Position in CRWD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,620,050
-$2,814,066 QoQ
Shares Held
54,932
-1.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#819
of 2,437 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $74,760,395 across 18 Software - Infrastructure names. CRWD ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,359 | $40,047,054 | |
| 2 | TWLO |
Twilio Inc
|
50,259 | $10,369,939 | |
| 3 | PATH |
UiPath, Inc.
|
520,891 | $5,662,085 | |
| 4 | CRWV |
CoreWeave, Inc.
|
33,137 | $3,298,456 | |
| 5 | PANW |
Palo Alto Networks Inc
|
8,365 | $2,852,632 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
54,932 | $2,620,050 | |
| 7 | ORCL |
Oracle Corp
|
17,416 | $2,552,314 | |
| 8 | ZS |
Zscaler, Inc.
|
10,539 | $1,487,579 |
All Filings in CRWD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,620,050 | 13,733 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $5,434,116 | 13,919 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,530,295 | 13,931 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $6,877,089 | 14,024 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,178,318 | 4,277 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,356,375 | 3,847 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,254,358 | 3,666 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,024,837 | 3,654 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,472,599 | 3,843 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,233,950 | 3,849 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,154,301 | 4,521 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $887,950 | 5,305 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $842,152 | 5,734 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $802,010 | 5,843 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $600,047 | 5,699 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $814,326 | 4,941 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $826,281 | 4,902 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,092,708 | 4,812 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $997,132 | 4,870 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,201,372 | 4,888 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,268,612 | 5,048 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $865,644 | 4,743 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $836,689 | 3,950 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||