Position in MU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,873,412
+$3,096,374 QoQ
Shares Held
4,222
-19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#1,480
of 3,878 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026QTR Family Wealth, LLC holds $28,459,599 across 12 Semiconductors names. MU ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
55,165 | $11,037,964 | |
| 2 | MU |
Micron Technology Inc
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|
4,222 | $4,873,412 | |
| 3 | AVGO |
Broadcom Inc.
|
12,352 | $4,665,968 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
3,311 | $1,923,393 | |
| 5 | INTC |
Intel Corp
|
12,391 | $1,730,155 | |
| 6 | TXN |
Texas Instruments Inc
|
3,983 | $1,187,212 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
3,898 | $1,060,061 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,717 | $511,477 |
All Filings in MU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,873,412 | 4,222 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,777,038 | 5,260 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,437,610 | 5,037 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $912,228 | 5,452 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $469,212 | 3,807 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $315,932 | 3,636 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||