Position in CRWV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,058,906
+$270,494 QoQ
Shares Held
10,638
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#428
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 Jun 30, 2026CallValue
$119,448
CallShares
1,200
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, 2026Focused Wealth Management, Inc holds $14,231,436 across 9 Software - Infrastructure names. CRWV ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,779 | $8,497,022 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,563 | $1,215,054 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,170 | $1,186,533 | |
| 4 | CRWV |
CoreWeave, Inc.
This page
|
10,638 | $1,058,906 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,848 | $734,140 | |
| 6 | ORCL |
Oracle Corp
|
4,381 | $642,035 | |
| 7 | NET |
Cloudflare, Inc.
|
1,424 | $349,278 | |
| 8 | TWLO |
Twilio Inc
|
1,560 | $321,874 |
All Filings in CRWV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,058,906 | 10,638 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $119,448 | 1,200 | Call | Sole | 2026-08-07 | |
| 2026-03-31 | $193,675 | 2,500 | Call | Sole | 2026-04-20 | |
| 2026-03-31 | $788,412 | 10,177 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $732,355 | 10,227 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,471,411 | 10,752 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,646,906 | 10,100 | Shares | Sole | 2025-07-15 | |
| 2025-06-30 | $163,060 | 1,000 | Call | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||