Position in MDB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,382
+$4,180 QoQ
Shares Held
19
+111.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#799
of 867 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $1,064,920 across 42 Software - Infrastructure names. MDB ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,907 | $711,349 | |
| 2 | PANW |
Palo Alto Networks Inc
|
260 | $88,665 | |
| 3 | ORCL |
Oracle Corp
|
414 | $60,671 | |
| 4 | FTNT |
Fortinet, Inc.
|
256 | $39,326 | |
| 5 | NET |
Cloudflare, Inc.
|
94 | $23,056 | |
| 6 | SNPS |
Synopsys Inc
|
50 | $22,303 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
149 | $17,383 | |
| 8 | VRSN |
Verisign Inc/Ca
|
65 | $16,351 |
All Filings in MDB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,382 | 19 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,202 | 9 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $3,357 | 8 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $2,793 | 9 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $1,049 | 5 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $877 | 5 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $1,164 | 5 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,351 | 5 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,249 | 5 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,793 | 5 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $2,044 | 5 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $1,729 | 5 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $2,054 | 5 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,165 | 5 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $984 | 5 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $992 | 5 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,297 | 5 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $2,217 | 5 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $2,646 | 5 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $2,357 | 5 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,807 | 5 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $5,081 | 19 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $5,026 | 14 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $4,861 | 21 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $8,374 | 37 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $6,827 | 50 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||