Position in XYZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$187,796
+$186,378 QoQ
Shares Held
2,471
+11131.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#767
of 1,079 holders
Holding Since
Jun 2024
2 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, 2026Triad Wealth Partners, LLC holds $26,014,732 across 8 Software - Infrastructure names. XYZ ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
38,756 | $14,456,763 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
40,760 | $7,776,396 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,576 | $1,233,901 | |
| 4 | ORCL |
Oracle Corp
|
6,702 | $982,178 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,740 | $934,394 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,701 | $261,307 | |
| 7 | XYZ |
Block, Inc.
This page
|
2,471 | $187,796 | |
| 8 | NET |
Cloudflare, Inc.
|
742 | $181,997 |
All Filings in XYZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,796 | 2,471 | Shares | Sole | 2026-08-10 | |
| 2024-06-30 | $1,418 | 22 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||