Position in SNOW
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$250,682
New position
Shares Held
985
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,098
of 1,453 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $477,375 across 2 Software - Application names. SNOW ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
This page
|
985 | $250,682 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
604 | $226,693 |
All Filings in SNOW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,682 | 985 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||