Position in CRWD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$228,751
-$240,131 QoQ
Shares Held
4,796
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,823
of 2,437 holders
Holding Since
Sep 2024
8 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, 2026Clarity Wealth Advisors, LLC holds $8,071,231 across 8 Software - Infrastructure names. CRWD ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,209 | $4,181,181 | |
| 2 | SNPS |
Synopsys Inc
|
2,140 | $954,589 | |
| 3 | ORCL |
Oracle Corp
|
5,354 | $784,628 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,267 | $773,092 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
5,445 | $635,268 | |
| 6 | CRWV |
CoreWeave, Inc.
|
3,000 | $298,620 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
4,796 | $228,751 | |
| 8 | NTNX |
Nutanix, Inc.
|
4,221 | $215,102 |
All Filings in CRWD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,751 | 1,199 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $468,882 | 1,201 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $562,043 | 1,199 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $587,965 | 1,199 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $610,662 | 1,199 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $422,038 | 1,197 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $323,683 | 946 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $265,605 | 947 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||