SEC 13F Intelligence

Holistic Financial Partners / NVDA

Holistic Financial Partners’s Nvidia Corporation Position

Does Holistic Financial Partners own Nvidia Corporation (NVDA)? Yes — 37.4K shares worth $7M (+2.43% of its 13F portfolio) as of Q1 2026, down from 37.5K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
37.4K
% of Portfolio
+2.43%
Quarters Held
26
currently held

Position History NVDA

Reported value by quarter
Q4 ’19: $220,000Q4 ’19Q1 ’20: $201,000Q2 ’20: $251,000Q3 ’20: $462,000Q4 ’20: $500,000Q4 ’20Q1 ’21: $472,000Q2 ’21: $640,000Q3 ’21: $598,000Q4 ’21: $756,000Q4 ’21Q1 ’22: $930,000Q2 ’22: $547,000Q3 ’22: $429,000Q4 ’22: $481,979Q4 ’22Q1 ’23: $915,831Q2 ’23: $1MQ3 ’23: $1MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $4MQ2 ’25: $6MQ3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.4K$7M+2.43%
Q4 202537.5K$7M+2.53%
Q3 202537.3K$7M+2.85%
Q2 202536.3K$6M+2.51%
Q1 202536.5K$4M+1.91%
Q4 202435.9K$5M+2.39%
Q3 202435.8K$4M+2.09%
Q2 202435.7K$4M+2.21%
Q1 20243.5K$3M+1.63%
Q4 20233.3K$2M+0.99%
Q3 20233.3K$1M+0.94%
Q2 20233.3K$1M+0.97%
Q1 20233.3K$915,831+0.72%
Q4 20223.3K$481,979+0.43%
Q3 20223.5K$429,000+0.42%
Q2 20223.6K$547,000+0.52%
Q1 20223.4K$930,000+0.59%
Q4 20212.6K$756,000+0.44%
Q3 20212.9K$598,000+0.37%
Q2 2021800$640,000+0.38%
Q1 2021884$472,000+0.31%
Q4 2020958$500,000+0.35%
Q3 2020853$462,000+0.37%
Q2 2020660$251,000+0.22%
Q1 2020762$201,000+0.21%
Q4 2019936$220,000+0.13%

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