Elwood & Goetz Wealth Advisory Group, LLC

Position in KLAC — Kla Corp

CIK 1752758 ATHENS, GA

Back to KLAC Full portfolio

Position in KLAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$468,253

+$106,041 QoQ

Shares Held

1,552

-36.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,782

of 2,471 holders

Holding Since

Mar 2026

2 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, 2026

Elwood & Goetz Wealth Advisory Group, LLC holds $1,982,478 across 3 Semiconductor Equipment & Materials names. KLAC ranks #3 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	1,068	$772,164
2	ASML	Asml Holding NV	373	$742,061
3	KLAC	Kla Corp This page	1,552	$468,253

All Filings in KLAC

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$468,253	1,552	+530.9%	Shares	Sole	2026-08-13
2026-03-31	$362,212	246	—	Shares	Sole	2026-05-01
No filing history on record for this holder in this stock.