Northwest Financial Advisors

Position in ARM — Arm Holdings PLC /Uk

CIK 2010635 HERNDON, VA

Position in ARM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$218,060

-$39,837 QoQ

Shares Held

615

-74.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

#774

of 955 holders

Holding Since

Dec 2023

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Northwest Financial Advisors holds $968,021 across 4 Semiconductors names. ARM ranks #4 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTC	Intel Corp	1,919	$267,949
2	AVGO	Broadcom Inc.	696	$262,914
3	NVDA	Nvidia Corp	1,095	$219,098
4	ARM	Arm Holdings PLC /Uk This page	615	$218,060

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,060	615	-74.5%	Shares	Sole	2026-07-27
2025-03-31	$257,897	2,415	+98.8%	Shares	Sole	2025-04-11
2024-09-30	$173,757	1,215	+97.6%	Shares	Sole	2024-11-13
2023-12-31	$46,214	615	—	Shares	Sole	2024-02-07
No filing history on record for this holder in this stock.