SEC 13F Intelligence

Vivid Wealth Management, LLC / ORCL

Vivid Wealth Management, LLC’s Oracle Corp Position

Does Vivid Wealth Management, LLC own Oracle Corp (ORCL)? Not currently — the last reported position was 9.5K shares worth $3M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2025
Shares
9.5K
% of Portfolio
+1.06%
Quarters Held
8
position exited

Position History ORCL

Reported value by quarter
Q4 ’23: $469,480Q4 ’23Q1 ’24: $605,189Q1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $3MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $3MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20259.5K$3M+1.06%
Q2 202516.0K$4M+1.54%
Q1 202515.9K$2M+1.12%
Q4 202413.9K$2M+1.17%
Q3 202417.2K$3M+1.53%
Q2 202416.5K$2M+1.30%
Q1 20244.8K$605,189+0.38%
Q4 20234.5K$469,480+0.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vivid Wealth Management, LLC’s full portfolio or all institutional holders of ORCL.