Total Wealth Planning & Management, Inc.
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in CRWD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$714,299
+$402,752 QoQ
Shares Held
3,744
+17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,307
of 2,437 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $4,784,201 across 7 Software - Infrastructure names. CRWD ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,301 | $2,723,419 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
3,744 | $714,299 | |
| 3 | OKTA |
Okta, Inc.
|
3,001 | $409,486 | |
| 4 | PANW |
Palo Alto Networks Inc
|
830 | $283,046 | |
| 5 | BOX |
Box Inc
|
10,054 | $266,833 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,019 | $235,556 | |
| 7 | NTSK |
Netskope Inc
|
13,854 | $151,562 |
All Filings in CRWD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,299 | 936 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $311,547 | 798 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $360,007 | 768 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $322,902 | 634 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $273,602 | 776 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $314,787 | 920 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||