Forthright Family Wealth Advisory LLC NVDA — NVIDIA CORPORATION

Ownership history in Forthright Family Wealth Advisory LLC  ·  10 quarters on record

AI Ownership Summary

Forthright Family Wealth Advisory LLC reported NVIDIA CORPORATION (NVDA) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.53% in 2025 Q3. The latest visible filing shows NVDA at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Forthright Family Wealth Advisory LLC's position in NVIDIA CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NVDA was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVDA stock page Forthright Family Wealth Advisory LLC fund profile Forthright Family Wealth Advisory LLC full holdings
How Forthright Family Wealth Advisory LLC held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 2,627 +2,332 +790.5% 0.30% $526K 2026-07-16 $207.40
2026 Q1 REDUCED 88.2% +11.9% ❌ 295 -2,204 -88.2% 0.18% $267K 2026-05-13 $225.57
2025 Q4 REDUCED 46.4% -6.5% ✅ 2,499 -2,159 -46.4% 0.29% $466K 2026-02-23 $191.32
2025 Q3 REDUCED — — — 4,658 -11 -0.2% 0.53% $869K 2025-11-04 $198.44
2025 Q2 ADDED — — — 4,669 +1,129 +31.9% 0.47% $738K 2025-08-13 $181.35
2025 Q1 REDUCED 11.9% +45.8% ❌ 3,540 -479 -11.9% 0.25% $384K 2025-04-30 $108.77
2024 Q4 REDUCED — — — 4,019 -12 -0.3% 0.35% $540K 2025-03-03 $113.89
2024 Q3 ADDED — — — 4,031 +54 +1.4% 0.37% $574K 2024-12-09 $138.60
2024 Q2 ADDED — — — 3,977 +3,682 +1248.1% 0.32% $491K 2024-08-12 $108.84
2024 Q1 INITIATED — — — 295 — — 0.18% $267K 2024-04-29 $87.61

🏢 Other funds also holding NVDA

As of 2026 Q2 — sorted by position size

Donor Advised Charitable Giving, Inc. 3Y 7Y 98.68% V. M. MANNING & CO., INC. 40.01% KIECKHEFER GROUP LLC 39.18% Nelson Capital Management, LLC 3Y 7Y 35.25% HOEY INVESTMENTS, INC 3Y 34.61% AK GLOBAL ASSET MANAGEMENT, LLC 31.57% BUILDER INVESTMENT GROUP INC /ADV 3Y 30.98% PATHWAY WEALTH MANAGEMENT LLC 28.35% Palacios Wealth Management, LLC 27.8% Investment Insight Wealth Management, LLC 26.44%

FAQ About Forthright Family Wealth Advisory LLC and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Forthright Family Wealth Advisory LLC reported owning NVDA?

Forthright Family Wealth Advisory LLC reported NVDA across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NVDA position in Forthright Family Wealth Advisory LLC's portfolio?

The largest reported portfolio weight for NVDA was 0.53% in 2025 Q3.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q2, when Forthright Family Wealth Advisory LLC reported 2,627 shares, equal to 0.30% of portfolio, with an estimated market value of $526K.

What does the chart on this NVDA ownership page compare?

The chart compares Forthright Family Wealth Advisory LLC's quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Forthright Family Wealth Advisory LLC time their NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, Forthright Family Wealth Advisory LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on NVDA relative to SPY over the holding period was +22.5%.

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