NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionBernardo Wealth Planning LLC
Latest Disclosed Ownership12,318 shares
Latest Disclosed Value $ 2,148,337
Bernardo Wealth Planning LLC reports 8.21% increase in ownership of NVDA / NVIDIA Corporation

On April 15, 2026 - Bernardo Wealth Planning LLC filed a 13F-HR form disclosing ownership of 12,318 shares of NVIDIA Corporation (MX:NVDA) valued at $2,148,337 USD as of March 31, 2026.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F NVIDIA COM 67066G104 12,318 935 8.21 2,148 1.18 0.4205
2026-01-26 2025-12-31 13F NVIDIA COM 67066G104 11,383 1,495 15.12 2,123 15.13 0.4046
2025-10-22 2025-09-30 13F NVIDIA COM 67066G104 9,888 1,129 12.89 1,845 184,300.00 0.3617
2025-08-13 2025-06-30 13F NVIDIA COM 67066G104 8,759 -805 -8.42 1 0.00 0.3005
2025-04-30 2025-03-31 13F/A-1 NVIDIA COM 67066G104 9,564 918 10.62 1 -99.91 0.2481
2025-04-22 2025-03-31 13F NVIDIA COM 67066G104 9,564 918 1,037 0.2480
2025-01-16 2024-12-31 13F NVIDIA COM 67066G104 8,646 -923 -9.65 1,175 117,400.00 0.2811
2024-10-18 2024-09-30 13F NVIDIA COM 67066G104 9,569 1,573 19.67 1 -99.90 0.3176
2024-07-10 2024-06-30 13F NVIDIA COM 67066G104 7,996 7,534 1,630.74 988 136.69 0.2658
2024-05-07 2024-03-31 13F NVIDIA COM 67066G104 462 462 418 0.1162
2023-10-30 2023-09-30 13F NVIDIA CORPORATION COM Stock 67066G104 0 -476 -100.00 0 -100.00
2023-07-21 2023-06-30 13F NVIDIA CORPORATION COM Stock 67066G104 476 -1,392 -74.52 202 -61.20 0.0803
2023-05-05 2023-03-31 13F NVIDIA CORPORATION COM Stock 67066G104 1,868 -561 -23.10 519 45.92 0.2228
2023-01-30 2022-12-31 13F NVIDIA CORPORATION COM Stock 67066G104 2,429 -536 -18.08 355 -3.79 0.1660
2022-10-24 2022-09-30 13F NVIDIA CORPORATION COM Stock 67066G104 2,965 158 5.63 369 -13.18 0.2088
2022-07-29 2022-06-30 13F NVIDIA CORPORATION COM Stock 67066G104 2,807 654 30.38 425 -27.60 0.2428
2022-05-06 2022-03-31 13F/A-1 NVIDIA CORPORATION COM Stock 67066G104 2,153 599 38.55 587 28.45 0.2915
2022-04-28 2022-03-31 13F NVIDIA CORPORATION COM Stock 67066G104 1,554 0 457 0.2232
2022-01-27 2021-12-31 13F NVIDIA CORPORATION COM Stock 67066G104 1,554 37 2.44 457 45.54 0.2232
2021-10-15 2021-09-30 13F NVIDIA CORPORATION COM Stock 67066G104 1,517 1,180 350.15 314 16.73 0.1824
2021-07-30 2021-06-30 13F NVIDIA CORPORATION COM Stock 67066G104 337 337 269 0.1615
2021-04-23 2021-03-31 13F NVIDIA CORPORATION COM Stock 67066G104 0 -1,868 -100.00 0 -100.00
2021-02-01 2020-12-31 13F NVIDIA CORPORATION COM Stock 67066G104 1,868 26 1.41 975 -2.21 0.3761
2020-10-23 2020-09-30 13F NVIDIA CORPORATION COM Stock 67066G104 1,842 93 5.32 997 50.15 0.4482
2020-08-03 2020-06-30 13F NVIDIA COM 67066G104 1,749 -31 -1.74 664 41.58 0.3562
2020-05-01 2020-03-31 13F NVIDIA COM 67066G104 1,780 -40 -2.20 469 9.58 0.3258
2020-02-10 2019-12-31 13F NVIDIA COM 67066G104 1,820 -244 -11.82 428 19.22 0.2597
2019-11-01 2019-09-30 13F NVIDIA COM 67066G104 2,064 -525 -20.28 359 -15.53 0.2600
2019-09-05 2019-06-30 13F/A-1 NVIDIA COM 67066G104 2,589 255 10.93 425 1.43 0.3328
2019-08-13 2019-06-30 13F NVIDIA COM 67066G104 2,589 255 425
2019-05-08 2019-03-31 13F NVIDIA COM 67066G104 2,334 2,334 419 0.3319
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.