NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionDynamic Wealth Strategies, LLC
Latest Disclosed Ownership4,081 shares
Latest Disclosed Value $ 711,726
Dynamic Wealth Strategies, LLC reports 11.63% decrease in ownership of NVDA / NVIDIA Corporation

On May 13, 2026 - Dynamic Wealth Strategies, LLC filed a 13F-HR form disclosing ownership of 4,081 shares of NVIDIA Corporation (MX:NVDA) valued at $711,726 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 4,618 shares of NVIDIA Corporation. This represents a change in shares of -11.63% during the quarter.

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)
2026-05-13 2026-03-31 13F NVIDIA CORPORATION COM Stock 67066G104 4,081 -537 -11.63 712 -17.42 0.4117
2026-02-04 2025-12-31 13F NVIDIA CORPORATION COM Stock 67066G104 4,618 1,347 41.18 861 41.15 0.5127
2025-10-29 2025-09-30 13F NVIDIA OM 67066G104 3,271 264 8.78 610 28.42 0.4078
2025-08-13 2025-06-30 13F NVIDIA COM 67066G104 3,007 14 0.47 475 46.60 0.3421
2025-05-13 2025-03-31 13F NVIDIA COM 67066G104 2,993 298 11.06 324 -10.25 0.2697
2025-02-13 2024-12-31 13F NVIDIA COM 67066G104 2,695 18 0.67 362 0.3221
2024-11-13 2024-09-30 13F NVIDIA COM 67066G104 2,677 312 13.19 0 0.2651
2024-08-15 2024-06-30 13F NVIDIA COM 67066G104 2,365 2,136 932.75 0 0.2509
2024-05-15 2024-03-31 13F NVIDIA COM 67066G104 229 7 3.15 0 -100.00 0.1769
2024-02-13 2023-12-31 13F NVIDIA COM 67066G104 222 222 110 0.1012
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.