LifeWealth Investments, LLC

Position in MSFT — Microsoft Corp

CIK 2033794 WINTER GARDEN, FL

Position in MSFT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,742,509

+$67,092 QoQ

Shares Held

10,033

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

5.00%

of 13F equity value

Holder Rank

#3,723

of 6,194 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LifeWealth Investments, LLC holds $4,758,179 across 4 Software - Infrastructure names. MSFT ranks #1 (78.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	10,033	$3,742,509
2	ORCL	Oracle Corp	3,016	$441,994
3	PLTR	Palantir Technologies Inc.	2,734	$318,975
4	FTNT	Fortinet, Inc.	1,658	$254,701

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,742,509	10,033	+1.0%	Shares	Sole	2026-07-16
2026-03-31	$3,675,417	9,929	-1.2%	Shares	Sole	2026-04-21
2025-12-31	$4,860,864	10,051	+3.6%	Shares	Sole	2026-01-26
2025-09-30	$5,024,632	9,701	+7.4%	Shares	Sole	2026-01-26
2025-06-30	$4,493,104	9,033	+25.1%	Shares	Sole	2026-01-26
2025-03-31	$2,711,066	7,222	+8.1%	Shares	Sole	2026-01-26
2024-12-31	$2,814,777	6,678	—	Shares	Sole	2025-02-26
No filing history on record for this holder in this stock.