Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,242,383
-$3,437,619 QoQ
Shares Held
27,458
-25.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.75%
of 13F equity value
Holder Rank
#2,382
of 6,179 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EARNED WEALTH ADVISORS, LLC holds $15,824,031 across 9 Software - Infrastructure names. MSFT ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
27,458 | $10,242,383 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
13,996 | $2,670,226 | |
| 3 | ORCL |
Oracle Corp
|
5,500 | $806,025 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,518 | $517,668 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,030 | $470,180 | |
| 6 | XYZ |
Block, Inc.
|
4,633 | $352,108 | |
| 7 | NET |
Cloudflare, Inc.
|
1,304 | $319,845 | |
| 8 | OKTA |
Okta, Inc.
|
1,796 | $245,064 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,242,383 | 27,458 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,680,002 | 36,956 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,385,403 | 31,813 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $12,762,805 | 24,641 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,336,471 | 22,791 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,057,785 | 24,129 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,579,193 | 15,609 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,477,305 | 15,053 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $6,133,941 | 13,724 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,686,451 | 13,516 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $4,923,867 | 13,094 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,425,571 | 10,849 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,444,902 | 10,116 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,917,307 | 10,119 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,424,820 | 10,111 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,366,031 | 10,159 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,649,458 | 10,316 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,206,424 | 10,400 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,447,952 | 10,252 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||