NORTHWEST WEALTH MANAGEMENT, LLC

Position in ORCL — Oracle Corp

CIK 1695344 SPENCER, IA

Position in ORCL

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

Position Value

$494,166

+$1,495 QoQ

Shares Held

3,372

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#2,382

of 3,472 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

NORTHWEST WEALTH MANAGEMENT, LLC holds $6,563,433 across 10 Software - Infrastructure names. ORCL ranks #2 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	9,371	$3,495,570
2	ORCL	Oracle Corp This page	3,372	$494,166
3	PANW	Palo Alto Networks Inc	1,338	$456,284
4	VRSN	Verisign Inc/Ca	1,767	$444,506
5	PLTR	Palantir Technologies Inc.	3,603	$420,362
6	FTNT	Fortinet, Inc.	2,453	$376,829
7	SNPS	Synopsys Inc	717	$319,832
8	NTNX	Nutanix, Inc.	5,388	$274,572

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$494,166	3,372	+0.7%	Shares	Sole	2026-07-13
2026-03-31	$492,671	3,349	+2.8%	Shares	Sole	2026-04-14
2025-12-31	$635,016	3,258	-14.3%	Shares	Sole	2026-01-14
2025-09-30	$1,069,555	3,803	+16.1%	Shares	Sole	2025-10-14
2025-06-30	$716,231	3,276	+2.6%	Shares	Sole	2025-07-17
2025-03-31	$446,273	3,192	+27.2%	Shares	Sole	2025-04-25
2024-12-31	$418,099	2,509	+4.5%	Shares	Sole	2025-02-10
2024-09-30	$408,960	2,400	+0.6%	Shares	Sole	2024-11-04
2024-06-30	$336,903	2,386	+0.5%	Shares	Sole	2024-08-05
2024-03-31	$298,198	2,374	-0.8%	Shares	Sole	2024-05-14
2023-12-31	$252,399	2,394	+1.1%	Shares	Sole	2024-02-14
2023-09-30	$250,712	2,367	+2.9%	Shares	Sole	2023-11-01
2023-06-30	$273,907	2,300	+0.4%	Shares	Sole	2023-08-07
2023-03-31	$212,786	2,290	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.