SEC 13F Intelligence

Momentum Wealth Planning, LLC / NVDA

Momentum Wealth Planning, LLC’s Nvidia Corporation Position

Does Momentum Wealth Planning, LLC own Nvidia Corporation (NVDA)? Yes — 11.2K shares worth $2M (+1.73% of its 13F portfolio) as of Q1 2026, down from 16.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
11.2K
% of Portfolio
+1.73%
Quarters Held
3
currently held

Position History NVDA

Reported value by quarter
Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.2K$2M+1.73%
Q4 202516.9K$3M+2.46%
Q3 202517.2K$3M+2.50%

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