Position in CRWV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$263,781
+$48,957 QoQ
Shares Held
2,650
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#667
of 963 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $54,517,540 across 7 Software - Infrastructure names. CRWV ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
90,642 | $33,811,278 | |
| 2 | ORCL |
Oracle Corp
|
45,841 | $6,717,998 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
52,405 | $6,114,090 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
20,904 | $3,988,169 | |
| 5 | PANW |
Palo Alto Networks Inc
|
9,315 | $3,176,601 | |
| 6 | SNPS |
Synopsys Inc
|
999 | $445,623 | |
| 7 | CRWV |
CoreWeave, Inc.
This page
|
2,650 | $263,781 |
All Filings in CRWV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,781 | 2,650 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $214,824 | 2,773 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||