KINGSWOOD WEALTH ADVISORS, LLC

Position in KLAC — Kla Corp

CIK 1987855 SAN DIEGO, CA

Position in KLAC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,703,925

+$1,935,327 QoQ

Shares Held

8,962

+71.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,048

of 2,471 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $17,244,801 across 6 Semiconductor Equipment & Materials names. KLAC ranks #4 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	10,544	$7,623,312
2	ASML	Asml Holding NV	1,785	$3,551,150
3	LRCX	Lam Research Corp	6,558	$2,841,778
4	KLAC	Kla Corp This page	8,962	$2,703,925
5	ACMR	ACM Research, Inc.	2,331	$295,780
6	TER	Teradyne, Inc	473	$228,856

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,703,925	8,962	+1616.9%	Shares	Sole	2026-07-27
2026-03-31	$768,598	522	+72.3%	Shares	Sole	2026-04-28
2025-12-31	$368,169	303	+11.8%	Shares	Sole	2026-01-28
2025-09-30	$292,300	271	+3.4%	Shares	Sole	2025-10-23
2025-06-30	$234,683	262	-16.8%	Shares	Sole	2025-07-23
2025-03-31	$214,137	315	-19.2%	Shares	Sole	2025-07-25
2024-12-31	$245,746	390	-21.7%	Shares	Sole	2025-01-22
2024-09-30	$385,656	498	+7.6%	Shares	Sole	2024-10-21
2024-06-30	$381,748	463	+15.8%	Shares	Sole	2024-07-09
2024-03-31	$279,428	400	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.