Position in ARM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$438,248
+$223,128 QoQ
Shares Held
1,236
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#639
of 955 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Derivatives in ARM
reported options exposure · as of Jun 30, 2024CallValue
$81,810
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026HB Wealth Management, LLC holds $544,241,215 across 30 Semiconductors names. ARM ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,142,468 | $228,596,422 | |
| 2 | AVGO |
Broadcom Inc.
|
270,850 | $102,313,587 | |
| 3 | MU |
Micron Technology Inc
|
42,036 | $48,521,734 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
67,715 | $39,336,320 | |
| 5 | INTC |
Intel Corp
|
229,844 | $32,093,117 | |
| 6 | TXN |
Texas Instruments Inc
|
85,652 | $25,530,291 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
50,557 | $24,144,506 | |
| 8 | QCOM |
Qualcomm Inc/De
|
46,793 | $8,646,878 |
All Filings in ARM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,248 | 1,236 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $215,120 | 1,422 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $202,755 | 1,433 | Shares | Sole | 2025-10-23 | |
| 2024-12-31 | $746,451 | 6,051 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $390,274 | 2,729 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $361,436 | 2,209 | Shares | Sole | 2024-07-26 | |
| 2024-06-30 | $81,810 | 500 | Call | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||