Phillips Wealth Planners LLC

Position in KLAC — Kla Corp

CIK 1962628 STARKVILLE, MS

Position in KLAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$497,218

+$198,319 QoQ

Shares Held

1,648

-18.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,764

of 2,471 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,315,500 across 5 Semiconductor Equipment & Materials names. KLAC ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	322	$640,599
2	KLAC	Kla Corp This page	1,648	$497,218
3	LRCX	Lam Research Corp	1,015	$439,829
4	AMAT	Applied Materials Inc /De	517	$373,791
5	AMKR	Amkor Technology, Inc.	4,222	$364,063

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$497,218	1,648	+711.8%	Shares	Sole	2026-08-07
2026-03-31	$298,899	203	-4.2%	Shares	Sole	2026-05-14
2025-12-31	$257,596	212	-30.5%	Shares	Defined	2026-02-10
2025-09-30	$328,973	305	-3.2%	Shares	Defined	2025-11-07
2025-06-30	$282,158	315	+1.0%	Shares	Defined	2025-07-11
2024-12-31	$196,597	312	-2.8%	Shares	Defined	2025-01-17
2024-09-30	$248,585	321	-1.8%	Shares	Defined	2024-10-29
2024-06-30	$269,614	327	-6.0%	Shares	Sole	2024-08-02
2024-03-31	$243,102	348	-2.5%	Shares	Defined	2024-04-29
2023-12-31	$207,524	357	—	Shares	Defined	2024-02-12
No filing history on record for this holder in this stock.