Position in ARM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$800,618
+$529,676 QoQ
Shares Held
2,258
+26.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#518
of 955 holders
Holding Since
Mar 2024
10 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, 2026CreativeOne Wealth, LLC holds $211,025,736 across 18 Semiconductors names. ARM ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
484,553 | $96,954,208 | |
| 2 | AVGO |
Broadcom Inc.
|
115,556 | $43,651,278 | |
| 3 | MU |
Micron Technology Inc
|
18,248 | $21,063,482 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
27,494 | $15,971,539 | |
| 5 | INTC |
Intel Corp
|
46,462 | $6,487,488 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
19,717 | $5,873,496 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
12,038 | $5,748,987 | |
| 8 | TXN |
Texas Instruments Inc
|
17,377 | $5,179,562 |
All Filings in ARM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,618 | 2,258 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $270,942 | 1,791 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $200,036 | 1,830 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $246,616 | 1,743 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $344,990 | 2,133 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $357,104 | 3,344 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $516,507 | 4,187 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $376,116 | 2,630 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $592,958 | 3,624 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $266,728 | 2,134 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||