DIVERSIFY WEALTH MANAGEMENT, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 2030780
SANDY, UT
Position in CRWD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$62,817,869
+$53,650,652 QoQ
Shares Held
329,260
+250.6% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#174
of 2,437 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $257,255,262 across 18 Software - Infrastructure names. CRWD ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
182,468 | $68,064,213 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
329,260 | $62,817,869 | |
| 3 | PANW |
Palo Alto Networks Inc
|
157,738 | $53,791,812 | |
| 4 | ORCL |
Oracle Corp
|
166,642 | $24,421,385 | |
| 5 | FTNT |
Fortinet, Inc.
|
108,044 | $16,597,719 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
109,173 | $12,737,213 | |
| 7 | RBRK |
Rubrik, Inc.
|
81,103 | $6,510,948 | |
| 8 | OKTA |
Okta, Inc.
|
24,951 | $3,404,563 |
All Filings in CRWD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,817,869 | 82,315 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,167,217 | 23,481 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,451,678 | 11,630 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,152,797 | 12,547 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,137,185 | 12,050 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,098,742 | 11,625 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,048,094 | 11,831 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,257,783 | 8,050 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||