Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$90,418,555
+$2,516,877 QoQ
Shares Held
242,396
+2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
#762
of 6,092 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$149,208
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Arkadios Wealth Advisors holds $182,686,994 across 28 Software - Infrastructure names. MSFT ranks #1 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
242,396 | $90,418,555 | |
| 2 | PANW |
Palo Alto Networks Inc
|
63,860 | $21,777,536 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
182,940 | $21,343,609 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
15,935 | $12,160,635 | |
| 5 | ORCL |
Oracle Corp
|
56,791 | $8,322,720 | |
| 6 | FTNT |
Fortinet, Inc.
|
29,935 | $4,598,614 | |
| 7 | NTAP |
NetApp, Inc.
|
24,607 | $3,808,178 | |
| 8 | CRWV |
CoreWeave, Inc.
|
34,373 | $3,421,487 |
All Filings in MSFT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,418,555 | 242,396 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $149,208 | 400 | Call | Sole | 2026-08-10 | |
| 2026-03-31 | $87,901,678 | 237,463 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $102,858,719 | 212,685 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $84,983,681 | 164,077 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $70,964,489 | 142,668 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $37,539 | 100 | Call | Sole | 2025-05-08 | |
| 2025-03-31 | $49,486,912 | 131,828 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $37,414,447 | 88,765 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $36,650,802 | 85,175 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $33,910,096 | 75,870 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $28,979,614 | 68,881 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $25,730,913 | 68,426 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $21,252,185 | 67,307 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $18,294,149 | 53,721 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $15,729,071 | 54,558 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $13,077,624 | 54,531 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $12,004,131 | 51,542 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $11,921,278 | 46,417 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $13,903,856 | 45,097 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $14,818,259 | 44,060 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $11,827,107 | 41,952 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $14,432,739 | 53,277 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $9,335,784 | 39,597 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $7,957,075 | 35,775 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,005,945 | 19,046 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,720,162 | 18,280 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,044,433 | 19,304 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||