NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionXcel Wealth Management, LLC
Latest Disclosed Ownership88,161 shares
Latest Disclosed Value $ 15,375,222
Xcel Wealth Management, LLC reports 0.16% decrease in ownership of NVDA / NVIDIA Corporation

On April 21, 2026 - Xcel Wealth Management, LLC filed a 13F-HR form disclosing ownership of 88,161 shares of NVIDIA Corporation (MX:NVDA) valued at $15,375,222 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 88,304 shares of NVIDIA Corporation. This represents a change in shares of -0.16% 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)
2026-04-21 2026-03-31 13F NVIDIA COM 67066G104 88,161 -143 -0.16 15,375 -6.64 4.2526
2026-01-26 2025-12-31 13F NVIDIA COM 67066G104 88,304 68 0.08 16,469 0.04 4.1889
2025-10-29 2025-09-30 13F NVIDIA COM 67066G104 88,236 -597 -0.67 16,463 17.30 4.2792
2025-07-15 2025-06-30 13F NVIDIA COM 67066G104 88,833 -1,310 -1.45 14,035 43.66 3.9945
2025-04-28 2025-03-31 13F NVIDIA COM 67066G104 90,143 265 0.29 9,770 -19.06 3.0443
2025-02-05 2024-12-31 13F NVIDIA COM 67066G104 89,878 -510 -0.56 12,070 9.96 3.3448
2024-10-21 2024-09-30 13F NVIDIA COM 67066G104 90,388 -529 -0.58 10,977 -2.27 3.2108
2024-07-23 2024-06-30 13F NVIDIA COM 67066G104 90,917 81,695 885.87 11,232 34.79 3.5170
2024-04-22 2024-03-31 13F NVIDIA COM 67066G104 9,222 -335 -3.51 8,332 76.08 2.6048
2024-01-29 2023-12-31 13F NVIDIA COM 67066G104 9,557 -303 -3.07 4,733 10.35 1.6596
2023-10-17 2023-09-30 13F NVIDIA COM 67066G104 9,860 -18,481 -65.21 4,289 -64.23 1.6923
2023-07-26 2023-06-30 13F NVIDIA COM 67066G104 28,341 -16,648 -37.00 11,989 -4.06 3.7881
2023-04-26 2023-03-31 13F NVIDIA COM 67066G104 44,989 94 0.21 12,497 90.46 4.3973
2023-02-15 2022-12-31 13F/A-1 NVIDIA COM 67066G104 44,895 -2,886 -6.04 6,561 13.12 2.5838
2023-01-19 2022-12-31 13F NVIDIA COM 67066G104 44,895 -2,886 7 2.5838
2022-10-20 2022-09-30 13F NVIDIA COM 67066G104 47,781 5,568 13.19 5,800 -9.36 2.1596
2022-07-26 2022-06-30 13F NVIDIA COM 67066G104 42,213 4,482 11.88 6,399 -37.84 2.3324
2022-04-29 2022-03-31 13F NVIDIA COM 67066G104 37,731 1,579 4.37 10,295 -3.18 2.8231
2022-02-03 2021-12-31 13F NVIDIA COM 67066G104 36,152 1,060 3.02 10,633 46.26 2.7335
2021-10-21 2021-09-30 13F NVIDIA COM 67066G104 35,092 26,873 326.96 7,270 10.55 2.1078
2021-07-15 2021-06-30 13F NVIDIA COM 67066G104 8,219 383 4.89 6,576 57.17 1.9849
2021-04-15 2021-03-31 13F NVIDIA COM 67066G104 7,836 582 8.02 4,184 10.45 1.4922
2021-01-13 2020-12-31 13F NVIDIA COM 67066G104 7,254 288 4.13 3,788 0.48 1.6348
2020-10-27 2020-09-30 13F NVIDIA COM 67066G104 6,966 -915 -11.61 3,770 25.92 1.9384
2020-07-10 2020-06-30 13F NVIDIA COM 67066G104 7,881 -797 -9.18 2,994 30.91 1.8573
2020-04-07 2020-03-31 13F NVIDIA COM 67066G104 8,678 -642 -6.89 2,287 4.29 2.0625
2020-01-09 2019-12-31 13F NVIDIA COM 67066G104 9,320 161 1.76 2,193 37.58 1.8216
2019-11-12 2019-09-30 13F NVIDIA COM 67066G104 9,159 -45 -0.49 1,594 5.49 1.4760
2019-11-12 2019-06-30 13F NVIDIA COM 67066G104 9,204 511 5.88 1,511 -3.14 1.4808
2019-11-12 2019-03-31 13F NVIDIA COM 67066G104 8,693 -1,957 -18.38 1,560 9.78 1.6085
2019-11-12 2018-12-31 13F NVIDIA COM 67066G104 10,650 10,650 1,421 1.7379
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.