Position in XYZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$884,260
+$884,130 QoQ
Shares Held
11,635
+581650.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#487
of 1,079 holders
Holding Since
Dec 2025
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, 2026Acumen Wealth Advisors, LLC holds $13,601,628 across 7 Software - Infrastructure names. XYZ ranks #2 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,240 | $12,399,184 | |
| 2 | XYZ |
Block, Inc.
This page
|
11,635 | $884,260 | |
| 3 | SNPS |
Synopsys Inc
|
338 | $150,771 | |
| 4 | ORCL |
Oracle Corp
|
686 | $100,533 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
363 | $42,351 | |
| 6 | PANW |
Palo Alto Networks Inc
|
39 | $13,299 | |
| 7 | FFIV |
F5, Inc.
|
27 | $11,230 |
All Filings in XYZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,260 | 11,635 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $130 | 2 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||