Position in MSFT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$68,064,213
+$5,873,062 QoQ
Shares Held
182,468
+8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#897
of 6,179 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$37,302
CallShares
100
PutValue
$7,535,004
PutShares
20,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $257,255,262 across 18 Software - Infrastructure names. MSFT ranks #1 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
182,468 | $68,064,213 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
329,260 | $62,817,869 | |
| 3 | PANW |
Palo Alto Networks Inc
|
157,738 | $53,791,812 | |
| 4 | ORCL |
Oracle Corp
|
166,642 | $24,421,385 | |
| 5 | FTNT |
Fortinet, Inc.
|
108,044 | $16,597,719 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
109,173 | $12,737,213 | |
| 7 | RBRK |
Rubrik, Inc.
|
81,103 | $6,510,948 | |
| 8 | OKTA |
Okta, Inc.
|
24,951 | $3,404,563 |
All Filings in MSFT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,064,213 | 182,468 | Shares | Sole | 2026-07-30 | |
| 2026-06-30 | $37,302 | 100 | Call | Sole | 2026-07-30 | |
| 2026-06-30 | $7,535,004 | 20,200 | Put | Sole | 2026-07-30 | |
| 2026-03-31 | $62,191,151 | 168,007 | Shares | Sole | 2026-05-01 | |
| 2026-03-31 | $848 | 200 | Put | Sole | 2026-05-01 | |
| 2026-03-31 | $424 | 100 | Call | Sole | 2026-05-01 | |
| 2025-12-31 | $24,763,762 | 51,205 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $26,342,937 | 50,860 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,526,292 | 49,308 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,858,053 | 47,572 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $18,897,531 | 44,834 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $14,213,239 | 33,031 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $11,240,345 | 25,149 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||