Position in MDB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$60,462
+$16,405 QoQ
Shares Held
180
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#709
of 867 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $32,044,852 across 38 Software - Infrastructure names. MDB ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
57,131 | $21,311,005 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15,868 | $5,411,304 | |
| 3 | FTNT |
Fortinet, Inc.
|
12,146 | $1,865,868 | |
| 4 | VRSN |
Verisign Inc/Ca
|
5,197 | $1,307,356 | |
| 5 | ORCL |
Oracle Corp
|
6,687 | $979,978 | |
| 6 | TOST |
Toast, Inc.
|
22,615 | $629,149 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
950 | $124,858 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
732 | $85,401 |
All Filings in MDB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,462 | 180 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $44,057 | 180 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $29,378 | 70 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||