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Equibles

VSM Wealth Advisory, LLC

Position in PANW — Palo Alto Networks Inc

CIK 2050660 HUNT VALLEY, MD
Back to PANW Full portfolio

Position in PANW

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$47,742
+$25,298 QoQ
Shares Held
140
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,777
of 2,911 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PANW Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

VSM Wealth Advisory, LLC holds $2,035,193 across 6 Software - Infrastructure names. PANW ranks #3 (2.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 4,995 $1,863,234
2 ORCL
Oracle Corp
 595 $87,197
3 PANW
Palo Alto Networks Inc
This page 		140 $47,742
4 PLTR
Palantir Technologies Inc.
 250 $29,167
5 CRWD
CrowdStrike Holdings, Inc.
 160 $7,631
6 BNAI
Brand Engagement Network Inc.
 13 $222

All Filings in PANW

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $47,742 140
2026-03-31 $22,444 140
2025-12-31 $14,736 80
2025-09-30 $16,289 80
2025-06-30 $16,371 80
2025-03-31 $15,698 92
2024-12-31 $14,556 80