Benchmark Financial Wealth Advisors, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1757706
BOCA RATON, FL
Position in CRWD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$98,254
-$239,841 QoQ
Shares Held
2,060
-40.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,062
of 2,437 holders
Holding Since
Dec 2020
12 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, 2026Benchmark Financial Wealth Advisors, LLC holds $5,924,698 across 7 Software - Infrastructure names. CRWD ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,014 | $4,481,462 | |
| 2 | PANW |
Palo Alto Networks Inc
|
878 | $299,415 | |
| 3 | GEN |
Gen Digital Inc.
|
11,860 | $295,195 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,463 | $287,358 | |
| 5 | ORCL |
Oracle Corp
|
1,629 | $238,729 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,460 | $224,285 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
2,060 | $98,254 |
All Filings in CRWD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,254 | 515 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $338,095 | 866 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $364,695 | 778 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $381,515 | 778 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $383,510 | 753 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $341,297 | 968 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $277,833 | 812 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $409,486 | 1,460 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $334,908 | 874 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $285,004 | 889 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $248,681 | 974 | Shares | Sole | 2024-01-23 | |
| 2020-12-31 | $238,085 | 1,124 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||