Position in TOST
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$656,106
+$21,219 QoQ
Shares Held
23,584
-1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#403
of 764 holders
Holding Since
Mar 2025
6 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $50,518,064 across 15 Software - Infrastructure names. TOST ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
103,056 | $38,441,949 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,714 | $2,289,608 | |
| 3 | AVPT |
AvePoint, Inc.
|
187,493 | $2,101,796 | |
| 4 | ORCL |
Oracle Corp
|
10,681 | $1,565,300 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,616 | $1,453,018 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
9,316 | $1,086,897 | |
| 7 | TOST |
Toast, Inc.
This page
|
23,584 | $656,106 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,941 | $605,416 |
All Filings in TOST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,106 | 23,584 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $634,887 | 23,949 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $813,889 | 22,920 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $832,281 | 22,796 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,044,845 | 23,591 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $284,930 | 8,590 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||