Manager × security

KOM Wealth Management Group, LLC NVDA holdings history

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NVIDIA CORP · CUSIP 67066G104 · CIK 1804116

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, KOM Wealth Management Group, LLC reported 3.98K NVDA (shares), valued at $797.28K, or 0.48% of its reported non-derivative portfolio. Filed 2026-07-23.

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Portfolio weight and quantity history
Reported portfolio weight
0.48%
Shares
3.98K
3,985
Reported value
$797.28K
USD

Shares decreased 7.11%; reported value increased 6.57%, and weight changed -0.03 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.

QuarterWeightQuantitySource
Q2 20260.48%3,985SEC filing ↗Filed Jul 23, 2026
Q1 20260.51%4,290SEC filing ↗Filed Apr 23, 2026
Q4 20250.52%3,958SEC filing ↗Filed Jan 23, 2026
Q3 20250.57%4,032SEC filing ↗Filed Oct 21, 2025
Q2 20250.54%4,316SEC filing ↗Filed Jul 16, 2025
Q1 20252.37%25,092SEC filing ↗Filed May 1, 2025
Q4 20242.48%24,982SEC filing ↗Filed Feb 14, 2025
Q3 20242.53%24,984SEC filing ↗Filed Nov 12, 2024
Q2 20243.07%26,578SEC filing ↗Filed Aug 14, 2024
Q1 20242.45%2,750SEC filing ↗Filed May 10, 2024
Q4 20231.53%3,098SEC filing ↗Filed Feb 6, 2024
Q3 20231.53%3,412SEC filing ↗Filed Nov 13, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20231.53%3,412$1.48MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 13, 2023
Q4 20231.53%3,098$1.53MShares decreased 9.20%; reported value increased 3.38%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 6, 2024
Q1 20242.45%2,750$2.49MShares decreased 11.23%; reported value increased 61.95%, and weight changed +0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 10, 2024
Q2 20243.07%26,578$3.28MShares increased 866.47%; reported value increased 32.11%, and weight changed +0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2024
Q3 20242.53%24,984$3.03MShares decreased 6.00%; reported value decreased 7.60%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 12, 2024
Q4 20242.48%24,982$3.35MShares decreased 0.01%; reported value increased 10.57%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2025
Q1 20252.37%25,092$2.72MShares increased 0.44%; reported value decreased 18.94%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 1, 2025
Q2 20250.54%4,316$681.89KShares decreased 82.80%; reported value decreased 74.93%, and weight changed -1.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 16, 2025
Q3 20250.57%4,032$752.25KShares decreased 6.58%; reported value increased 10.32%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 21, 2025
Q4 20250.52%3,958$738.09KShares decreased 1.84%; reported value decreased 1.88%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 23, 2026
Q1 20260.51%4,290$748.14KShares increased 8.39%; reported value increased 1.36%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 23, 2026
Q2 20260.48%3,985$797.28KShares decreased 7.11%; reported value increased 6.57%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 23, 2026
KOM Wealth Management Group, LLC · NVIDIA CORP

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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.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.