Position in CRWD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,296,764
+$1,441,537 QoQ
Shares Held
17,280
-9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#745
of 2,429 holders
Holding Since
Jun 2021
19 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, 2026CreativeOne Wealth, LLC holds $83,892,088 across 14 Software - Infrastructure names. CRWD ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
156,195 | $58,263,858 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
46,728 | $5,451,754 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,748 | $4,688,342 | |
| 4 | ORCL |
Oracle Corp
|
26,072 | $3,820,851 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
17,280 | $3,296,764 | |
| 6 | NET |
Cloudflare, Inc.
|
10,647 | $2,611,495 | |
| 7 | TOST |
Toast, Inc.
|
60,565 | $1,684,917 | |
| 8 | SWMR |
Swarmer, Inc
|
20,837 | $923,287 |
All Filings in CRWD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,296,764 | 4,320 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,855,227 | 4,752 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,730,526 | 5,825 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,792,223 | 5,694 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,535,120 | 6,941 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,346,067 | 6,654 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,050,906 | 5,994 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,307,831 | 4,663 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,487,926 | 3,883 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,374,689 | 4,288 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $217,021 | 850 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $250,707 | 1,707 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $228,263 | 1,663 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $284,132 | 1,724 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $248,120 | 1,472 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $443,487 | 1,953 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $262,694 | 1,283 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $295,427 | 1,202 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $328,209 | 1,306 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||