Position in CRWV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$418,267
+$100,795 QoQ
Shares Held
4,202
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#569
of 963 holders
Holding Since
Sep 2025
3 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, 2026Cyndeo Wealth Partners, LLC holds $109,536,288 across 7 Software - Infrastructure names. CRWV ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
192,374 | $71,759,349 | |
| 2 | ORCL |
Oracle Corp
|
117,650 | $17,241,607 | |
| 3 | PANW |
Palo Alto Networks Inc
|
29,300 | $9,991,886 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
81,766 | $9,539,639 | |
| 5 | CRWV |
CoreWeave, Inc.
This page
|
4,202 | $418,267 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,176 | $334,277 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
5,268 | $251,263 |
All Filings in CRWV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,267 | 4,202 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $317,472 | 4,098 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $287,385 | 2,100 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||