Position in WEX
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,071
+$756 QoQ
Shares Held
7
+250.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Retirement Wealth Solutions LLC holds $1,105,558 across 20 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,438 | $909,422 | |
| 2 | ORCL |
Oracle Corp
|
677 | $99,214 | |
| 3 | PANW |
Palo Alto Networks Inc
|
86 | $29,327 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
143 | $16,683 | |
| 5 | NET |
Cloudflare, Inc.
|
45 | $11,037 | |
| 6 | TWLO |
Twilio Inc
|
32 | $6,602 | |
| 7 | FTNT |
Fortinet, Inc.
|
36 | $5,530 | |
| 8 | OKTA |
Okta, Inc.
|
33 | $4,502 |
All Filings in WEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,071 | 7 | Shares | Sole | 2026-04-07 | |
| 2025-09-30 | $315 | 2 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||