SEC 13F Intelligence

Heritage Wealth Management, Inc. /Ca/ / NVDA

Heritage Wealth Management, Inc. /Ca/’s Nvidia Corporation Position

Does Heritage Wealth Management, Inc. /Ca/ own Nvidia Corporation (NVDA)? Yes — 11.0K shares worth $2M (+1.06% of its 13F portfolio) as of Q1 2026, up from 10.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
11.0K
% of Portfolio
+1.06%
Quarters Held
10
currently held

Position History NVDA

Reported value by quarter
Q4 ’23: $476,897Q4 ’23Q1 ’24: $837,600Q2 ’24: $1MQ2 ’24Q3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $1MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.0K$2M+1.06%
Q4 202510.5K$2M+1.24%
Q3 202511.2K$2M+1.40%
Q2 202511.4K$2M+1.20%
Q1 202511.6K$1M+0.95%
Q4 20249.0K$1M+0.87%
Q3 20249.1K$1M+0.78%
Q2 20249.1K$1M+0.82%
Q1 2024927$837,600+0.63%
Q4 2023963$476,897+0.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Management, Inc. /Ca/’s full portfolio or all institutional holders of NVDA.