Position in WLTH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$26,771,124
-$2,472,306 QoQ
Shares Held
2,994,533
-5.3% QoQ
Ownership
2.00%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 139 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WLTH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JPMORGAN CHASE & CO holds $20,052,266,511 across 153 Software - Application names. WLTH ranks #49 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
7,865,907 | $2,952,232,205 | |
| 2 | SNOW |
Snowflake Inc.
|
9,218,816 | $2,346,188,666 | |
| 3 | SHOP |
Shopify Inc.
|
15,220,724 | $1,737,902,256 | |
| 4 | CRM |
Salesforce, Inc.
|
10,440,961 | $1,635,680,940 | |
| 5 | NOW |
ServiceNow, Inc.
|
13,949,279 | $1,384,884,410 | |
| 6 | INTU |
Intuit Inc.
|
4,808,487 | $1,255,015,107 | |
| 7 | DDOG |
Datadog, Inc.
|
4,451,836 | $1,159,080,013 | |
| 8 | ADSK |
Autodesk, Inc.
|
5,023,243 | $976,618,891 |
All Filings in WLTH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,771,124 | 2,994,533 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $29,243,430 | 3,161,452 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $27,725,474 | 2,040,138 | Shares | Defined | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||