Position in KLAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,555,821
+$2,404,630 QoQ
Shares Held
15,100
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#888
of 2,471 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Triad Wealth Partners, LLC holds $10,792,449 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (42.2% of the industry book) .
All Filings in KLAC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,555,821 | 15,100 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,151,191 | 1,461 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,568,668 | 1,291 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,342,857 | 1,245 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,072,200 | 1,197 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $827,996 | 1,218 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $793,321 | 1,259 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $700,008 | 849 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $523,927 | 750 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||