WCG Wealth Advisors LLC

Position in CHKP — Check Point Software Technologies Ltd

CIK 1855713 LAS VEGAS, NV

Position in CHKP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,537,569

+$418,725 QoQ

Shares Held

26,916

+23.3% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#189

of 630 holders

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $120,019,854 across 8 Software - Infrastructure names. CHKP ranks #8 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	139,746	$52,128,052
2	CRWD	CrowdStrike Holdings, Inc.	85,776	$16,364,774
3	PLTR	Palantir Technologies Inc.	130,426	$15,216,801
4	ORCL	Oracle Corp	96,889	$14,199,082
5	PANW	Palo Alto Networks Inc	23,504	$8,015,334
6	FTNT	Fortinet, Inc.	37,203	$5,715,124
7	CRWV	CoreWeave, Inc.	48,655	$4,843,118
8	CHKP	Check Point Software Technologies Ltd This page	26,916	$3,537,569

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,537,569	26,916	+23.3%	Shares	Sole	2026-08-14
2026-03-31	$3,118,844	21,833	+8.1%	Shares	Sole	2026-05-12
2025-12-31	$3,748,126	20,199	+60.0%	Shares	Sole	2026-02-10
2025-03-31	$2,878,173	12,628	-6.3%	Shares	Sole	2025-05-15
2024-12-31	$2,515,222	13,472	+6.4%	Shares	Sole	2025-02-19
2024-09-30	$2,440,588	12,658	-0.9%	Shares	Sole	2024-11-13
2024-06-30	$2,107,710	12,774	+5.2%	Shares	Sole	2024-08-12
2024-03-31	$1,990,589	12,137	-27.4%	Shares	Sole	2024-05-13
2023-12-31	$2,554,801	16,721	-19.3%	Shares	Sole	2024-02-08
2023-09-30	$2,761,295	20,718	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.