Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,483,127
+$55,012 QoQ
Shares Held
3,976
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.92%
of 13F equity value
Holder Rank
#4,834
of 6,179 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $1,839,483 across 15 Software - Infrastructure names. MSFT ranks #1 (80.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
3,976 | $1,483,127 | |
| 2 | ORCL |
Oracle Corp
|
836 | $122,515 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
675 | $78,752 | |
| 4 | PANW |
Palo Alto Networks Inc
|
143 | $48,765 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
232 | $44,262 | |
| 6 | XYZ |
Block, Inc.
|
270 | $20,520 | |
| 7 | TDC |
Teradata Corp /De/
|
390 | $13,513 | |
| 8 | NET |
Cloudflare, Inc.
|
34 | $8,339 |
All Filings in MSFT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,483,127 | 3,976 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,428,115 | 3,858 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,901,593 | 3,932 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,968,727 | 3,801 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,885,681 | 3,791 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,415,595 | 3,771 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,414,554 | 3,356 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,910,101 | 4,439 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,009,932 | 4,497 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,857,478 | 4,415 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,657,960 | 4,409 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||