SEC 13F Intelligence

Legacy Financial Strategies, LLC / NVDA

Legacy Financial Strategies, LLC’s Nvidia Corporation Position

Does Legacy Financial Strategies, LLC own Nvidia Corporation (NVDA)? Yes54.1K shares worth $9M (+1.70% of its 13F portfolio) as of Q1 2026, up from 53.4K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
54.1K
% of Portfolio
+1.70%
Quarters Held
19
currently held

Position History NVDA

Reported value by quarter
Q3 ’21: $206,000Q3 ’21Q4 ’21: $285,000Q1 ’22: $306,000Q2 ’22: $251,000Q2 ’22Q3 ’22: $283,000Q4 ’22: $357,175Q1 ’23: $687,499Q1 ’23Q2 ’23: $1MQ3 ’23: $1MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $5MQ3 ’24: $5MQ3 ’24Q4 ’24: $6MQ1 ’25: $5MQ2 ’25: $8MQ2 ’25Q3 ’25: $10MQ4 ’25: $10MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202654.1K$9M+1.70%
Q4 202553.4K$10M+1.76%
Q3 202552.1K$10M+1.75%
Q2 202549.5K$8M+1.53%
Q1 202547.3K$5M+1.12%
Q4 202442.6K$6M+1.27%
Q3 202441.3K$5M+1.11%
Q2 202436.5K$5M+1.13%
Q1 20243.4K$3M+0.79%
Q4 20233.1K$2M+0.44%
Q3 20233.1K$1M+0.46%
Q2 20232.4K$1M+0.34%
Q1 20232.5K$687,499+0.25%
Q4 20222.4K$357,175+0.15%
Q3 20222.3K$283,000+0.13%
Q2 20221.7K$251,000+0.12%
Q1 20221.1K$306,000+0.13%
Q4 2021968$285,000+0.12%
Q3 2021992$206,000+0.10%

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