NVIDIA CORP · CUSIP 67066G104 · CIK 1849444
As of 2026-06-30, SOA Wealth Advisors, LLC. reported 153.23K NVDA (shares), valued at $25.24M, or 3.99% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares decreased 4.51%; reported value increased 13.74%, and weight changed -0.09 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 | 3.99% | 153,231 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 4.08% | 160,470 | SEC filing ↗Filed May 20, 2026 |
| Q4 2025 | 3.89% | 159,690 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 3.88% | 160,177 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 3.47% | 156,178 | SEC filing ↗Filed Jul 18, 2025 |
| Q1 2025 | 2.75% | 159,791 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 2.97% | 120,262 | SEC filing ↗Filed Jan 28, 2025Amended |
| Q3 2024 | 2.79% | 120,634 | SEC filing ↗Filed Oct 9, 2024Amended |
| Q2 2024 | 2.99% | 120,284 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 1.98% | 10,601 | SEC filing ↗Filed Apr 10, 2024 |
| Q4 2023 | 1.13% | 10,472 | SEC filing ↗Filed Jan 10, 2024Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.13% | 10,472 | $5.19M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 1.98% | 10,601 | $9.58M | Shares increased 1.23%; reported value increased 84.70%, and weight changed +0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2024 |
| Q2 2024 | 2.99% | 120,284 | $14.86M | Shares increased 1034.65%; reported value increased 55.14%, and weight changed +1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 2.79% | 120,634 | $14.65M | Shares increased 0.29%; reported value decreased 1.41%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 2.97% | 120,262 | $16.15M | Shares decreased 0.31%; reported value increased 10.24%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 2.75% | 159,791 | $13.38M | Shares increased 32.87%; reported value decreased 17.15%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 3.47% | 156,178 | $19.43M | Shares decreased 2.26%; reported value increased 45.19%, and weight changed +0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2025 |
| Q3 2025 | 3.88% | 160,177 | $23.68M | Shares increased 2.56%; reported value increased 21.91%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 3.89% | 159,690 | $23.58M | Shares decreased 0.30%; reported value decreased 0.43%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 4.08% | 160,470 | $22.19M | Shares increased 0.49%; reported value decreased 5.90%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 20, 2026 |
| Q2 2026 | 3.99% | 153,231 | $25.24M | Shares decreased 4.51%; reported value increased 13.74%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 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.