NVIDIA CORP · CUSIP 67066G104 · CIK 1987855
As of 2026-06-30, KINGSWOOD WEALTH ADVISORS, LLC reported 312.81K NVDA (shares), valued at $62.59M, or 2.52% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares increased 4.43%; reported value increased 19.81%, and weight changed +0.04 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 | 2.52% | 312,815 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 2.48% | 299,550 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 2.79% | 309,110 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 2.99% | 264,746 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 3.38% | 270,605 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 2.90% | 292,083 | SEC filing ↗Filed Jul 25, 2025AmendedCombination report |
| Q4 2024 | 3.58% | 355,211 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 3.96% | 456,730 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 5.43% | 488,008 | SEC filing ↗Filed Jul 9, 2024 |
| Q1 2024 | 3.43% | 32,921 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 2.18% | 38,896 | SEC filing ↗Filed Jan 16, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.18% | 38,896 | $19.26M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 16, 2024 |
| Q1 2024 | 3.43% | 32,921 | $29.75M | Shares decreased 15.36%; reported value increased 54.43%, and weight changed +1.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 5.43% | 488,008 | $60.29M | Shares increased 1382.36%; reported value increased 102.67%, and weight changed +2.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2024 |
| Q3 2024 | 3.96% | 456,730 | $55.46M | Shares decreased 6.41%; reported value decreased 8.00%, and weight changed -1.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 3.58% | 355,211 | $47.70M | Shares decreased 22.23%; reported value decreased 14.00%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 2.90% | 292,083 | $31.70M | Shares decreased 17.77%; reported value decreased 33.54%, and weight changed -0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q2 2025 | 3.38% | 270,605 | $42.75M | Shares decreased 7.35%; reported value increased 34.86%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 2.99% | 264,746 | $49.40M | Shares decreased 2.17%; reported value increased 15.54%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 2.79% | 309,110 | $57.65M | Shares increased 16.76%; reported value increased 16.71%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 2.48% | 299,550 | $52.24M | Shares decreased 3.09%; reported value decreased 9.38%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 2.52% | 312,815 | $62.59M | Shares increased 4.43%; reported value increased 19.81%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 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.