NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionModern Wealth Management, LLC
Latest Disclosed Ownership225,035 shares
Latest Disclosed Value $ 39,549,982
Modern Wealth Management, LLC reports 19.46% increase in ownership of NVDA / NVIDIA Corporation

On May 14, 2026 - Modern Wealth Management, LLC filed a 13F-HR form disclosing ownership of 225,035 shares of NVIDIA Corporation (MX:NVDA) valued at $39,549,982 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 188,377 shares of NVIDIA Corporation. This represents a change in shares of 19.46% 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)
2026-05-14 2026-03-31 13F NVIDIA COM 67066G104 225,035 36,658 19.46 39,550 12.57 0.6085
2026-02-17 2025-12-31 13F NVIDIA COM 67066G104 188,377 10,416 5.85 35,132 5.81 0.6406
2025-11-12 2025-09-30 13F NVIDIA COM 67066G104 177,961 12,241 7.39 33,204 26.82 0.6569
2025-11-12 2025-06-30 13F/A-1 NVIDIA COM 67066G104 165,720 13,322 8.74 26,182 58.52 0.6444
2025-08-14 2025-06-30 13F NVIDIA COM 67066G104 163,987 11,589 25,908 0.6467
2025-06-02 2025-03-31 13F/A-1 NVIDIA COM 67066G104 152,398 42,131 38.21 16,517 11.54 0.5287
2025-05-15 2025-03-31 13F NVIDIA COM 67066G104 152,066 41,799 16,481 0.5090
2025-05-30 2024-12-31 13F/A-3 NVIDIA COM 67066G104 110,267 49,442 81.29 14,808 100.47 0.5539
2025-05-30 2024-12-31 13F/A-1 NVIDIA COM 67066G104 109,967 49,142 14,767 0.5888
2025-02-11 2024-12-31 13F NVIDIA COM 67066G104 108,933 48,408 14,550 0.5092
2025-05-30 2024-09-30 13F/A-3 NVIDIA COM 67066G104 60,825 4,613 8.21 7,387 6.37 0.4527
2025-05-29 2024-09-30 13F/A-1 NVIDIA COM 67066G104 60,525 4,313 7,350 0.4561
2024-11-05 2024-09-30 13F NVIDIA COM 67066G104 61,427 5,215 7,460 0.4535
2025-05-29 2024-06-30 13F/A-1 NVIDIA COM 67066G104 56,212 52,043 1,248.33 6,945 84.34 0.5326
2024-08-08 2024-06-30 13F NVIDIA COM 67066G104 56,813 52,644 7,019 0.5132
2025-05-29 2024-03-31 13F/A-1 NVIDIA COM 67066G104 4,169 1,947 87.62 3,767 242.45 0.3538
2024-05-13 2024-03-31 13F NVIDIA COM 67066G104 4,841 2,619 4,351 0.3916
2025-05-28 2023-12-31 13F/A-1 NVIDIA COM 67066G104 2,222 2,222 1,100 0.1392
2024-02-14 2023-12-31 13F NVIDIA COM 67066G104 2,082 2,082 1,031 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.