Position in META
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,244,953
+$188,552 QoQ
Shares Held
7,536
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#2,072
of 5,002 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026SHP Wealth Management holds $17,300,438 across 12 Internet Content & Information names. META ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
34,458 | $12,262,106 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
7,536 | $4,244,953 | |
| 3 | SPOT |
Spotify Technology S.A.
|
1,059 | $486,218 | |
| 4 | RDDT |
Reddit, Inc.
|
964 | $167,331 | |
| 5 | NBIS |
Nebius Group N.V.
|
412 | $113,782 | |
| 6 | PINS |
Pinterest, Inc.
|
466 | $9,799 | |
| 7 | BIDU |
Baidu, Inc.
|
34 | $3,885 | |
| 8 | DJT |
Trump Media & Technology Group Corp.
|
473 | $3,661 |
All Filings in META
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,244,953 | 7,536 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,056,401 | 7,090 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,706,441 | 7,130 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||