Position in CRWD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,160,635
+$5,838,726 QoQ
Shares Held
15,935
-1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#401
of 2,385 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Derivatives in CRWD
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$686,826
PutShares
900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Arkadios Wealth Advisors holds $182,686,994 across 28 Software - Infrastructure names. CRWD ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,396 | $90,418,555 | |
| 2 | PANW |
Palo Alto Networks Inc
|
63,860 | $21,777,536 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
182,940 | $21,343,609 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
15,935 | $12,160,635 | |
| 5 | ORCL |
Oracle Corp
|
56,791 | $8,322,720 | |
| 6 | FTNT |
Fortinet, Inc.
|
29,935 | $4,598,614 | |
| 7 | NTAP |
NetApp, Inc.
|
24,607 | $3,808,178 | |
| 8 | CRWV |
CoreWeave, Inc.
|
34,373 | $3,421,487 |
All Filings in CRWD
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,160,635 | 15,935 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $686,826 | 900 | Put | Sole | 2026-08-10 | |
| 2026-03-31 | $351,369 | 900 | Put | Sole | 2026-05-18 | |
| 2026-03-31 | $6,321,909 | 16,193 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $187,504 | 400 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $7,084,369 | 15,113 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,595,120 | 13,449 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $196,152 | 400 | Put | Sole | 2025-10-29 | |
| 2025-06-30 | $6,259,928 | 12,291 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $203,724 | 400 | Put | Sole | 2025-08-04 | |
| 2025-03-31 | $3,814,562 | 10,819 | Shares | Sole | 2025-05-08 | |
| 2025-03-31 | $141,032 | 400 | Put | Sole | 2025-05-08 | |
| 2024-12-31 | $136,864 | 400 | Put | Sole | 2025-01-15 | |
| 2024-12-31 | $3,397,990 | 9,931 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $112,188 | 400 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $2,050,796 | 7,312 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $153,276 | 400 | Put | Sole | 2024-07-29 | |
| 2024-06-30 | $2,937,534 | 7,666 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,173,600 | 6,780 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,734,644 | 6,794 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,124,458 | 6,718 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $833,193 | 5,673 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $843,050 | 6,142 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $654,903 | 6,220 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $939,581 | 5,701 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $834,709 | 4,952 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,139,487 | 5,018 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,061,014 | 5,182 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $334,260 | 1,360 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $338,011 | 1,345 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $220,654 | 1,209 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $260,962 | 1,232 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,904 | 43 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,510 | 35 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||