AXXCESS WEALTH MANAGEMENT, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1911056 CARLSBAD, CA

Position in CRWD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$12,291,895

+$10,020,285 QoQ

Shares Held

64,428

+232.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#407

of 2,437 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Technology · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $134,441,575 across 13 Software - Infrastructure names. CRWD ranks #2 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	251,579	$93,843,998
2	CRWD	CrowdStrike Holdings, Inc. This page	64,428	$12,291,895
3	PLTR	Palantir Technologies Inc.	69,497	$8,108,214
4	ORCL	Oracle Corp	53,526	$7,844,235
5	SNPS	Synopsys Inc	9,997	$4,459,361
6	IOT	Samsara Inc.	85,257	$2,764,884
7	PANW	Palo Alto Networks Inc	6,997	$2,386,116
8	CRWV	CoreWeave, Inc.	12,909	$1,284,961

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,291,895	16,107	+232.4%	Shares	Sole	2026-07-28
2025-12-31	$2,271,610	4,846	+17.1%	Shares	Sole	2026-02-19
2025-09-30	$2,029,682	4,139	-5.8%	Shares	Sole	2025-11-07
2025-06-30	$2,236,889	4,392	+16.7%	Shares	Sole	2025-07-28
2025-03-31	$1,327,111	3,764	-34.8%	Shares	Sole	2025-04-30
2024-12-31	$1,976,316	5,776	+44.3%	Shares	Sole	2025-02-10
2024-09-30	$1,122,721	4,003	+39.0%	Shares	Sole	2024-11-04
2024-06-30	$1,103,587	2,880	+86.9%	Shares	Sole	2024-08-09
2024-03-31	$494,029	1,541	+81.5%	Shares	Sole	2024-05-14
2023-12-31	$216,766	849	-41.7%	Shares	Sole	2024-02-06
2022-03-31	$330,855	1,457	-48.6%	Shares	Sole	2022-08-11
2021-12-31	$580,466	2,835	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.