Independent Solutions Wealth Management, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1818391
Williamsville, NY
Position in CRWD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,896,782
+$2,775,845 QoQ
Shares Held
30,908
-3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#593
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, 2026Independent Solutions Wealth Management, LLC holds $31,011,724 across 8 Software - Infrastructure names. CRWD ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
72,968 | $8,513,176 | |
| 2 | MSFT |
Microsoft Corp
|
21,540 | $8,034,850 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
30,908 | $5,896,782 | |
| 4 | NET |
Cloudflare, Inc.
|
15,656 | $3,840,103 | |
| 5 | CRWV |
CoreWeave, Inc.
|
35,472 | $3,530,882 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,426 | $486,294 | |
| 7 | ORCL |
Oracle Corp
|
3,228 | $473,063 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,540 | $236,574 |
All Filings in CRWD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,896,782 | 7,727 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,120,937 | 7,994 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,740,704 | 7,980 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,125,076 | 8,412 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,303,160 | 8,449 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,947,568 | 8,360 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,131,180 | 3,306 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $935,086 | 3,334 | Shares | Sole | 2024-12-19 | |
| 2024-06-30 | $4,010,466 | 10,466 | Shares | Sole | 2024-12-19 | |
| 2024-03-31 | $3,350,486 | 10,451 | Shares | Sole | 2024-12-19 | |
| 2023-12-31 | $2,920,605 | 11,439 | Shares | Sole | 2024-12-19 | |
| 2023-09-30 | $1,875,325 | 11,204 | Shares | Sole | 2024-12-19 | |
| 2023-06-30 | $484,377 | 3,298 | Shares | Sole | 2024-12-19 | |
| 2023-03-31 | $457,213 | 3,331 | Shares | Sole | 2024-12-19 | |
| 2022-12-31 | $353,774 | 3,360 | Shares | Sole | 2024-12-19 | |
| 2022-09-30 | $603,369 | 3,661 | Shares | Sole | 2024-12-19 | |
| 2022-06-30 | $632,774 | 3,754 | Shares | Sole | 2024-12-19 | |
| 2022-03-31 | $2,462,909 | 10,846 | Shares | Sole | 2024-12-19 | |
| 2021-12-31 | $2,305,280 | 11,259 | Shares | Sole | 2024-12-19 | |
| 2021-09-30 | $2,713,902 | 11,042 | Shares | Sole | 2024-12-19 | |
| 2021-06-30 | $2,781,499 | 11,068 | Shares | Sole | 2024-12-19 | |
| 2021-03-31 | $1,955,229 | 10,713 | Shares | Sole | 2024-12-19 | |
| 2020-12-31 | $2,051,053 | 9,683 | Shares | Sole | 2024-12-19 | |
| 2020-09-30 | $1,079,335 | 7,860 | Shares | Sole | 2024-12-19 | |
| No filing history on record for this holder in this stock. | ||||||