Position in MDB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$243,527
-$60,748 QoQ
Shares Held
725
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#655
of 867 holders
Holding Since
Sep 2025
3 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, 2026BXM Wealth LLC holds $6,296,945 across 7 Software - Infrastructure names. MDB ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,588 | $2,457,455 | |
| 2 | ORCL |
Oracle Corp
|
8,380 | $1,228,089 | |
| 3 | FTNT |
Fortinet, Inc.
|
5,500 | $844,910 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,603 | $770,372 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,968 | $671,127 | |
| 6 | MDB |
MongoDB, Inc.
This page
|
725 | $243,527 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,708 | $81,465 |
All Filings in MDB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,527 | 725 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $304,275 | 725 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $263,823 | 850 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||