Position in SMCI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$128,612
+$83,186 QoQ
Shares Held
4,385
+119.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#573
of 796 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMCI Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $10,622,778 across 11 Computer Hardware names. SMCI ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
13,019 | $5,617,177 | |
| 2 | WDC |
Western Digital Corp
|
6,906 | $4,411,000 | |
| 3 | ANET |
Arista Networks, Inc.
|
1,659 | $281,830 | |
| 4 | SMCI |
Super Micro Computer, Inc.
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|
4,385 | $128,612 | |
| 5 | SNDK |
Sandisk Corp
|
50 | $113,686 | |
| 6 | QBTS |
D-Wave Quantum Inc.
|
1,463 | $35,097 | |
| 7 | IONQ |
IonQ, Inc.
|
484 | $25,777 | |
| 8 | RGTI |
Rigetti Computing, Inc.
|
301 | $5,815 |
All Filings in SMCI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,612 | 4,385 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $45,426 | 1,995 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $58,393 | 1,995 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $106,043 | 2,212 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $108,410 | 2,212 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $85,428 | 2,495 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $112,196 | 3,681 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $17,206 | 21 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $9,090 | 9 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||