Octavia Wealth Advisors, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1841259
CINCINNATI, OH
Position in CRWD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$369,932
-$414,011 QoQ
Shares Held
7,756
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,586
of 2,437 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, 2026Octavia Wealth Advisors, LLC holds $12,231,487 across 6 Software - Infrastructure names. CRWD ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,711 | $8,098,637 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
21,878 | $2,552,506 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,018 | $688,178 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
7,756 | $369,932 | |
| 5 | ORCL |
Oracle Corp
|
2,071 | $303,505 | |
| 6 | OKTA |
Okta, Inc.
|
1,603 | $218,729 |
All Filings in CRWD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,932 | 1,939 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $783,943 | 2,008 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $870,018 | 1,856 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $898,376 | 1,832 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $884,162 | 1,736 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $594,097 | 1,685 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $697,664 | 2,039 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $642,276 | 2,290 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $762,164 | 1,989 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $725,815 | 2,264 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $521,618 | 2,043 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $278,855 | 1,666 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $241,601 | 1,645 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $225,792 | 1,645 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $213,428 | 1,295 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $217,273 | 1,289 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $293,614 | 1,293 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $272,078 | 1,107 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $224,922 | 895 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||