SAX WEALTH ADVISORS, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1846150 PARSIPPANY, NJ

Position in CRWD

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$534,961

-$573,803 QoQ

Shares Held

11,216

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,426

of 2,437 holders

Holding Since

Jun 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $21,981,779 across 5 Software - Infrastructure names. CRWD ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	42,120	$15,711,602
2	PANW	Palo Alto Networks Inc	8,543	$2,913,333
3	ORCL	Oracle Corp	11,936	$1,749,220
4	PLTR	Palantir Technologies Inc.	9,194	$1,072,663
5	CRWD	CrowdStrike Holdings, Inc. This page	11,216	$534,961

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$534,961	2,804	-1.3%	Shares	Sole	2026-07-09
2026-03-31	$1,108,764	2,840	-0.9%	Shares	Sole	2026-04-08
2025-12-31	$1,342,997	2,865	+0.4%	Shares	Sole	2026-01-12
2025-09-30	$1,399,544	2,854	+0.4%	Shares	Sole	2025-10-20
2025-06-30	$1,448,477	2,844	+279.2%	Shares	Sole	2025-07-23
2025-03-31	$264,435	750	+31.3%	Shares	Sole	2025-05-14
2024-06-30	$218,801	571	—	Shares	Sole	2024-07-12
No filing history on record for this holder in this stock.