+76.8%AddedHolders
Q4 20239,358$4.63M1.8%+8,898+1,934.3%AddedHolders
Q3 2023460$200.1K0.1%+460NewHolders
Q3 2022––––Not filedHolders
Q2 202229,010$4.96M4.1%+5,743+24.7%AddedHolders
Q1 202223,267$4.12M2.9%+1,209+5.5%AddedHolders
Q4 202122,058$5.16M4.4%–No prior filingHolders