NVIDIA CORP · CUSIP 67066G104 · CIK 1696899
As of 2026-06-30, Independent Advisor Alliance reported 2.36M NVDA (shares), valued at $471.89M, or 11.05% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 13.02%; reported value increased 29.67%, and weight changed +7.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 11.05% | 2,358,375 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 3.90% | 2,086,679 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 10.15% | 2,240,102 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 8.88% | 1,831,214 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 8.16% | 1,792,266 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 6.06% | 1,692,087 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 2.81% | 1,580,341 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 5.16% | 1,168,458 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 5.06% | 1,195,542 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 3.60% | 110,445 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 1.95% | 109,158 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 1.94% | 98,361 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.94% | 98,361 | $42.79M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 1.95% | 109,158 | $54.06M | Shares increased 10.98%; reported value increased 26.34%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 3.60% | 110,445 | $99.79M | Shares increased 1.18%; reported value increased 84.61%, and weight changed +1.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 5.06% | 1,195,542 | $147.70M | Shares increased 982.48%; reported value increased 48.00%, and weight changed +1.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 5.16% | 1,168,458 | $141.90M | Shares decreased 2.27%; reported value decreased 3.93%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 2.81% | 1,580,341 | $212.22M | Shares increased 35.25%; reported value increased 49.56%, and weight changed -2.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 6.06% | 1,692,087 | $183.39M | Shares increased 7.07%; reported value decreased 13.59%, and weight changed +3.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 8.16% | 1,792,266 | $283.16M | Shares increased 5.92%; reported value increased 54.40%, and weight changed +2.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 8.88% | 1,831,214 | $341.67M | Shares increased 2.17%; reported value increased 20.66%, and weight changed +0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 10.15% | 2,240,102 | $417.78M | Shares increased 22.33%; reported value increased 22.28%, and weight changed +1.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 3.90% | 2,086,679 | $363.92M | Shares decreased 6.85%; reported value decreased 12.89%, and weight changed -6.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 11.05% | 2,358,375 | $471.89M | Shares increased 13.02%; reported value increased 29.67%, and weight changed +7.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.