Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$545,355
+$24,156 QoQ
Shares Held
1,462
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.29%
of 13F equity value
Holder Rank
#5,687
of 6,179 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $663,786 across 12 Software - Infrastructure names. MSFT ranks #1 (82.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,462 | $545,355 | |
| 2 | ORCL |
Oracle Corp
|
294 | $43,085 | |
| 3 | FTNT |
Fortinet, Inc.
|
143 | $21,967 | |
| 4 | PANW |
Palo Alto Networks Inc
|
61 | $20,802 | |
| 5 | TWLO |
Twilio Inc
|
39 | $8,046 | |
| 6 | SNPS |
Synopsys Inc
|
14 | $6,244 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
128 | $6,105 | |
| 8 | VRSN |
Verisign Inc/Ca
|
20 | $5,031 |
All Filings in MSFT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,355 | 1,462 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $521,199 | 1,408 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $766,054 | 1,584 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $771,227 | 1,489 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $740,643 | 1,489 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $548,444 | 1,461 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $671,028 | 1,592 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $697,516 | 1,621 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $754,004 | 1,687 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $624,348 | 1,484 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $385,064 | 1,024 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||