Position in AVPT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,101,796
+$318,738 QoQ
Shares Held
187,493
0.0% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#73
of 252 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVPT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ANGELES WEALTH MANAGEMENT, LLC holds $50,518,064 across 15 Software - Infrastructure names. AVPT ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
103,056 | $38,441,949 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,714 | $2,289,608 | |
| 3 | AVPT |
AvePoint, Inc.
This page
|
187,493 | $2,101,796 | |
| 4 | ORCL |
Oracle Corp
|
10,681 | $1,565,300 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,616 | $1,453,018 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
9,316 | $1,086,897 | |
| 7 | TOST |
Toast, Inc.
|
23,584 | $656,106 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,941 | $605,416 |
All Filings in AVPT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,101,796 | 187,493 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,783,058 | 187,493 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||