Position in WLTH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,235
+$1,218 QoQ
Shares Held
250
+127.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#128
of 139 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLTH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $46,310,552 across 33 Software - Application names. WLTH ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
|
144,299 | $8,953,752 | |
| 2 | PLUS |
Eplus Inc
|
101,971 | $8,487,045 | |
| 3 | ROP |
Roper Technologies Inc
|
22,559 | $7,633,739 | |
| 4 | ADP |
Automatic Data Processing Inc
|
29,844 | $6,683,563 | |
| 5 | INTU |
Intuit Inc.
|
16,984 | $4,432,824 | |
| 6 | ADBE |
Adobe Inc.
|
12,131 | $2,487,097 | |
| 7 | MANH |
Manhattan Associates Inc
|
13,807 | $1,922,624 | |
| 8 | CRM |
Salesforce, Inc.
|
11,429 | $1,790,466 |
All Filings in WLTH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,235 | 250 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,017 | 110 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||