Retirement Planning Group, LLC

Pension

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1508195 LEAWOOD, KS

Position in CRWD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$979,871

+$465,311 QoQ

Shares Held

5,136

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,144

of 2,437 holders

Holding Since

Sep 2022

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Retirement Planning Group, LLC holds $24,012,011 across 6 Software - Infrastructure names. CRWD ranks #3 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	53,831	$20,080,039
2	PLTR	Palantir Technologies Inc.	11,787	$1,375,189
3	CRWD	CrowdStrike Holdings, Inc. This page	5,136	$979,871
4	FTNT	Fortinet, Inc.	6,118	$939,847
5	ORCL	Oracle Corp	2,700	$395,685
6	OKTA	Okta, Inc.	1,769	$241,380

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$979,871	1,284	-2.6%	Shares	Sole	2026-08-05
2026-03-31	$514,560	1,318	-69.6%	Shares	Sole	2026-05-04
2025-12-31	$2,034,887	4,341	+0.4%	Shares	Sole	2026-02-03
2025-09-30	$2,120,893	4,325	+25.2%	Shares	Sole	2025-10-27
2025-06-30	$1,759,156	3,454	+1.1%	Shares	Sole	2025-07-30
2025-03-31	$1,204,413	3,416	-4.8%	Shares	Sole	2025-04-10
2024-12-31	$1,227,327	3,587	-0.7%	Shares	Sole	2025-02-18
2024-09-30	$1,012,777	3,611	+93.1%	Shares	Sole	2024-10-10
2022-09-30	$308,194	1,870	—	Shares	Sole	2022-10-14
No filing history on record for this holder in this stock.