AGH Wealth Advisors, LLC

Position in ORCL — Oracle Corp

CIK 2061010 Wichita, KS

Position in ORCL

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

Position Value

$537,985

+$42,078 QoQ

Shares Held

3,671

+8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#2,312

of 3,472 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. ORCL ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	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 This page	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	$537,985	3,671	+8.9%	Shares	Other	2026-07-22
2026-03-31	$495,907	3,371	+5.6%	Shares	Other	2026-04-22
2025-12-31	$622,152	3,192	+15.1%	Shares	Other	2026-02-04
2025-09-30	$779,878	2,773	+32.1%	Shares	Sole	2025-11-03
2025-06-30	$458,904	2,099	+1.8%	Shares	Other	2025-08-05
2025-03-31	$288,288	2,062	-22.0%	Shares	Other	2025-04-11
2024-12-31	$440,429	2,643	—	Shares	Other	2025-04-04
No filing history on record for this holder in this stock.