Position in DOCN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$257,364
New position
Shares Held
1,639
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#399
of 564 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026AE Wealth Management LLC holds $694,510,793 across 25 Software - Infrastructure names. DOCN ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,366,663 | $509,792,590 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
609,653 | $71,128,177 | |
| 3 | ORCL |
Oracle Corp
|
427,803 | $62,694,490 | |
| 4 | PANW |
Palo Alto Networks Inc
|
35,280 | $12,031,156 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
60,804 | $11,600,458 | |
| 6 | VRSN |
Verisign Inc/Ca
|
34,438 | $8,663,195 | |
| 7 | OKTA |
Okta, Inc.
|
36,782 | $5,018,877 | |
| 8 | SNPS |
Synopsys Inc
|
6,473 | $2,887,391 |
All Filings in DOCN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,364 | 1,639 | Shares | Other | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||