ELEVATION WEALTH PARTNERS, LLC

Position in KLAC — Kla Corp

CIK 1976256 WALNUT CREEK, CA

Position in KLAC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$917,198

+$472,531 QoQ

Shares Held

3,040

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#1,481

of 2,471 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $1,715,821 across 10 Semiconductor Equipment & Materials names. KLAC ranks #1 (53.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	3,040	$917,198
2	ONTO	Onto Innovation Inc.	786	$297,461
3	ASML	Asml Holding NV	127	$252,658
4	LRCX	Lam Research Corp	228	$98,799
5	AMAT	Applied Materials Inc /De	93	$67,239
6	TER	Teradyne, Inc	71	$34,352
7	Q	Qnity Electronics, Inc.	201	$32,825
8	ENTG	Entegris Inc	31	$5,575

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$917,198	3,040	+906.6%	Shares	Sole	2026-07-08
2026-03-31	$444,667	302	+0.3%	Shares	Sole	2026-04-14
2025-12-31	$365,739	301	+3.4%	Shares	Sole	2026-01-09
2025-09-30	$313,872	291	+1.4%	Shares	Sole	2025-10-14
2025-06-30	$257,077	287	0.0%	Shares	Sole	2025-07-08
2025-03-31	$195,102	287	+0.3%	Shares	Sole	2025-04-09
2024-12-31	$180,214	286	+0.4%	Shares	Sole	2025-01-29
2024-09-30	$220,706	285	0.0%	Shares	Sole	2024-10-04
2024-06-30	$234,985	285	+0.4%	Shares	Sole	2024-07-09
2024-03-31	$198,393	284	-39.4%	Shares	Sole	2024-04-19
2023-12-31	$272,629	469	0.0%	Shares	Sole	2024-01-17
2023-09-30	$215,111	469	0.0%	Shares	Sole	2023-10-10
2023-06-30	$227,474	469	0.0%	Shares	Sole	2023-07-06
2023-03-31	$187,210	469	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.