Position in TWLO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$48,281
+$47,023 QoQ
Shares Held
234
+2240.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#798
of 955 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $3,754,485 across 8 Software - Infrastructure names. TWLO ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,727 | $2,136,285 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,550 | $647,518 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,257 | $428,662 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,692 | $271,487 | |
| 5 | ORCL |
Oracle Corp
|
1,373 | $201,213 | |
| 6 | TWLO |
Twilio Inc
This page
|
234 | $48,281 | |
| 7 | MDB |
MongoDB, Inc.
|
50 | $16,795 | |
| 8 | GDDY |
GoDaddy Inc.
|
50 | $4,244 |
All Filings in TWLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,281 | 234 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,258 | 10 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $29,870 | 210 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $21,018 | 210 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,243 | 10 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $979 | 10 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,080 | 10 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||