Position in S
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$253,079
+$45,839 QoQ
Shares Held
19,649
+42.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Derivatives in S
reported options exposure · as of Dec 31, 2025CallValue
$1,500
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EARNED WEALTH ADVISORS, LLC holds $15,824,031 across 9 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
27,458 | $10,242,383 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
13,996 | $2,670,226 | |
| 3 | ORCL |
Oracle Corp
|
5,500 | $806,025 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,518 | $517,668 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,030 | $470,180 | |
| 6 | XYZ |
Block, Inc.
|
4,633 | $352,108 | |
| 7 | NET |
Cloudflare, Inc.
|
1,304 | $319,845 | |
| 8 | OKTA |
Okta, Inc.
|
1,796 | $245,064 |
All Filings in S
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $253,079 | 19,649 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $207,240 | 13,816 | Shares | Sole | 2026-01-27 | |
| 2025-12-31 | $1,500 | 100 | Call | Sole | 2026-01-27 | |
| 2024-09-30 | $55,494 | 2,320 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||