Back to NVDA

Beacon Financial Advisory LLC → NVDA

Beacon Financial Advisory LLC NVDA Position History

NVIDIA Corporation

Quarters held
5
Latest value
$8.2M
Q3 2026
Peak value
$8.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.4M
Q4 2025$5.8M
Q1 2026$5.6M
Q2 2026$6.8M
Q3 2026$8.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.2M36.0K——
Q2 2026$6.8M33.8K——
Q1 2026$5.6M32.3K——
Q4 2025$5.8M31.2K——
Q3 2025$6.4M34.2K——

Other funds holding NVDA

Other Beacon Financial Advisory LLC positions

COF-PN

CAPITAL GROUP DIVIDEND VALUE

$22.1M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$22M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$20M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$18.2M