Wealthcare Advisory Partners LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1683059
WEST CHESTER, PA
Position in CRWD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,105,408
+$513,157 QoQ
Shares Held
5,794
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#34
of 208 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $47,129,876 across 12 Software - Infrastructure names. CRWD ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
84,993 | $31,704,088 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15,532 | $5,296,722 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
36,199 | $4,223,337 | |
| 4 | ORCL |
Oracle Corp
|
13,062 | $1,914,236 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
5,794 | $1,105,408 | |
| 6 | NET |
Cloudflare, Inc.
|
3,582 | $878,592 | |
| 7 | TOST |
Toast, Inc.
|
28,910 | $804,276 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,423 | $372,221 |
All Filings in CRWD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,105,408 | 5,794 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $592,251 | 6,068 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $669,272 | 5,711 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $714,851 | 5,831 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $777,461 | 6,106 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $527,635 | 5,986 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $514,694 | 6,017 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $403,736 | 5,758 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $555,721 | 5,801 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $420,213 | 5,243 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $360,320 | 5,645 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $233,620 | 5,583 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $165,999 | 4,521 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $132,661 | 3,866 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $104,500 | 3,970 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $128,098 | 3,109 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $128,906 | 3,059 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $190,122 | 3,349 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $131,244 | 2,564 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $148,819 | 2,422 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $151,602 | 2,413 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $89,201 | 1,955 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $87,110 | 1,645 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $54,413 | 1,585 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||