Position in ARM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,326,091
New position
Shares Held
3,740
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#445
of 955 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Semiconductors
Technology · as of Jun 30, 2026Xcel Wealth Management, LLC holds $38,887,608 across 7 Semiconductors names. ARM ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
85,544 | $17,116,498 | |
| 2 | AVGO |
Broadcom Inc.
|
23,529 | $8,888,079 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
8,765 | $5,091,676 | |
| 4 | INTC |
Intel Corp
|
19,789 | $2,763,138 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
6,755 | $2,012,246 | |
| 6 | MU |
Micron Technology Inc
|
1,464 | $1,689,880 | |
| 7 | ARM |
Arm Holdings PLC /Uk
This page
|
3,740 | $1,326,091 |
All Filings in ARM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,326,091 | 3,740 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||