Position in ARM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$457,749
+$381,353 QoQ
Shares Held
1,291
+155.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#624
of 955 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $88,161,473 across 20 Semiconductors names. ARM ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
90,370 | $43,158,000 | |
| 2 | NVDA |
Nvidia Corp
|
153,231 | $30,659,990 | |
| 3 | AVGO |
Broadcom Inc.
|
18,407 | $6,953,244 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
3,812 | $2,214,428 | |
| 5 | MU |
Micron Technology Inc
|
1,028 | $1,186,610 | |
| 6 | INTC |
Intel Corp
|
5,169 | $721,747 | |
| 7 | TXN |
Texas Instruments Inc
|
2,244 | $668,869 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
2,218 | $660,720 |
All Filings in ARM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,749 | 1,291 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $76,396 | 505 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $55,201 | 505 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $71,452 | 505 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $81,678 | 505 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $53,928 | 505 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $53,291 | 432 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $61,780 | 432 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $74,447 | 455 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $34,997 | 280 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||