Mascagni Wealth Management, Inc.

Position in XYZ — Block, Inc.

CIK 2063074 CLINTON, MS

Position in XYZ

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$212,724

-$315 QoQ

Shares Held

2,799

-14.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#754

of 1,079 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Mascagni Wealth Management, Inc. holds $6,813,878 across 5 Software - Infrastructure names. XYZ ranks #5 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	9,406	$3,508,626
2	PLTR	Palantir Technologies Inc.	11,097	$1,294,686
3	CRWD	CrowdStrike Holdings, Inc.	5,304	$1,011,923
4	FTNT	Fortinet, Inc.	5,116	$785,919
5	XYZ	Block, Inc. This page	2,799	$212,724

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,724	2,799	-14.5%	Shares	Sole	2026-07-31
2025-12-31	$213,039	3,273	-1.3%	Shares	Sole	2026-02-11
2025-09-30	$239,575	3,315	-1.5%	Shares	Sole	2025-10-15
2025-06-30	$228,584	3,365	—	Shares	Sole	2025-08-06
No filing history on record for this holder in this stock.