NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionTrue Wealth Design, LLC
Latest Disclosed Ownership7,644 shares
Latest Disclosed Value $ 1,333,087
True Wealth Design, LLC reports 22.83% increase in ownership of NVDA / NVIDIA Corporation

On April 13, 2026 - True Wealth Design, LLC filed a 13F-HR form disclosing ownership of 7,644 shares of NVIDIA Corporation (MX:NVDA) valued at $1,333,087 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 6,223 shares of NVIDIA Corporation. This represents a change in shares of 22.83% 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)
2026-04-13 2026-03-31 13F NVIDIA COM 67066G104 7,644 1,421 22.83 1,333 14.91 0.3699
2026-01-08 2025-12-31 13F NVIDIA COM 67066G104 6,223 71 1.15 1,161 1.13 0.3402
2025-10-21 2025-09-30 13F NVIDIA COM 67066G104 6,152 2,000 48.17 1,148 74.85 0.3508
2025-08-06 2025-06-30 13F NVIDIA COM 67066G104 4,152 -556 -11.81 656 28.63 0.2312
2025-05-13 2025-03-31 13F NVIDIA COM 67066G104 4,708 1,361 40.66 510 13.59 0.1944
2025-02-14 2024-12-31 13F NVIDIA COM 67066G104 3,347 262 8.49 450 20.05 0.1744
2024-11-14 2024-09-30 13F NVIDIA COM 67066G104 3,085 1,320 74.79 375 71.56 0.1463
2024-08-14 2024-06-30 13F NVIDIA COM 67066G104 1,765 1,610 1,038.71 218 55.71 0.0539
2024-05-14 2024-03-31 13F NVIDIA COM 67066G104 155 -7 -4.32 140 75.00 0.0349
2024-02-14 2023-12-31 13F NVIDIA COM 67066G104 162 -22 -11.96 80 0.00 0.0226
2023-11-13 2023-09-30 13F NVIDIA COM 67066G104 184 0 0.00 80 3.90 0.0268
2023-08-14 2023-06-30 13F NVIDIA COM 67066G104 184 -235 -56.09 78 -33.62 0.0285
2023-05-12 2023-03-31 13F NVIDIA COM 67066G104 419 -3 -0.71 116 90.16 0.0488
2023-02-15 2022-12-31 13F NVIDIA COM 67066G104 422 422 62 0.0285
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.