Position in SWMR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,215
-$145 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#68
of 73 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWMR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IMG Wealth Management, Inc. holds $1,233,957 across 14 Software - Infrastructure names. SWMR ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,229 | $458,441 | |
| 2 | ORCL |
Oracle Corp
|
1,519 | $222,609 | |
| 3 | PANW |
Palo Alto Networks Inc
|
643 | $219,275 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,341 | $156,454 | |
| 5 | OKTA |
Okta, Inc.
|
925 | $126,216 | |
| 6 | SNPS |
Synopsys Inc
|
62 | $27,656 | |
| 7 | XYZ |
Block, Inc.
|
157 | $11,932 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
44 | $8,394 |
All Filings in SWMR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,215 | 50 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,360 | 50 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||