Position in MDB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$244,199
New position
Shares Held
727
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#653
of 867 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $19,814,531 across 11 Software - Infrastructure names. MDB ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,596 | $9,547,819 | |
| 2 | ORCL |
Oracle Corp
|
15,776 | $2,311,972 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
10,864 | $2,072,688 | |
| 4 | CPAY |
Corpay, Inc.
|
3,964 | $1,321,082 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
9,689 | $1,130,415 | |
| 6 | XYZ |
Block, Inc.
|
12,600 | $957,600 | |
| 7 | NET |
Cloudflare, Inc.
|
3,257 | $798,876 | |
| 8 | RBRK |
Rubrik, Inc.
|
8,567 | $687,758 |
All Filings in MDB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,199 | 727 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||