SEC 13F Intelligence

Wealthplan Partners, LLC / NVDA

Wealthplan Partners, LLC’s Nvidia Corporation Position

Does Wealthplan Partners, LLC own Nvidia Corporation (NVDA)? Yes58.9K shares worth $10M (+1.98% of its 13F portfolio) as of Q1 2026, down from 96.2K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
58.9K
% of Portfolio
+1.98%
Quarters Held
26
currently held

Position History NVDA

Reported value by quarter
Q4 ’18: $264,000Q4 ’18Q1 ’19: $274,000Q2 ’19: $297,000Q3 ’19: $407,000Q4 ’19: $564,000Q4 ’19Q1 ’20: $594,000Q2 ’20: $879,000Q4 ’20: $1MQ1 ’21: $1MQ1 ’21Q2 ’21: $2MQ4 ’21: $2MQ1 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $1MQ2 ’23: $2MQ3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $8MQ2 ’24: $15MQ3 ’24: $9MQ4 ’24: $10MQ4 ’24Q1 ’25: $9MQ2 ’25: $15MQ3 ’25: $21MQ4 ’25: $18MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202658.9K$10M+1.98%
Q4 202596.2K$18M+2.68%
Q3 2025110.0K$21M+3.08%
Q2 202592.5K$15M+2.35%
Q1 202586.2K$9M+1.32%
Q4 202472.2K$10M+1.38%
Q3 202476.9K$9M+1.25%
Q2 2024118.9K$15M+1.58%
Q1 20248.4K$8M+0.79%
Q4 20237.9K$4M+0.40%
Q3 20236.9K$3M+0.35%
Q2 20235.0K$2M+0.30%
Q1 20235.2K$1M+0.17%
Q4 20228.2K$2M+0.13%
Q1 20228.8K$2M+0.11%
Q4 20218.6K$2M+0.14%
Q2 20217.7K$2M+0.11%
Q1 20211.9K$1M+0.08%
Q4 20201.9K$1M+0.09%
Q2 20201.9K$879,000+0.09%
Q1 20201.9K$594,000+0.08%
Q4 20192.1K$564,000+0.07%
Q3 20192.0K$407,000+0.06%
Q2 20191.9K$297,000+0.04%
Q1 20191.7K$274,000+0.04%
Q4 20181.7K$264,000+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthplan Partners, LLC’s full portfolio or all institutional holders of NVDA.