Position in WLTH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$609,815
New position
Shares Held
68,212
first reported quarter
Ownership
0.046%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#61
of 139 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Parallel Advisors, LLC holds $76,909,043 across 108 Software - Application names. WLTH ranks #21 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
250,097 | $18,046,999 | |
| 2 | CRM |
Salesforce, Inc.
|
50,944 | $7,980,887 | |
| 3 | INTU |
Intuit Inc.
|
25,587 | $6,678,207 | |
| 4 | ROP |
Roper Technologies Inc
|
14,977 | $5,068,067 | |
| 5 | EXFY |
Expensify, Inc.
|
2,664,037 | $4,768,626 | |
| 6 | ADBE |
Adobe Inc.
|
16,071 | $3,294,876 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
7,338 | $2,754,098 | |
| 8 | SHOP |
Shopify Inc.
|
23,428 | $2,675,009 |
All Filings in WLTH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,815 | 68,212 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||