Position in SNOW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,482,069
+$1,428,504 QoQ
Shares Held
13,682
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#89
of 434 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $16,102,025 across 15 Software - Application names. SNOW ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
38,198 | $3,792,297 | |
| 2 | SNOW |
Snowflake Inc.
This page
|
13,682 | $3,482,069 | |
| 3 | CRM |
Salesforce, Inc.
|
17,364 | $2,720,244 | |
| 4 | ADP |
Automatic Data Processing Inc
|
5,184 | $1,160,956 | |
| 5 | UBER |
Uber Technologies, Inc
|
11,635 | $839,581 | |
| 6 | ADBE |
Adobe Inc.
|
3,651 | $748,528 | |
| 7 | MSTR |
Strategy Inc
|
7,857 | $683,009 | |
| 8 | SHOP |
Shopify Inc.
|
5,244 | $598,759 |
All Filings in SNOW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,482,069 | 13,682 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,053,565 | 13,616 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,410,828 | 15,549 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,534,368 | 15,670 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,766,020 | 12,361 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,819,399 | 12,448 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,917,926 | 12,421 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,398,994 | 12,180 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,648,233 | 12,201 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,699,224 | 10,515 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,435,984 | 7,216 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $968,256 | 6,338 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $553,809 | 3,147 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $401,308 | 2,601 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $253,635 | 1,767 | Shares | Sole | 2023-02-13 | |
| 2021-03-31 | $17,654 | 77 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||