Position in KLAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,404,832
+$3,358,183 QoQ
Shares Held
17,914
+28.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#839
of 2,471 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026CreativeOne Wealth, LLC holds $29,243,714 across 6 Semiconductor Equipment & Materials names. KLAC ranks #3 (18.5% of the industry book) .
All Filings in KLAC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,404,832 | 17,914 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $2,046,649 | 1,390 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,232,101 | 1,837 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,101,112 | 1,948 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,312,800 | 2,582 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,626,760 | 2,393 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,634,530 | 2,594 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,098,650 | 2,710 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,538,534 | 1,866 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,760,396 | 2,520 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $666,169 | 1,146 | Shares | Other | 2024-02-09 | |
| 2023-06-30 | $334,663 | 690 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $296,982 | 744 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $302,378 | 802 | Shares | Sole | 2023-02-15 | |
| 2022-03-31 | $437,441 | 1,195 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $500,217 | 1,163 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $290,354 | 868 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $209,439 | 646 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||