Position in CRWV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,400,805
+$462,274 QoQ
Shares Held
24,119
-3.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#321
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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Castle Rock Wealth Management, LLC holds $23,708,621 across 7 Software - Infrastructure names. CRWV ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
24,804 | $8,458,660 | |
| 2 | MSFT |
Microsoft Corp
|
21,962 | $8,192,265 | |
| 3 | CRWV |
CoreWeave, Inc.
This page
|
24,119 | $2,400,805 | |
| 4 | ORCL |
Oracle Corp
|
13,320 | $1,952,046 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
12,123 | $1,414,390 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
22,520 | $1,074,119 | |
| 7 | NET |
Cloudflare, Inc.
|
882 | $216,336 |
All Filings in CRWV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,400,805 | 24,119 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,938,531 | 25,023 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,801,206 | 25,153 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $454,342 | 3,320 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $500,594 | 3,070 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||