Investment Planning Advisors, Inc.

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 2024049 CUMMING, GA

Position in CRWD

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$401,411

New position

Shares Held

2,104

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Investment Planning Advisors, Inc. holds $2,414,120 across 5 Software - Infrastructure names. CRWD ranks #3 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	2,884	$1,075,789
2	PANW	Palo Alto Networks Inc	1,306	$445,372
3	CRWD	CrowdStrike Holdings, Inc. This page	2,104	$401,411
4	ORCL	Oracle Corp	2,331	$341,608
5	QNC	Quantum eMotion Corp	48,058	$149,940

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$401,411	526	—	Shares	Sole	2026-07-23
No filing history on record for this holder in this stock.