Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$38,123,763
+$9,703,221 QoQ
Shares Held
102,203
+33.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.08%
of 13F equity value
Holder Rank
#218
of 1,901 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $48,103,494 across 15 Software - Infrastructure names. MSFT ranks #1 (79.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
102,203 | $38,123,763 | |
| 2 | PANW |
Palo Alto Networks Inc
|
17,224 | $5,873,728 | |
| 3 | ORCL |
Oracle Corp
|
15,886 | $2,328,093 | |
| 4 | ZETA |
Zeta Global Holdings Corp.
|
42,500 | $836,400 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,545 | $413,595 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,802 | $179,371 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,005 | $154,388 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
376 | $71,735 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,123,763 | 102,203 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $28,420,542 | 76,777 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $37,848,101 | 78,260 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $64,343,374 | 124,227 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $61,670,881 | 123,984 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $47,599,452 | 126,800 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $17,598,468 | 41,752 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $18,030,430 | 41,902 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $18,706,645 | 41,854 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $17,697,166 | 42,064 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $15,716,215 | 41,794 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,324,650 | 42,200 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $14,464,095 | 42,474 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $12,337,798 | 42,795 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $10,247,028 | 42,728 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $9,969,750 | 42,807 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $10,889,335 | 42,399 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $12,935,454 | 41,956 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $14,067,929 | 41,829 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $11,628,636 | 41,248 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $10,646,370 | 39,300 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $9,064,413 | 38,446 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $8,377,671 | 37,666 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||