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

$100,352

New position

Shares Held

526

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,021

of 1,317 holders

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 $2,113,061 across 5 Software - Infrastructure names. CRWD ranks #5 (4.7% 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	ORCL	Oracle Corp	2,331	$341,608
4	QNC	Quantum eMotion Corp	48,058	$149,940
5	CRWD	CrowdStrike Holdings, Inc. This page	526	$100,352

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$100,352	526	—	Shares	Sole	2026-07-23
No filing history on record for this holder in this stock.