Acumen Wealth Advisors, LLC

Position in KLAC — Kla Corp

CIK 1939202 CHATTANOOGA, TN

Position in KLAC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$7,014,757

+$3,860,856 QoQ

Shares Held

23,250

+8.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.44%

of 13F equity value

Holder Rank

#762

of 2,471 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $21,033,511 across 4 Semiconductor Equipment & Materials names. KLAC ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	23,460	$10,165,921
2	KLAC	Kla Corp This page	23,250	$7,014,757
3	ASML	Asml Holding NV	1,918	$3,815,745
4	ONTO	Onto Innovation Inc.	98	$37,088

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,014,757	23,250	+985.4%	Shares	Sole	2026-08-03
2026-03-31	$3,153,901	2,142	-16.5%	Shares	Sole	2026-05-13
2025-12-31	$3,116,679	2,565	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.