Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,970,635
+$1,911,974 QoQ
Shares Held
9,846
+36.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,009
of 2,471 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $28,348,132 across 6 Semiconductor Equipment & Materials names. KLAC ranks #3 (10.5% of the industry book) .
All Filings in KLAC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,970,635 | 9,846 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,058,661 | 719 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $761,853 | 627 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $612,643 | 568 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $409,351 | 457 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $271,918 | 400 | Shares | Other | 2025-06-02 | |
| No filing history on record for this holder in this stock. | ||||||