Position in CRWV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$237,004
New position
Shares Held
2,381
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#691
of 960 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Jacksonville Wealth Management, LLC holds $6,699,975 across 6 Software - Infrastructure names. CRWV ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
11,760 | $2,243,631 | |
| 2 | MSFT |
Microsoft Corp
|
4,997 | $1,863,980 | |
| 3 | FTNT |
Fortinet, Inc.
|
10,287 | $1,580,288 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,568 | $532,948 | |
| 5 | PANW |
Palo Alto Networks Inc
|
710 | $242,124 | |
| 6 | CRWV |
CoreWeave, Inc.
This page
|
2,381 | $237,004 |
All Filings in CRWV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,004 | 2,381 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||