Position in CRWV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,421,487
+$1,149,525 QoQ
Shares Held
34,373
+17.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#270
of 937 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
$59,724
CallShares
600
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, 2026Arkadios Wealth Advisors holds $182,686,994 across 28 Software - Infrastructure names. CRWV ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,396 | $90,418,555 | |
| 2 | PANW |
Palo Alto Networks Inc
|
63,860 | $21,777,536 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
182,940 | $21,343,609 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
15,935 | $12,160,635 | |
| 5 | ORCL |
Oracle Corp
|
56,791 | $8,322,720 | |
| 6 | FTNT |
Fortinet, Inc.
|
29,935 | $4,598,614 | |
| 7 | NTAP |
NetApp, Inc.
|
24,607 | $3,808,178 | |
| 8 | CRWV |
CoreWeave, Inc.
This page
|
34,373 | $3,421,487 |
All Filings in CRWV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,421,487 | 34,373 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $59,724 | 600 | Call | Sole | 2026-08-10 | |
| 2026-03-31 | $2,271,962 | 29,327 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $23,241 | 300 | Call | Sole | 2026-05-18 | |
| 2025-12-31 | $28,644 | 400 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $1,714,056 | 23,936 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,261,172 | 16,523 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,344,918 | 8,248 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||