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Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

NVDA holding history

NVIDIA Corp in every 13F filed by Summit Wealth Partners, 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)
58,946
Value
$11.8M
% of portfolio
1.7%
Quarters held
19
Since Q1 2021
Holdings of NVDA by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202658,946$11.8M1.7%+1,088+1.9%AddedHolders
Q1 202657,858$10.1M1.6%+50,001+636.4%AddedHolders
Q4 20257,857$1.47M0.3%−6,345−44.7%ReducedHolders
Q3 202514,202$2.65M0.5%−16−0.1%ReducedHolders
Q2 202514,218$2.25M0.4%−978−6.4%ReducedHolders
Q1 202515,196$1.65M0.3%+934+6.5%AddedHolders
Q4 202414,262$1.92M0.4%−4,597−24.4%ReducedHolders
Q3 202418,859$2.29M0.4%+200+1.1%AddedHolders
Q2 202418,659$2.31M0.5%−4,751−20.3%ReducedConverted for a 10-for-1 splitHolders
Q1 20242,341$2.12M0.5%−24−1.0%ReducedHolders
Q4 20232,365$1.17M0.3%+405+20.7%AddedHolders
Q3 20231,960$852.8K0.2%+553+39.3%AddedHolders
Q2 20231,407$595.4K0.1%+244+21.0%AddedHolders
Q1 20231,163$323.2K0.1%+1,163NewHolders
Q2 20220$00.0%−1,588−100.0%Sold outHolders
Q1 20221,588$433.2K0.1%−324−16.9%ReducedHolders
Q4 20211,912$562.4K0.1%+24+1.3%AddedHolders
Q3 20211,888$391.2K0.1%+212+12.6%AddedConverted for a 4-for-1 splitHolders
Q2 2021419$335.4K0.1%00.0%UnchangedHolders
Q1 2021419$223.8K0.1%––Holders

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