Benchmark Financial Wealth Advisors, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1757706
BOCA RATON, FL
Position in PANW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$299,415
-$42,129 QoQ
Shares Held
878
-47.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,389
of 2,893 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Benchmark Financial Wealth Advisors, LLC holds $5,924,698 across 7 Software - Infrastructure names. PANW ranks #2 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,014 | $4,481,462 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
878 | $299,415 | |
| 3 | GEN |
Gen Digital Inc.
|
11,860 | $295,195 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,463 | $287,358 | |
| 5 | ORCL |
Oracle Corp
|
1,629 | $238,729 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,460 | $224,285 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,060 | $98,254 |
All Filings in PANW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,415 | 878 | Shares | Sole | 2026-07-17 | |
| 2025-06-30 | $341,544 | 1,669 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||