Position in SNOW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$632,941
+$276,705 QoQ
Shares Held
2,487
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#839
of 1,453 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $13,864,740 across 17 Software - Application names. SNOW ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
41,900 | $3,642,367 | |
| 2 | NOW |
ServiceNow, Inc.
|
14,878 | $1,477,087 | |
| 3 | UBER |
Uber Technologies, Inc
|
19,051 | $1,374,720 | |
| 4 | CRM |
Salesforce, Inc.
|
8,698 | $1,362,628 | |
| 5 | SHOP |
Shopify Inc.
|
10,098 | $1,152,989 | |
| 6 | PAYX |
Paychex Inc
|
7,222 | $710,139 | |
| 7 | ADP |
Automatic Data Processing Inc
|
3,158 | $707,234 | |
| 8 | SNOW |
Snowflake Inc.
This page
|
2,487 | $632,941 |
All Filings in SNOW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,941 | 2,487 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $356,236 | 2,362 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $631,756 | 2,880 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $608,759 | 2,699 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $554,278 | 2,477 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $312,197 | 2,136 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $289,673 | 1,876 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $630,925 | 5,493 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $204,661 | 1,515 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $215,251 | 1,332 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||