Integrated Wealth Concepts LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1737109
WALTHAM, MA
Position in CRWD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,918,047
+$16,967,348 QoQ
Shares Held
130,608
+60.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#296
of 2,437 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $330,592,319 across 107 Software - Infrastructure names. CRWD ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
504,593 | $188,223,280 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
241,381 | $28,161,921 | |
| 3 | PANW |
Palo Alto Networks Inc
|
76,690 | $26,152,823 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
130,608 | $24,918,047 | |
| 5 | ORCL |
Oracle Corp
|
109,774 | $16,087,379 | |
| 6 | IOT |
Samsara Inc.
|
223,780 | $7,257,185 | |
| 7 | FTNT |
Fortinet, Inc.
|
42,502 | $6,529,157 | |
| 8 | SNPS |
Synopsys Inc
|
6,924 | $3,088,588 |
All Filings in CRWD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,918,047 | 32,652 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,950,699 | 20,365 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $9,231,290 | 19,693 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $10,899,676 | 22,227 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $11,262,881 | 22,114 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $8,061,389 | 22,864 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $7,193,571 | 21,024 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $5,561,159 | 19,828 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $6,426,862 | 16,772 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $5,033,263 | 15,700 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,701,884 | 14,499 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,611,295 | 15,601 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,182,341 | 14,859 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,739,907 | 12,676 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $943,503 | 8,961 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,797,253 | 10,905 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,890,737 | 11,217 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,544,885 | 11,207 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,082,512 | 10,171 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,261,421 | 9,201 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $980,109 | 3,900 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $710,876 | 3,895 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $534,421 | 2,523 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $326,272 | 2,376 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||