Facet Wealth, Inc.

Position in ORCL — Oracle Corp

CIK 1748271 WEST PALM BEACH, FL

Position in ORCL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,154,814

+$511,502 QoQ

Shares Held

7,880

+80.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,703

of 3,471 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Facet Wealth, Inc. holds $17,926,173 across 10 Software - Infrastructure names. ORCL ranks #2 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	35,134	$13,105,684
2	ORCL	Oracle Corp This page	7,880	$1,154,814
3	PANW	Palo Alto Networks Inc	3,114	$1,061,936
4	PLTR	Palantir Technologies Inc.	7,682	$896,258
5	SNPS	Synopsys Inc	1,094	$488,000
6	FTNT	Fortinet, Inc.	2,343	$359,931
7	NET	Cloudflare, Inc.	989	$242,581
8	XYZ	Block, Inc.	3,133	$238,108

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,154,814	7,880	+80.2%	Shares	Sole	2026-07-27
2026-03-31	$643,312	4,373	-36.6%	Shares	Sole	2026-05-07
2025-12-31	$1,343,904	6,895	+234.2%	Shares	Sole	2026-01-29
2025-09-30	$580,198	2,063	+10.2%	Shares	Sole	2025-10-30
2025-06-30	$409,275	1,872	-25.3%	Shares	Sole	2025-08-01
2025-03-31	$350,224	2,505	-5.0%	Shares	Sole	2025-05-07
2024-12-31	$439,263	2,636	-21.0%	Shares	Sole	2025-02-10
2024-09-30	$568,284	3,335	+6.5%	Shares	Sole	2024-11-04
2024-06-30	$441,956	3,130	+57.6%	Shares	Sole	2024-07-31
2024-03-31	$249,461	1,986	-21.5%	Shares	Sole	2024-05-07
2023-12-31	$266,843	2,531	-7.3%	Shares	Sole	2024-02-08
2023-09-30	$289,055	2,729	-5.2%	Shares	Sole	2023-11-01
2023-06-30	$342,860	2,879	+10.2%	Shares	Sole	2023-08-04
2023-03-31	$242,707	2,612	-0.3%	Shares	Sole	2023-05-04
2022-12-31	$214,158	2,620	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.