Position in XYZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$352,108
+$115,481 QoQ
Shares Held
4,633
+17.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#627
of 1,079 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EARNED WEALTH ADVISORS, LLC holds $15,824,031 across 9 Software - Infrastructure names. XYZ ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
27,458 | $10,242,383 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
13,996 | $2,670,226 | |
| 3 | ORCL |
Oracle Corp
|
5,500 | $806,025 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,518 | $517,668 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,030 | $470,180 | |
| 6 | XYZ |
Block, Inc.
This page
|
4,633 | $352,108 | |
| 7 | NET |
Cloudflare, Inc.
|
1,304 | $319,845 | |
| 8 | OKTA |
Okta, Inc.
|
1,796 | $245,064 |
All Filings in XYZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,108 | 4,633 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $236,627 | 3,932 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $327,272 | 5,028 | Shares | Sole | 2026-01-27 | |
| 2024-09-30 | $83,375 | 1,242 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||