Position in ARM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$674,392
+$400,790 QoQ
Shares Held
1,902
-24.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#550
of 955 holders
Holding Since
Mar 2024
8 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $175,723,528 across 20 Semiconductors names. ARM ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
312,815 | $62,591,153 | |
| 2 | AVGO |
Broadcom Inc.
|
78,823 | $29,775,388 | |
| 3 | MU |
Micron Technology Inc
|
24,024 | $27,730,662 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
22,632 | $13,147,155 | |
| 5 | INTC |
Intel Corp
|
60,071 | $8,387,713 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
16,364 | $7,814,955 | |
| 7 | TXN |
Texas Instruments Inc
|
22,198 | $6,616,557 | |
| 8 | ADI |
Analog Devices Inc
|
12,728 | $5,055,179 |
All Filings in ARM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,392 | 1,902 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $273,602 | 2,503 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $625,668 | 4,422 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $963,646 | 5,958 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $418,296 | 3,917 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $485,051 | 3,932 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $497,531 | 3,479 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $439,964 | 3,520 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||