Asset One Wealth Management LLC

Position in MSFT — Microsoft Corp

CIK 2110759 BELLEVUE, WA

Position in MSFT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$35,815,888

+$1,163,905 QoQ

Shares Held

96,016

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

6.42%

of 13F equity value

Holder Rank

#1,251

of 6,179 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Asset One Wealth Management LLC holds $47,034,998 across 5 Software - Infrastructure names. MSFT ranks #1 (76.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	96,016	$35,815,888
2	SNPS	Synopsys Inc	8,648	$3,857,613
3	CRWD	CrowdStrike Holdings, Inc.	18,084	$3,450,155
4	PLTR	Palantir Technologies Inc.	26,691	$3,114,038
5	PANW	Palo Alto Networks Inc	2,338	$797,304

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,815,888	96,016	+2.6%	Shares	Sole	2026-08-13
2026-03-31	$34,651,983	93,611	+39.6%	Shares	Sole	2026-05-13
2025-12-31	$32,438,327	67,074	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.