Position in FTNT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$21,967
+$13,142 QoQ
Shares Held
143
+32.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,441
of 1,557 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Valued Wealth Advisors LLC holds $663,786 across 12 Software - Infrastructure names. FTNT ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,462 | $545,355 | |
| 2 | ORCL |
Oracle Corp
|
294 | $43,085 | |
| 3 | FTNT |
Fortinet, Inc.
This page
|
143 | $21,967 | |
| 4 | PANW |
Palo Alto Networks Inc
|
61 | $20,802 | |
| 5 | TWLO |
Twilio Inc
|
39 | $8,046 | |
| 6 | SNPS |
Synopsys Inc
|
14 | $6,244 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
128 | $6,105 | |
| 8 | VRSN |
Verisign Inc/Ca
|
20 | $5,031 |
All Filings in FTNT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,967 | 143 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,825 | 108 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,717 | 72 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,876 | 58 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,391 | 51 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,909 | 51 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,818 | 51 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,428 | 70 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,953 | 49 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,322 | 34 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $292 | 5 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||