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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

KLAC holding history

KLA Corp in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KLAC overviewAll 13F holders of KLACFull Q2 2026 holdings

Shares (Q2 2026)
335
Value
$101.1K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of KLAC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026335$101.1K<0.1%−35−9.5%ReducedConverted for a 10-for-1 splitHolders
Q1 202637$54.5K<0.1%−1−2.6%ReducedHolders
Q4 202538$46.2K<0.1%−1−2.6%ReducedHolders
Q3 202539$41.5K<0.1%+8+25.8%AddedHolders
Q2 202531$27.3K<0.1%+14+82.4%AddedHolders
Q1 202517$11.2K<0.1%+10+142.9%AddedHolders
Q4 20247$4.10K<0.1%+2+40.0%AddedHolders
Q3 20245$3.87K<0.1%00.0%UnchangedHolders
Q2 20245$4.12K<0.1%00.0%UnchangedHolders
Q1 20245$3.49K<0.1%+2+66.7%AddedHolders
Q4 20233$1.74K<0.1%00.0%UnchangedHolders
Q3 20233$1.38K<0.1%00.0%UnchangedHolders
Q2 20233$1.46K<0.1%00.0%UnchangedHolders
Q1 20233$1.20K<0.1%00.0%UnchangedHolders
Q4 20223$1.13K<0.1%–No prior filingHolders