AGH Wealth Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 2061010 Wichita, KS

Position in MSFT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$3,940,582

+$66,754 QoQ

Shares Held

10,564

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.66%

of 13F equity value

Holder Rank

#3,658

of 6,189 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

AGH Wealth Advisors, LLC holds $6,695,839 across 5 Software - Infrastructure names. MSFT ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	10,564	$3,940,582
2	PANW	Palo Alto Networks Inc	3,468	$1,182,657
3	PLTR	Palantir Technologies Inc.	6,593	$769,204
4	ORCL	Oracle Corp	3,671	$537,985
5	SNPS	Synopsys Inc	595	$265,411

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,940,582	10,564	+0.9%	Shares	Other	2026-07-22
2026-03-31	$3,873,828	10,465	0.0%	Shares	Sole	2026-04-22
2025-12-31	$5,061,083	10,465	-1.2%	Shares	Sole	2026-02-04
2025-09-30	$5,484,054	10,588	-7.9%	Shares	Sole	2025-11-03
2025-06-30	$5,717,726	11,495	+0.7%	Shares	Sole	2025-08-05
2025-03-31	$4,283,575	11,411	-3.4%	Shares	Other	2025-04-11
2024-12-31	$4,980,865	11,817	—	Shares	Other	2025-04-04
No filing history on record for this holder in this stock.