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Rooted Wealth Advisors, Inc. → NVDA

Rooted Wealth Advisors, Inc. NVDA Position History

NVIDIA Corporation

Quarters held
4
Latest value
$5.3M
Q3 2026
Peak value
$5.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.3M
Q1 2026$5.1M
Q2 2026$5.3M
Q3 2026$5.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.3M26.3K——
Q2 2026$5.3M26.3K——
Q1 2026$5.1M25.2K——
Q4 2025$3.3M19.1K——

Other funds holding NVDA

Other Rooted Wealth Advisors, Inc. positions

VGES

VANGUARD INDEX FDS

$56.8M
VGES

VANGUARD INDEX FDS

$56.8M
VGES

VANGUARD INDEX FDS

$53.2M
VGES

VANGUARD INDEX FDS

$51.6M
RKLB

INVESCO EXCH TRADED FD TR II

$25.8M
RKLB

INVESCO EXCH TRADED FD TR II

$25.8M
STT-PG

SPDR SERIES TRUST

$22.7M
STT-PG

SPDR SERIES TRUST

$22.7M
Rooted Wealth Advisors, Inc. NVDA Holdings: 13F Position History | Track13F