Position in MDB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,859,180
+$2,396,565 QoQ
Shares Held
8,512
+350.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#323
of 867 holders
Holding Since
Sep 2025
4 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, 2026GC Wealth Management RIA, LLC holds $108,569,983 across 14 Software - Infrastructure names. MDB ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
146,616 | $54,690,700 | |
| 2 | IOT |
Samsara Inc.
|
788,365 | $25,566,676 | |
| 3 | PANW |
Palo Alto Networks Inc
|
36,432 | $12,424,040 | |
| 4 | ORCL |
Oracle Corp
|
34,838 | $5,105,508 | |
| 5 | MDB |
MongoDB, Inc.
This page
|
8,512 | $2,859,180 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
43,680 | $2,083,372 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
14,635 | $1,707,465 | |
| 8 | TWLO |
Twilio Inc
|
6,639 | $1,369,824 |
All Filings in MDB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,859,180 | 8,512 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $462,615 | 1,890 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $758,379 | 1,807 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $711,701 | 2,293 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||