PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in CRWD — CrowdStrike Holdings, Inc.
CIK 2145782
WALTHAM, MA
Position in CRWD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$91,576
+$44,727 QoQ
Shares Held
480
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,077
of 2,437 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $3,995,349 across 12 Software - Infrastructure names. CRWD ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,814 | $2,541,758 | |
| 2 | CLBT |
Cellebrite DI Ltd.
|
33,143 | $483,887 | |
| 3 | VRNS |
Varonis Systems Inc
|
5,018 | $210,555 | |
| 4 | ORCL |
Oracle Corp
|
1,198 | $175,566 | |
| 5 | PAY |
Paymentus Holdings, Inc.
|
6,450 | $155,832 | |
| 6 | PANW |
Palo Alto Networks Inc
|
446 | $152,094 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
480 | $91,576 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
509 | $59,385 |
All Filings in CRWD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,576 | 120 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $46,849 | 120 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $63,751 | 136 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $64,730 | 132 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $67,228 | 132 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $43,719 | 124 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $38,321 | 112 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||