PRESILIUM PRIVATE WEALTH, LLC NVDA NVIDIA CORPORATION

Ownership history in PRESILIUM PRIVATE WEALTH, LLC  ·  9 quarters on record

AI Ownership Summary

PRESILIUM PRIVATE WEALTH, LLC reported NVIDIA CORPORATION (NVDA) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q3. The latest visible filing shows NVDA at 0.13% 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 PRESILIUM PRIVATE WEALTH, 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 Q1

NVDA was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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 Q1

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.

How PRESILIUM PRIVATE WEALTH, 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 4,164 +451 +12.1% 0.13% $726K 2026-04-17 $201.68
2025 Q4 REDUCED 3,713 -195 -5.0% 0.13% $693K 2026-01-13 $185.80
2025 Q3 ADDED 3,908 +83 +2.2% 0.14% $729K 2025-10-21 $181.14
2025 Q2 ADDED 3,825 +498 +15.0% 0.12% $604K 2025-07-25 $173.47
2025 Q1 ADDED 3,327 +703 +26.8% 0.08% $361K 2025-04-10 $107.54
2024 Q4 ADDED 2,624 +347 +15.2% 0.08% $352K 2025-01-14 $131.72
2024 Q3 UNCHANGED 2,277 0% 0.06% $276K 2024-10-03 $122.80
2024 Q2 ADDED 2,277 +2,054 +921.1% 0.07% $281K 2024-07-15 $128.38
2024 Q1 INITIATED 223 0.05% $201K 2024-05-01 $82.99

FAQ About PRESILIUM PRIVATE WEALTH, 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 PRESILIUM PRIVATE WEALTH, LLC reported owning NVDA?

PRESILIUM PRIVATE WEALTH, LLC reported NVDA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported NVDA position in PRESILIUM PRIVATE WEALTH, LLC's portfolio?

The largest reported portfolio weight for NVDA was 0.14% in 2025 Q3.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q1, when PRESILIUM PRIVATE WEALTH, LLC reported 4,164 shares, equal to 0.13% of portfolio, with an estimated market value of $726K.

What does the chart on this NVDA ownership page compare?

The chart compares PRESILIUM PRIVATE WEALTH, 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 PRESILIUM PRIVATE WEALTH, LLC time their NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, PRESILIUM PRIVATE WEALTH, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on NVDA relative to SPY over the holding period was +30.0%.

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