KINGSWOOD WEALTH ADVISORS, LLC

Position in MSFT — Microsoft Corp

CIK 1987855 SAN DIEGO, CA

Position in MSFT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$35,834,539

+$166,439 QoQ

Shares Held

96,066

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.79%

of 13F equity value

Holder Rank

#1,249

of 6,179 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $59,981,681 across 14 Software - Infrastructure names. MSFT ranks #1 (59.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	96,066	$35,834,539
2	PLTR	Palantir Technologies Inc.	96,574	$11,267,288
3	ORCL	Oracle Corp	29,634	$4,342,862
4	PANW	Palo Alto Networks Inc	9,224	$3,145,568
5	NET	Cloudflare, Inc.	4,487	$1,100,571
6	CRWD	CrowdStrike Holdings, Inc.	22,068	$1,052,560
7	CRWV	CoreWeave, Inc.	7,909	$787,261
8	FTNT	Fortinet, Inc.	3,154	$484,517

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,834,539	96,066	-0.3%	Shares	Sole	2026-07-27
2026-03-31	$35,668,100	96,356	+3.4%	Shares	Sole	2026-04-28
2025-12-31	$45,061,293	93,175	+31.2%	Shares	Sole	2026-01-28
2025-09-30	$36,770,306	70,992	+19.9%	Shares	Sole	2025-10-23
2025-06-30	$29,444,184	59,195	-8.7%	Shares	Sole	2025-07-23
2025-03-31	$24,333,905	64,823	-10.2%	Shares	Sole	2025-07-25
2024-12-31	$30,434,829	72,206	-40.3%	Shares	Sole	2025-01-22
2024-09-30	$52,057,694	120,980	+13.8%	Shares	Sole	2024-10-21
2024-06-30	$47,512,572	106,304	+28.1%	Shares	Sole	2024-07-09
2024-03-31	$34,916,394	82,992	-12.9%	Shares	Sole	2024-04-15
2023-12-31	$35,817,433	95,249	+198.8%	Shares	Sole	2024-01-16
2023-09-30	$10,065,162	31,877	-11.7%	Shares	Sole	2023-10-24
2023-06-30	$12,298,602	36,115	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.