Modern Wealth Management, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 2001900
KANSAS CITY, MO
Position in CRWD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$675,376
+$428,639 QoQ
Shares Held
3,540
+40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,319
of 2,429 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $130,349,175 across 13 Software - Infrastructure names. CRWD ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
302,807 | $112,953,063 | |
| 2 | ORCL |
Oracle Corp
|
48,820 | $7,154,568 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
28,055 | $3,273,174 | |
| 4 | PANW |
Palo Alto Networks Inc
|
8,789 | $2,997,223 | |
| 5 | NTAP |
NetApp, Inc.
|
6,884 | $1,065,366 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
3,540 | $675,376 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,838 | $435,971 | |
| 8 | GEN |
Gen Digital Inc.
|
16,220 | $403,714 |
All Filings in CRWD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,376 | 885 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $246,737 | 632 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $262,034 | 559 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $252,542 | 515 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $249,050 | 489 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||