Platform Technology Partners 13F Holdings · Q2 2026
Platform Technology Partners reported 393 securities worth $611.19M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (7.22%), NVDA (4.35%), MSFT (2.79%). Among its top 25 positions this quarter: 1 new, 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $44.1M | 7.22% | 152,437 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $26.6M | 4.35% | 132,818 | Added |
| 3 | MSFT | MICROSOFT CORP | $17.1M | 2.79% | 45,761 | Added |
| 4 | AMZN | AMAZON COM INC | $16.1M | 2.63% | 67,547 | Trimmed |
| 5 | EVSD | MORGAN STANLEY ETF TRUST | $14.7M | 2.41% | 289,968 | Added |
| 6 | FTRB | FEDERATED HERMES ETF TRUST | $13.9M | 2.27% | 554,045 | Added |
| 7 | SCHD | SCHWAB STRATEGIC TR | $13.0M | 2.13% | 409,809 | Added |
| 8 | IVV | ISHARES TR | $11.9M | 1.95% | 15,946 | Added |
| 9 | GOOGL | ALPHABET INC | $10.5M | 1.72% | 29,436 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $10.0M | 1.63% | 30,506 | Trimmed |
| 11 | LRCX | LAM RESEARCH CORP | $9.3M | 1.52% | 21,490 | Added |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $9.2M | 1.50% | 111,354 | Added |
| 13 | HEDG | SERIES PORTFOLIOS TR | $9.2M | 1.50% | 305,957 | Added |
| 14 | GOOG | ALPHABET INC | $9.1M | 1.49% | 25,752 | Added |
| 15 | CIFR | CIPHER DIGITAL INC | $8.6M | 1.40% | 350,000 | New |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.3M | 1.36% | 16,612 | Added |
| 17 | TSLA | TESLA INC | $8.3M | 1.36% | 19,801 | Added |
| 18 | META | META PLATFORMS INC | $7.8M | 1.28% | 13,838 | Added |
| 19 | VOO | VANGUARD INDEX FDS | $7.6M | 1.24% | 11,075 | Added |
| 20 | VUG | VANGUARD INDEX FDS | $7.4M | 1.21% | 85,543 | Added |
| 21 | APO | APOLLO GLOBAL MGMT INC | $7.4M | 1.20% | 62,164 | Trimmed |
| 22 | JNJ | JOHNSON & JOHNSON | $6.3M | 1.02% | 24,647 | Trimmed |
| 23 | JMEE | J P MORGAN EXCHANGE TRADED F | $6.1M | 1.00% | 78,189 | Added |
| 24 | GS | GOLDMAN SACHS GROUP INC | $5.9M | 0.97% | 5,879 | Added |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $5.2M | 0.86% | 7,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR