Position in PANW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$21,951,456
+$12,757,746 QoQ
Shares Held
64,370
+12.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#485
of 2,850 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Spire Wealth Management holds $95,301,236 across 40 Software - Infrastructure names. PANW ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
131,257 | $48,961,485 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
64,370 | $21,951,456 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
68,847 | $8,032,379 | |
| 4 | TWLO |
Twilio Inc
|
29,172 | $6,019,058 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
22,431 | $3,522,339 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
13,326 | $2,542,400 | |
| 7 | ORCL |
Oracle Corp
|
12,550 | $1,839,202 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,558 | $546,579 |
All Filings in PANW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,951,456 | 64,370 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,193,710 | 57,346 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,560,922 | 57,334 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $10,168,374 | 49,938 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,974,357 | 48,741 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,727,112 | 62,864 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,477,127 | 63,075 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,677,383 | 28,313 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,481,013 | 25,017 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,548,197 | 26,566 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,109,200 | 27,500 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,081,608 | 25,941 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,636,616 | 25,974 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,358,526 | 21,821 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,298,084 | 16,469 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,009,867 | 12,271 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,488,202 | 7,062 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $16,855,086 | 27,076 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,343,105 | 13,189 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $6,046,414 | 12,623 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $4,662,245 | 12,565 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,008,683 | 12,447 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||