Platform Technology Partners Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Platform Technology Partners disclosed 376 stock positions valued at approximately $610.75M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 376
- Portfolio Value
- $610.75M
Holdings by Sector
Platform Technology Partners Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 7.15% | 150,937 | +473 | +0.31% | $43,675,135 |
| NVIDIA CORPORATION | NVDA | Technology | 4.35% | 132,818 | +2,156 | +1.65% | $26,575,488 |
| MICROSOFT CORP | MSFT | Technology | 2.79% | 45,761 | +3,167 | +7.44% | $17,069,720 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.64% | 67,547 | -1,048 | -1.53% | $16,099,244 |
| MORGAN STANLEY ETF TRUST | EVSD | Other | 2.41% | 289,968 | +29,734 | +11.43% | $14,746,341 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.13% | 409,809 | +28,223 | +7.40% | $12,995,038 |
| ISHARES TR | IVV | Other | 1.96% | 15,946 | +348 | +2.23% | $11,941,802 |
| ALPHABET INC | GOOGL | Communication Services | 1.72% | 29,436 | +103 | +0.35% | $10,519,662 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.63% | 30,506 | -785 | -2.51% | $9,985,631 |
| LAM RESEARCH CORP | LRCX | Other | 1.52% | 21,490 | +13 | +0.06% | $9,312,262 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.50% | 111,354 | +11,305 | +11.30% | $9,168,905 |
| ALPHABET INC | GOOG | Communication Services | 1.49% | 25,752 | +115 | +0.45% | $9,099,037 |
| CIPHER DIGITAL INC | CIFR | Financial Services | 1.40% | 350,000 | +350,000 | +100.00% | $8,575,000 |
| TESLA INC | TSLA | Consumer Cyclical | 1.36% | 19,801 | +776 | +4.08% | $8,328,244 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.36% | 16,612 | +201 | +1.22% | $8,312,534 |
| META PLATFORMS INC | META | Communication Services | 1.28% | 13,838 | +389 | +2.89% | $7,794,958 |
| VANGUARD INDEX FDS | VOO | Other | 1.25% | 11,075 | +672 | +6.46% | $7,606,563 |
| VANGUARD INDEX FDS | VUG | Other | 1.21% | 85,543 | +72,678 | +564.93% | $7,368,635 |
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 1.20% | 62,164 | -2,713 | -4.18% | $7,354,619 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.02% | 24,647 | -897 | -3.51% | $6,259,662 |
| J P MORGAN EXCHANGE TRADED F | JMEE | Other | 1.00% | 78,189 | +23,482 | +42.92% | $6,101,098 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.97% | 5,879 | +41 | +0.70% | $5,946,132 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.86% | 7,000 | -159 | -2.22% | $5,227,469 |
| RTX CORPORATION | RTX | Industrials | 0.85% | 27,232 | +619 | +2.33% | $5,166,754 |
| VISA INC | V | Financial Services | 0.82% | 14,633 | +939 | +6.86% | $5,020,284 |
| ISHARES TR | SGOV | Other | 0.74% | 44,779 | +30,314 | +209.57% | $4,507,943 |
| CHEVRON CORPORATION | CVX | Energy | 0.70% | 25,821 | -784 | -2.95% | $4,280,015 |
| SPDR GOLD TR | GLD | Other | 0.68% | 11,311 | -316 | -2.72% | $4,166,901 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.67% | 11,547 | +1,283 | +12.50% | $4,072,439 |
| HARBOR ETF TRUST | HGER | Other | 0.66% | 138,010 | +16,991 | +14.04% | $4,049,224 |
Showing 30 of 376 holdings in the latest reporting period.
Platform Technology Partners Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | AAPL | Apple Inc. | CALL | 1,500 | $434,040 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.