Position in TOST
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$804,276
+$130,154 QoQ
Shares Held
28,910
+13.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#13
of 47 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $47,129,876 across 12 Software - Infrastructure names. TOST ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
84,993 | $31,704,088 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15,532 | $5,296,722 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
36,199 | $4,223,337 | |
| 4 | ORCL |
Oracle Corp
|
13,062 | $1,914,236 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
5,794 | $1,105,408 | |
| 6 | NET |
Cloudflare, Inc.
|
3,582 | $878,592 | |
| 7 | TOST |
Toast, Inc.
This page
|
28,910 | $804,276 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,423 | $372,221 |
All Filings in TOST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,276 | 28,910 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $674,122 | 25,429 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,044,242 | 29,407 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $332,058 | 9,095 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||