Position in DAVA
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$79,560
New position
Shares Held
18,000
first reported quarter
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $106,080,303 across 13 Software - Infrastructure names. DAVA ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
138,169 | $51,146,018 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
263,561 | $38,553,703 | |
| 3 | ORCL |
Oracle Corp
|
48,932 | $7,198,386 | |
| 4 | CRWV |
CoreWeave, Inc.
|
26,148 | $2,025,685 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
18,169 | $1,773,339 | |
| 6 | PANW |
Palo Alto Networks Inc
|
9,191 | $1,473,501 | |
| 7 | XYZ |
Block, Inc.
|
19,608 | $1,180,009 | |
| 8 | FTNT |
Fortinet, Inc.
|
13,778 | $1,125,938 |
All Filings in DAVA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,560 | 18,000 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||