Keystone Wealth Services, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1866189
PALM DESERT, CA
Position in CRWD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$341,123
+$89,015 QoQ
Shares Held
1,788
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,630
of 2,437 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Keystone Wealth Services, LLC holds $15,244,563 across 7 Software - Infrastructure names. CRWD ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,777 | $9,615,336 | |
| 2 | NET |
Cloudflare, Inc.
|
10,843 | $2,659,571 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
12,251 | $1,429,324 | |
| 4 | ORCL |
Oracle Corp
|
3,552 | $520,545 | |
| 5 | CRWV |
CoreWeave, Inc.
|
3,834 | $381,636 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
1,788 | $341,123 | |
| 7 | PANW |
Palo Alto Networks Inc
|
871 | $297,028 |
All Filings in CRWD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,123 | 447 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $252,108 | 495 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||