SEC 13F Intelligence

Mowery & Schoenfeld Wealth Management, LLC / NVDA

Mowery & Schoenfeld Wealth Management, LLC’s Nvidia Corporation Position

Does Mowery & Schoenfeld Wealth Management, LLC own Nvidia Corporation (NVDA)? Yes — 18.9K shares worth $3M (+5.04% of its 13F portfolio) as of Q1 2026, down from 24.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
18.9K
% of Portfolio
+5.04%
Quarters Held
9
currently held

Position History NVDA

Reported value by quarter
Q1 ’24: $50,600Q1 ’24Q2 ’24: $71,654Q3 ’24: $70,436Q3 ’24Q4 ’24: $592,891Q1 ’25: $502,981Q1 ’25Q2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $5MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.9K$3M+5.04%
Q4 202524.9K$5M+6.73%
Q3 202518.9K$4M+6.06%
Q2 202519.3K$3M+4.63%
Q1 20254.6K$502,981+0.99%
Q4 20244.4K$592,891+1.15%
Q3 2024580$70,436+0.11%
Q2 2024580$71,654+0.10%
Q1 202456$50,600+0.10%

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