Position in XYZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$957,600
+$335,821 QoQ
Shares Held
12,600
+22.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#474
of 1,079 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $19,814,531 across 11 Software - Infrastructure names. XYZ ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,596 | $9,547,819 | |
| 2 | ORCL |
Oracle Corp
|
15,776 | $2,311,972 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
10,864 | $2,072,688 | |
| 4 | CPAY |
Corpay, Inc.
|
3,964 | $1,321,082 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
9,689 | $1,130,415 | |
| 6 | XYZ |
Block, Inc.
This page
|
12,600 | $957,600 | |
| 7 | NET |
Cloudflare, Inc.
|
3,257 | $798,876 | |
| 8 | RBRK |
Rubrik, Inc.
|
8,567 | $687,758 |
All Filings in XYZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $957,600 | 12,600 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $621,779 | 10,332 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||