Position in S
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$414,271
+$131,002 QoQ
Shares Held
24,412
+11.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#255
of 484 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $74,760,395 across 18 Software - Infrastructure names. S ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,359 | $40,047,054 | |
| 2 | TWLO |
Twilio Inc
|
50,259 | $10,369,939 | |
| 3 | PATH |
UiPath, Inc.
|
520,891 | $5,662,085 | |
| 4 | CRWV |
CoreWeave, Inc.
|
33,137 | $3,298,456 | |
| 5 | PANW |
Palo Alto Networks Inc
|
8,365 | $2,852,632 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
54,932 | $2,620,050 | |
| 7 | ORCL |
Oracle Corp
|
17,416 | $2,552,314 | |
| 8 | ZS |
Zscaler, Inc.
|
10,539 | $1,487,579 |
All Filings in S
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,271 | 24,412 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $283,269 | 21,993 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $273,645 | 18,243 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $213,697 | 12,135 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||