VSM Wealth Advisory, LLC

Position in MSFT — Microsoft Corp

CIK 2050660 HUNT VALLEY, MD

Position in MSFT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,863,234

+$7,202 QoQ

Shares Held

4,995

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.36%

of 13F equity value

Holder Rank

#4,592

of 6,223 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

VSM Wealth Advisory, LLC holds $2,035,193 across 6 Software - Infrastructure names. MSFT ranks #1 (91.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	4,995	$1,863,234
2	ORCL	Oracle Corp	595	$87,197
3	PANW	Palo Alto Networks Inc	140	$47,742
4	PLTR	Palantir Technologies Inc.	250	$29,167
5	CRWD	CrowdStrike Holdings, Inc.	160	$7,631
6	BNAI	Brand Engagement Network Inc.	13	$222

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,863,234	4,995	-0.4%	Shares	Sole	2026-07-23
2026-03-31	$1,856,032	5,014	-21.9%	Shares	Sole	2026-05-06
2025-12-31	$3,106,774	6,424	0.0%	Shares	Sole	2026-02-06
2025-09-30	$3,327,310	6,424	-0.9%	Shares	Sole	2025-11-13
2025-06-30	$3,224,709	6,483	0.0%	Shares	Sole	2025-08-11
2025-03-31	$2,433,653	6,483	-0.3%	Shares	Sole	2025-05-06
2024-12-31	$2,741,857	6,505	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.