SUMMIT WEALTH GROUP LLC / CO

Position in KLAC — Kla Corp

CIK 2081278 COLORADO SPRINGS, CO

Position in KLAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$449,246

-$842,871 QoQ

Shares Held

1,489

-98.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,807

of 2,471 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Technology · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $4,156,150 across 4 Semiconductor Equipment & Materials names. KLAC ranks #4 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	2,839	$2,052,597
2	ASML	Asml Holding NV	507	$1,008,646
3	LRCX	Lam Research Corp	1,490	$645,661
4	KLAC	Kla Corp This page	1,489	$449,246

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$449,246	1,489	-82.1%	Shares	Sole	2026-07-28
2025-09-30	$1,292,117	8,319	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.