PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in CRDO — Credo Technology Group Holding Ltd
CIK 2145782
WALTHAM, MA
Position in CRDO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$262,159
+$100,421 QoQ
Shares Held
964
-44.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#754
of 975 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRDO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $6,048,294 across 11 Semiconductors names. CRDO ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
21,362 | $4,274,322 | |
| 2 | AVGO |
Broadcom Inc.
|
1,167 | $440,834 | |
| 3 | ALMU |
Aeluma, Inc.
|
15,900 | $351,072 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
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|
964 | $262,159 | |
| 5 | INTC |
Intel Corp
|
1,696 | $236,812 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
241 | $139,999 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
63 | $87,088 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
182 | $86,917 |
All Filings in CRDO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,159 | 964 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $161,738 | 1,723 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $45,325 | 315 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $45,867 | 315 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $56,942 | 615 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $24,698 | 615 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $41,334 | 615 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||