Position in ARM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$318,049
New position
Shares Held
897
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#701
of 955 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in Semiconductors
Technology · as of Jun 30, 2026QTR Family Wealth, LLC holds $28,459,599 across 12 Semiconductors names. ARM ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
55,165 | $11,037,964 | |
| 2 | MU |
Micron Technology Inc
|
4,222 | $4,873,412 | |
| 3 | AVGO |
Broadcom Inc.
|
12,352 | $4,665,968 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
3,311 | $1,923,393 | |
| 5 | INTC |
Intel Corp
|
12,391 | $1,730,155 | |
| 6 | TXN |
Texas Instruments Inc
|
3,983 | $1,187,212 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
3,898 | $1,060,061 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,717 | $511,477 |
All Filings in ARM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,049 | 897 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||