NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionInvera Wealth Advisors, LLC
Latest Disclosed Ownership25,919 shares
Latest Disclosed Value $ 4,520,274
Invera Wealth Advisors, LLC reports 23.75% increase in ownership of NVDA / NVIDIA Corporation

On April 22, 2026 - Invera Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 25,919 shares of NVIDIA Corporation (MX:NVDA) valued at $4,520,274 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 20,945 shares of NVIDIA Corporation. This represents a change in shares of 23.75% 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)
2026-04-22 2026-03-31 13F NVIDIA COM 67066G104 25,919 4,974 23.75 4,520 15.72 2.9012
2026-01-23 2025-12-31 13F NVIDIA COM 67066G104 20,945 -1,143 -5.17 3,906 -5.22 2.4683
2025-10-29 2025-09-30 13F NVIDIA COM 67066G104 22,088 -399 -1.77 4,121 16.02 2.5401
2025-10-29 2025-06-30 13F NVIDIA COM 67066G104 22,487 -428 -1.87 3,553 43.05 2.3168
2025-10-29 2025-03-31 13F/A-1 NVIDIA COM 67066G104 22,915 -9,513 -29.34 2,484 -47.99 1.6050
2025-05-02 2025-03-31 13F NVIDIA Common 67066G104 22,915 -9,513 2,484 2.9199
2025-02-03 2024-12-31 13F NVIDIA Common 67066G104 32,428 -3,454 -9.63 4,774 -10.63 4.7273
2024-11-12 2024-09-30 13F NVIDIA Common 67066G104 35,882 -9,652 -21.20 5,342 -7.91 5.3108
2024-08-07 2024-06-30 13F NVIDIA Common 67066G104 45,534 40,657 833.65 5,801 40.49 5.9474
2024-04-22 2024-03-31 13F NVIDIA COM 67066G104 4,877 -2,379 -32.79 4,129 14.92 3.5065
2024-04-22 2023-12-31 13F/A-1 NVIDIA COM 67066G104 7,256 7,256 3,593 2.2483
2024-01-17 2023-12-31 13F NVIDIA COM 67066G104 7,256 7,256 4 2.2481
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.