TWIN PEAKS WEALTH ADVISORS, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 2006218
BURLINGAME, CA
Position in CRWD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$560,144
+$27,625 QoQ
Shares Held
2,936
-46.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,407
of 2,437 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $8,956,210 across 7 Software - Infrastructure names. CRWD ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,468 | $5,769,873 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,089 | $1,394,430 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
2,936 | $560,144 | |
| 4 | ORCL |
Oracle Corp
|
2,495 | $365,642 | |
| 5 | MDB |
MongoDB, Inc.
|
972 | $326,494 | |
| 6 | TWLO |
Twilio Inc
|
1,325 | $273,387 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,282 | $266,240 |
All Filings in CRWD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,144 | 734 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $532,519 | 1,364 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $608,450 | 1,298 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $675,743 | 1,378 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $694,698 | 1,364 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $498,900 | 1,415 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $206,322 | 603 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $268,616 | 701 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $220,245 | 687 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||