Position in PATH
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$777
-$27,575 QoQ
Shares Held
70
-96.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $8,956,210 across 7 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,468 | $5,769,873 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,089 | $1,394,430 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
2,936 | $560,144 | |
| 4 | ORCL |
Oracle Corp
|
2,495 | $365,642 | |
| 5 | MDB |
MongoDB, Inc.
|
972 | $326,494 | |
| 6 | TWLO |
Twilio Inc
|
1,325 | $273,387 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,282 | $266,240 |
All Filings in PATH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $777 | 70 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $28,352 | 2,215 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||