Position in MDB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$326,494
+$92,739 QoQ
Shares Held
972
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#612
of 867 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $8,956,210 across 7 Software - Infrastructure names. MDB ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,468 | $5,769,873 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,089 | $1,394,430 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
2,936 | $560,144 | |
| 4 | ORCL |
Oracle Corp
|
2,495 | $365,642 | |
| 5 | MDB |
MongoDB, Inc.
This page
|
972 | $326,494 | |
| 6 | TWLO |
Twilio Inc
|
1,325 | $273,387 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,282 | $266,240 |
All Filings in MDB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,494 | 972 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $233,755 | 955 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $399,125 | 951 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $295,171 | 951 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $199,700 | 951 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $220,936 | 949 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $256,562 | 949 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $237,212 | 949 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $340,708 | 950 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $388,407 | 950 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||