Total Wealth Planning & Management, Inc.
Position in PANW — Palo Alto Networks Inc
CIK 2058383
Ponte Vedra Beach, FL
Position in PANW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$283,046
New position
Shares Held
830
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,444
of 2,904 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $4,784,201 across 7 Software - Infrastructure names. PANW ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,301 | $2,723,419 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
3,744 | $714,299 | |
| 3 | OKTA |
Okta, Inc.
|
3,001 | $409,486 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
830 | $283,046 | |
| 5 | BOX |
Box Inc
|
10,054 | $266,833 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,019 | $235,556 | |
| 7 | NTSK |
Netskope Inc
|
13,854 | $151,562 |
All Filings in PANW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,046 | 830 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||