Position in MDB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,311,688
+$304,215 QoQ
Shares Held
3,905
-5.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#413
of 869 holders
Holding Since
Jun 2025
5 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, 2026Arkadios Wealth Advisors holds $182,686,994 across 28 Software - Infrastructure names. MDB ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,396 | $90,418,555 | |
| 2 | PANW |
Palo Alto Networks Inc
|
63,860 | $21,777,536 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
182,940 | $21,343,609 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
63,740 | $12,160,635 | |
| 5 | ORCL |
Oracle Corp
|
56,791 | $8,322,720 | |
| 6 | FTNT |
Fortinet, Inc.
|
29,935 | $4,598,614 | |
| 7 | NTAP |
NetApp, Inc.
|
24,607 | $3,808,178 | |
| 8 | CRWV |
CoreWeave, Inc.
|
34,373 | $3,421,487 |
All Filings in MDB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,311,688 | 3,905 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,007,473 | 4,116 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $895,617 | 2,134 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $745,221 | 2,401 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $499,145 | 2,377 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||