ANGELES WEALTH MANAGEMENT, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1929170
SANTA MONICA, CA
Position in PANW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,289,608
+$1,353,340 QoQ
Shares Held
6,714
+15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,316
of 2,893 holders
Holding Since
Mar 2023
14 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $50,518,064 across 15 Software - Infrastructure names. PANW ranks #2 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
103,056 | $38,441,949 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
6,714 | $2,289,608 | |
| 3 | AVPT |
AvePoint, Inc.
|
187,493 | $2,101,796 | |
| 4 | ORCL |
Oracle Corp
|
10,681 | $1,565,300 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,616 | $1,453,018 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
9,316 | $1,086,897 | |
| 7 | TOST |
Toast, Inc.
|
23,584 | $656,106 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,941 | $605,416 |
All Filings in PANW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,289,608 | 6,714 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $936,268 | 5,840 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $774,929 | 4,207 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $778,032 | 3,821 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $781,315 | 3,818 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $506,288 | 2,967 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $433,428 | 2,382 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $397,171 | 1,162 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $374,606 | 1,105 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $234,691 | 826 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $373,612 | 1,267 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $303,365 | 1,294 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $294,092 | 1,151 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $229,301 | 1,148 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||