NVIDIA CORP · CUSIP 67066G104 · CIK 1908765
As of Sep 30, 2026, Performance Wealth Partners, LLC reported 1.45M NVDA (shares), valued at $330.42M, or 7.72% of its reported non-derivative portfolio. Filed Nov 12, 2026.
Verify history & sources →Shares increased 1.49%; reported value increased 15.84%, and weight changed +0.64 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 |
|---|---|---|---|
| Q3 2026 | 7.72% | 1,446,811 | SEC filing ↗Filed Nov 12, 2026 |
| Q2 2026 | 7.08% | 1,425,507 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 7.15% | 1,412,739 | SEC filing ↗Filed Apr 10, 2026 |
| Q4 2025 | 7.13% | 1,411,169 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 7.37% | 1,414,916 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 6.98% | 1,381,748 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 5.23% | 1,350,341 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 5.67% | 1,313,873 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 5.46% | 1,306,313 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 5.79% | 1,272,360 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 4.13% | 108,930 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 0.21% | 9,680 | SEC filing ↗Filed Jan 22, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.21% | 9,680 | $4.79M | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 4.13% | 108,930 | $98.42M | Shares increased 1,025.31%; reported value increased 1,953.18%, and weight changed +3.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 5.79% | 1,272,360 | $157.19M | Shares increased 1,068.05%; reported value increased 59.70%, and weight changed +1.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 5.46% | 1,306,313 | $158.64M | Shares increased 2.67%; reported value increased 0.92%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 5.67% | 1,313,873 | $176.44M | Shares increased 0.58%; reported value increased 11.22%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 5.23% | 1,350,341 | $146.35M | Shares increased 2.78%; reported value decreased 17.05%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 6.98% | 1,381,748 | $218.30M | Shares increased 2.33%; reported value increased 49.16%, and weight changed +1.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 7.37% | 1,414,916 | $264.00M | Shares increased 2.40%; reported value increased 20.93%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 7.13% | 1,411,169 | $263.18M | Shares decreased 0.26%; reported value decreased 0.31%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 7.15% | 1,412,739 | $246.38M | Shares increased 0.11%; reported value decreased 6.38%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2026 |
| Q2 2026 | 7.08% | 1,425,507 | $285.23M | Shares increased 0.90%; reported value increased 15.77%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
| Q3 2026 | 7.72% | 1,446,811 | $330.42M | Shares increased 1.49%; reported value increased 15.84%, and weight changed +0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 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.