Octavia Wealth Advisors, LLC

Position in KLAC — Kla Corp

CIK 1841259 CINCINNATI, OH

Position in KLAC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$352,698

+$139,199 QoQ

Shares Held

1,169

-19.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,937

of 2,471 holders

Holding Since

Dec 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $5,434,744 across 4 Semiconductor Equipment & Materials names. KLAC ranks #2 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	6,206	$4,486,938
2	KLAC	Kla Corp This page	1,169	$352,698
3	LRCX	Lam Research Corp	726	$314,597
4	ASML	Asml Holding NV	141	$280,511

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$352,698	1,169	+706.2%	Shares	Sole	2026-07-14
2026-03-31	$213,499	145	-17.1%	Shares	Sole	2026-04-10
2025-12-31	$212,639	175	-12.9%	Shares	Sole	2026-01-23
2025-09-30	$216,798	201	-21.2%	Shares	Sole	2025-10-28
2024-06-30	$210,250	255	-12.4%	Shares	Sole	2024-08-02
2024-03-31	$203,283	291	-18.7%	Shares	Sole	2024-04-15
2023-12-31	$208,105	358	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.