Green Ridge Wealth Planning LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 2117069 MONTVILLE, NJ

Position in CRWD

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$212,725

-$222,972 QoQ

Shares Held

4,460

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,857

of 2,437 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Green Ridge Wealth Planning LLC holds $5,561,338 across 5 Software - Infrastructure names. CRWD ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	11,113	$4,145,371
2	PANW	Palo Alto Networks Inc	1,719	$586,213
3	ORCL	Oracle Corp	2,844	$416,788
4	CRWD	CrowdStrike Holdings, Inc. This page	4,460	$212,725
5	CORZ	Core Scientific, Inc./tx	7,825	$200,241

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,725	1,115	-0.1%	Shares	Sole	2026-07-08
2026-03-31	$435,697	1,116	+0.2%	Shares	Sole	2026-04-10
2025-12-31	$522,198	1,114	—	Shares	Sole	2026-03-11
No filing history on record for this holder in this stock.