Roberts Wealth Advisors, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1885319 PALO ALTO, CA

Position in CRWD

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

Position Value

$3,533,338

+$1,785,083 QoQ

Shares Held

18,520

+3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#720

of 2,437 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Roberts Wealth Advisors, LLC holds $20,416,139 across 6 Software - Infrastructure names. CRWD ranks #2 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	34,778	$12,972,889
2	CRWD	CrowdStrike Holdings, Inc. This page	18,520	$3,533,338
3	SNPS	Synopsys Inc	4,955	$2,210,276
4	ORCL	Oracle Corp	6,499	$952,428
5	QLYS	Qualys, Inc.	3,200	$439,968
6	FTNT	Fortinet, Inc.	2,000	$307,240

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,533,338	4,630	+3.4%	Shares	Sole	2026-07-30
2026-03-31	$1,748,255	4,478	+8.3%	Shares	Sole	2026-04-08
2025-12-31	$1,938,791	4,136	+2.2%	Shares	Sole	2026-01-13
2025-09-30	$1,985,058	4,048	+1.3%	Shares	Sole	2025-10-21
2025-06-30	$2,035,202	3,996	+3.0%	Shares	Sole	2025-07-23
2025-03-31	$1,367,305	3,878	+0.1%	Shares	Sole	2025-04-21
2024-12-31	$1,325,527	3,874	+0.4%	Shares	Sole	2025-01-17
2024-09-30	$1,082,614	3,860	—	Shares	Sole	2024-10-15
No filing history on record for this holder in this stock.