Position in Q
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$60,098
-$11,668 QoQ
Shares Held
368
-40.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,063
of 1,312 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026True Wealth Design, LLC holds $1,502,748 across 21 Semiconductor Equipment & Materials names. Q ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
667 | $289,031 | |
| 2 | TER |
Teradyne, Inc
|
567 | $274,337 | |
| 3 | ASML |
Asml Holding NV
|
97 | $192,975 | |
| 4 | AMAT |
Applied Materials Inc /De
|
231 | $167,013 | |
| 5 | KLIC |
Kulicke & Soffa Industries Inc
|
892 | $119,313 | |
| 6 | KLAC |
Kla Corp
|
335 | $101,072 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
368 | $60,098 | |
| 8 | IPGP |
Ipg Photonics Corp
|
450 | $52,794 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,098 | 368 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $71,766 | 622 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $48,500 | 594 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||