Capital Advisors Wealth Management, LLC

Position in KLAC — Kla Corp

CIK 1824700 YAKIMA, WA

Back to KLAC Full portfolio

Position in KLAC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$783,842

+$396,599 QoQ

Shares Held

2,598

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,560

of 2,471 holders

Holding Since

Jun 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in KLAC Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Capital Advisors Wealth Management, LLC holds $2,744,602 across 3 Semiconductor Equipment & Materials names. KLAC ranks #3 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	1,493	$1,079,439
2	ASML	Asml Holding NV	443	$881,321
3	KLAC	Kla Corp This page	2,598	$783,842

All Filings in KLAC

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$783,842	2,598	+887.8%	Shares	Sole	2026-07-23
2026-03-31	$387,243	263	0.0%	Shares	Sole	2026-04-08
2025-12-31	$319,566	263	+0.4%	Shares	Sole	2026-01-21
2025-09-30	$282,593	262	+0.8%	Shares	Sole	2025-10-16
2025-06-30	$232,892	260	+1.6%	Shares	Sole	2025-08-13
2024-06-30	$211,074	256	—	Shares	Sole	2024-07-16
No filing history on record for this holder in this stock.