NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionBrown Wealth Management, Llc
Latest Disclosed Ownership28,984 shares
Latest Disclosed Value $ 5,054,737
Brown Wealth Management, Llc reports 44.33% increase in ownership of NVDA / NVIDIA Corporation

On April 9, 2026 - Brown Wealth Management, Llc filed a 13F-HR form disclosing ownership of 28,984 shares of NVIDIA Corporation (MX:NVDA) valued at $5,054,737 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 20,082 shares of NVIDIA Corporation. This represents a change in shares of 44.33% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-09 2026-03-31 13F NVIDIA COM 67066G104 28,984 8,902 44.33 5,055 34.95 1.2985
2026-02-06 2025-12-31 13F NVIDIA COM 67066G104 20,082 4,125 25.85 3,745 25.80 0.9855
2025-11-04 2025-09-30 13F NVIDIA COM 67066G104 15,957 -761 -4.55 2,977 12.72 0.8361
2025-08-11 2025-06-30 13F NVIDIA COM 67066G104 16,718 638 3.97 2,641 51.61 0.8203
2025-05-07 2025-03-31 13F NVIDIA COM 67066G104 16,080 787 5.15 1,743 -15.15 0.5993
2025-02-14 2024-12-31 13F NVIDIA COM 67066G104 15,293 897 6.23 2,054 17.45 0.7280
2024-11-14 2024-09-30 13F NVIDIA COM 67066G104 14,396 -557 -3.73 1,748 -5.36 0.6309
2024-08-13 2024-06-30 13F NVIDIA COM 67066G104 14,953 14,270 2,089.31 1,847 199.35 0.7446
2024-05-13 2024-03-31 13F NVIDIA COM 67066G104 683 195 39.96 617 156.02 0.2552
2024-02-14 2023-12-31 13F NVIDIA COM 67066G104 488 0 0.00 242 13.68 0.1069
2023-11-14 2023-09-30 13F NVIDIA COM 67066G104 488 -143 -22.66 212 -20.30 0.1010
2023-08-08 2023-06-30 13F NVIDIA COM 67066G104 631 631 267 0.1380
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.