Position in SNOW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$7,033,616
+$2,862,388 QoQ
Shares Held
27,637
-0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#391
of 1,453 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $17,367,570 across 15 Software - Application names. SNOW ranks #1 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
This page
|
27,637 | $7,033,616 | |
| 2 | CRM |
Salesforce, Inc.
|
15,692 | $2,458,308 | |
| 3 | NOW |
ServiceNow, Inc.
|
22,240 | $2,207,987 | |
| 4 | FSLY |
Fastly, Inc.
|
84,718 | $1,555,422 | |
| 5 | SHOP |
Shopify Inc.
|
6,902 | $788,070 | |
| 6 | UBER |
Uber Technologies, Inc
|
8,639 | $623,390 | |
| 7 | NICE |
NICE Ltd.
|
4,813 | $437,261 | |
| 8 | MSTR |
Strategy Inc
|
4,849 | $421,523 |
All Filings in SNOW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,033,616 | 27,637 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,171,228 | 27,657 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,673,088 | 25,862 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $5,860,465 | 25,983 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,924,310 | 26,475 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,969,120 | 27,156 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,275,612 | 27,690 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,158,075 | 27,495 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,471,876 | 18,298 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,151,057 | 13,311 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,212,681 | 11,119 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,709,037 | 11,187 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,765,079 | 10,030 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,527,471 | 9,900 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,341,955 | 9,349 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,381,604 | 8,129 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,098,156 | 7,897 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,371,343 | 5,985 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,278,103 | 3,773 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $821,702 | 2,717 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $582,738 | 2,410 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $492,493 | 2,148 | Shares | Sole | 2021-05-25 | |
| No filing history on record for this holder in this stock. | ||||||