NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionGoalFusion Wealth Management, LLC
Latest Disclosed Ownership10,592 shares
Latest Disclosed Value $ 1,847,302
GoalFusion Wealth Management, LLC reports 7.69% increase in ownership of NVDA / NVIDIA Corporation

On April 14, 2026 - GoalFusion Wealth Management, LLC filed a 13F-HR form disclosing ownership of 10,592 shares of NVIDIA Corporation (MX:NVDA) valued at $1,847,302 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 9,836 shares of NVIDIA Corporation. This represents a change in shares of 7.69% 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)
2026-04-14 2026-03-31 13F NVIDIA COM 67066G104 10,592 756 7.69 1,847 0.71 0.8378
2026-01-06 2025-12-31 13F NVIDIA COM 67066G104 9,836 3,788 62.63 1,834 62.59 0.8484
2025-10-21 2025-09-30 13F NVIDIA COM 67066G104 6,048 353 6.20 1,128 25.47 0.5388
2025-07-16 2025-06-30 13F NVIDIA COM 67066G104 5,695 37 0.65 900 46.66 0.4624
2025-05-01 2025-03-31 13F NVIDIA COM 67066G104 5,658 200 3.66 613 -16.26 0.3356
2025-01-15 2024-12-31 13F NVIDIA COM 67066G104 5,458 250 4.80 733 15.82 0.3995
2024-10-07 2024-09-30 13F NVIDIA COM 67066G104 5,208 -375 -6.72 632 -8.27 0.3504
2024-07-18 2024-06-30 13F NVIDIA COM 67066G104 5,583 4,967 806.33 690 23.92 0.4286
2024-04-03 2024-03-31 13F NVIDIA COM 67066G104 616 3 0.49 557 83.50 0.3547
2024-01-03 2023-12-31 13F NVIDIA COM 67066G104 613 0 0.00 304 13.91 0.2070
2023-10-10 2023-09-30 13F NVIDIA COM 67066G104 613 0 0.00 267 2.70 0.1983
2023-07-17 2023-06-30 13F NVIDIA COM 67066G104 613 613 259 0.1911
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.