Position in WLTH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,847,166
+$943,563 QoQ
Shares Held
318,475
+54.8% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 139 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WLTH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026VANGUARD PORTFOLIO MANAGEMENT LLC holds $51,539,150,577 across 122 Software - Application names. WLTH ranks #106 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
17,558,413 | $4,571,508,408 | |
| 2 | SNOW |
Snowflake Inc.
|
12,878,536 | $3,277,587,412 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
6,961,873 | $2,612,930,174 | |
| 4 | CRM |
Salesforce, Inc.
|
16,104,722 | $2,522,965,748 | |
| 5 | NOW |
ServiceNow, Inc.
|
25,184,743 | $2,500,341,285 | |
| 6 | UBER |
Uber Technologies, Inc
|
34,448,091 | $2,485,774,246 | |
| 7 | ADP |
Automatic Data Processing Inc
|
10,541,337 | $2,360,732,421 | |
| 8 | ADSK |
Autodesk, Inc.
|
11,606,318 | $2,256,500,345 |
All Filings in WLTH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,847,166 | 318,475 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,903,603 | 205,795 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||