Position in ARM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,735,991
+$2,736,524 QoQ
Shares Held
13,357
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#273
of 955 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Ascent Wealth Partners, LLC holds $37,482,313 across 7 Semiconductors names. ARM ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
64,151 | $12,835,973 | |
| 2 | AVGO |
Broadcom Inc.
|
25,210 | $9,523,077 | |
| 3 | QCOM |
Qualcomm Inc/De
|
39,957 | $7,383,654 | |
| 4 | ARM |
Arm Holdings PLC /Uk
This page
|
13,357 | $4,735,991 | |
| 5 | TXN |
Texas Instruments Inc
|
7,934 | $2,364,887 | |
| 6 | MU |
Micron Technology Inc
|
380 | $438,630 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
419 | $200,101 |
All Filings in ARM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,735,991 | 13,357 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,999,467 | 13,217 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,280,894 | 11,718 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,635,199 | 11,557 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,479,959 | 15,333 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,204,786 | 20,646 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,497,423 | 20,245 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,822,016 | 19,733 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||