Benchmark Financial Wealth Advisors, LLC
Position in MSFT — Microsoft Corp
CIK 1757706
BOCA RATON, FL
Position in MSFT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,481,462
+$57,931 QoQ
Shares Held
12,014
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.58%
of 13F equity value
Holder Rank
#3,489
of 6,193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Benchmark Financial Wealth Advisors, LLC holds $5,924,698 across 7 Software - Infrastructure names. MSFT ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
12,014 | $4,481,462 | |
| 2 | PANW |
Palo Alto Networks Inc
|
878 | $299,415 | |
| 3 | GEN |
Gen Digital Inc.
|
11,860 | $295,195 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,463 | $287,358 | |
| 5 | ORCL |
Oracle Corp
|
1,629 | $238,729 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,460 | $224,285 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,060 | $98,254 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,481,462 | 12,014 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,423,531 | 11,950 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,456,200 | 11,282 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,530,152 | 10,677 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,197,934 | 10,450 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,102,637 | 10,929 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,962,741 | 11,774 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,993,201 | 11,604 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,795,773 | 10,730 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,521,057 | 10,746 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,955,940 | 10,520 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,294,219 | 10,433 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,527,313 | 10,358 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,022,248 | 10,483 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,546,408 | 10,618 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,396,075 | 10,288 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,503,835 | 9,749 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,085,566 | 10,008 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,343,357 | 9,941 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,722,219 | 9,656 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,596,034 | 9,583 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,189,595 | 9,287 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,372,998 | 10,669 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,202,365 | 10,471 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,967,127 | 9,666 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,116,744 | 7,081 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||