Position in MDB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$364,217
New position
Shares Held
1,488
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Net Worth Advisory Group holds $7,580,805 across 10 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,133 | $3,779,811 | |
| 2 | FTNT |
Fortinet, Inc.
|
7,924 | $1,217,284 | |
| 3 | ORCL |
Oracle Corp
|
5,296 | $776,128 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,062 | $357,243 | |
| 5 | FFIV |
F5, Inc.
|
747 | $310,722 | |
| 6 | NET |
Cloudflare, Inc.
|
1,159 | $284,279 | |
| 7 | EEFT |
Euronet Worldwide, Inc.
|
3,076 | $225,132 | |
| 8 | ACIW |
Aci Worldwide, Inc.
|
4,299 | $216,196 |
All Filings in MDB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $364,217 | 1,488 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||