Position in TOST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,684,917
+$450,639 QoQ
Shares Held
60,565
+30.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#295
of 764 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CreativeOne Wealth, LLC holds $83,892,088 across 14 Software - Infrastructure names. TOST ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
156,195 | $58,263,858 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
46,728 | $5,451,754 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,748 | $4,688,342 | |
| 4 | ORCL |
Oracle Corp
|
26,072 | $3,820,851 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
17,280 | $3,296,764 | |
| 6 | NET |
Cloudflare, Inc.
|
10,647 | $2,611,495 | |
| 7 | TOST |
Toast, Inc.
This page
|
60,565 | $1,684,917 | |
| 8 | SWMR |
Swarmer, Inc
|
20,837 | $923,287 |
All Filings in TOST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,684,917 | 60,565 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,234,278 | 46,559 | Shares | Other | 2026-05-15 | |
| 2025-06-30 | $849,836 | 19,188 | Shares | Other | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||