Position in CRWV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,148,791
-$897,733 QoQ
Shares Held
11,541
-56.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#419
of 963 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWV Over Time
Shares Held
Position Value (USD)
Derivatives in CRWV
reported options exposure · as of Mar 31, 2026CallValue
$82,980
CallShares
120,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $83,023,876 across 11 Software - Infrastructure names. CRWV ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
81,778 | $30,504,829 | |
| 2 | PANW |
Palo Alto Networks Inc
|
61,181 | $20,863,944 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
159,459 | $18,604,081 | |
| 4 | ORCL |
Oracle Corp
|
34,390 | $5,039,854 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
97,700 | $4,659,923 | |
| 6 | CRWV |
CoreWeave, Inc.
This page
|
11,541 | $1,148,791 | |
| 7 | NET |
Cloudflare, Inc.
|
3,374 | $827,574 | |
| 8 | ZS |
Zscaler, Inc.
|
3,887 | $548,650 |
All Filings in CRWV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,148,791 | 11,541 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,046,524 | 26,417 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $82,980 | 120,000 | Call | Sole | 2026-04-27 | |
| 2025-12-31 | $1,247,661 | 17,423 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $28,644 | 400 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $1,817,641 | 13,282 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $109,480 | 80,000 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $467,493 | 2,867 | Shares | Sole | 2025-08-19 | |
| No filing history on record for this holder in this stock. | ||||||