KINGSWOOD WEALTH ADVISORS, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1987855 SAN DIEGO, CA

Position in CRWD

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,052,560

-$911,202 QoQ

Shares Held

22,068

+9.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,121

of 2,437 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $59,981,681 across 14 Software - Infrastructure names. CRWD ranks #6 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	96,066	$35,834,539
2	PLTR	Palantir Technologies Inc.	96,574	$11,267,288
3	ORCL	Oracle Corp	29,634	$4,342,862
4	PANW	Palo Alto Networks Inc	9,224	$3,145,568
5	NET	Cloudflare, Inc.	4,487	$1,100,571
6	CRWD	CrowdStrike Holdings, Inc. This page	22,068	$1,052,560
7	CRWV	CoreWeave, Inc.	7,909	$787,261
8	FTNT	Fortinet, Inc.	3,154	$484,517

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,052,560	5,517	+9.7%	Shares	Sole	2026-07-27
2026-03-31	$1,963,762	5,030	+8.4%	Shares	Sole	2026-04-28
2025-12-31	$2,175,515	4,641	+22.0%	Shares	Sole	2026-01-28
2025-09-30	$1,865,405	3,804	+5.5%	Shares	Sole	2025-10-23
2025-06-30	$1,836,571	3,606	+19.5%	Shares	Sole	2025-07-23
2025-03-31	$1,064,086	3,018	-6.1%	Shares	Sole	2025-07-25
2024-12-31	$1,099,360	3,213	-8.6%	Shares	Sole	2025-01-22
2024-09-30	$986,132	3,516	-9.0%	Shares	Sole	2024-10-21
2024-06-30	$1,479,879	3,862	+90.2%	Shares	Sole	2024-07-09
2024-03-31	$650,797	2,030	-6.6%	Shares	Sole	2024-04-15
2023-12-31	$554,810	2,173	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.