Platform Technology Partners
13F holdings for Q2 2026 · NEW YORK, NY · filed July 24, 2026
Platform Technology Partners reported $611M in 13F securities across 393 holdings for Q2 2026, in a Form 13F filed July 24, 2026. The largest positions were AAPL (7.2%), NVDA (4.4%), MSFT (2.8%). Reported value rose 17.8% from the quarter before. It opened 81 new positions, added to 170, trimmed 91 and sold out of 31.
- 13F value Q2 2026
- $611M
- Holdings
- 393
- Change vs prior quarter
- +17.8%
- Rank by 13F value
- #3,447
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| AAPL Apple Inc. | $43.7M | 7.2% | 150,937 | +0.3% | Added |
| NVDA NVIDIA Corporation | $26.6M | 4.4% | 132,818 | +1.7% | Added |
| MSFT Microsoft Corporation | $17.1M | 2.8% | 45,761 | +7.4% | Added |
| AMZN Amazon.com Inc. | $16.1M | 2.6% | 67,547 | -1.5% | Trimmed |
| Morgan Stanley ETF Trust | $14.7M | 2.4% | 289,968 | +11.4% | Added |
| Federated Hermes ETF Trust | $13.9M | 2.3% | 554,045 | +15.2% | Added |
| Schwab Strategic TR | $13.0M | 2.1% | 409,809 | +7.4% | Added |
| iShares TR | $11.9M | 2.0% | 15,946 | +2.2% | Added |
| GOOGL Alphabet Inc. | $10.5M | 1.7% | 29,436 | +0.4% | Added |
| JPM JP Morgan Chase & Co. | $10.0M | 1.6% | 30,506 | -2.5% | Trimmed |
| LRCX Lam Research Corporation | $9.3M | 1.5% | 21,490 | 0% | Unchanged |
| Series Portfolios TR | $9.2M | 1.5% | 305,957 | +9.4% | Added |
| Dimensional ETF Trust | $9.2M | 1.5% | 111,354 | +11.3% | Added |
| GOOG Alphabet Inc. | $9.1M | 1.5% | 25,752 | +0.4% | Added |
| CIFR Cipher Digital Inc. | $8.6M | 1.4% | 350,000 | New | New |
| TSLA Tesla Inc. | $8.3M | 1.4% | 19,801 | +4.1% | Added |
| BRK.B Berkshire Hathaway Inc. | $8.3M | 1.4% | 16,612 | +1.2% | Added |
| META Meta Platforms Inc. | $7.8M | 1.3% | 13,838 | +2.9% | Added |
| Vanguard Index FDS | $7.6M | 1.2% | 11,075 | +6.5% | Added |
| Vanguard Morningstar Growth ETF | $7.4M | 1.2% | 85,543 | +564.9% | Added |
| APO Apollo Global Management Inc. (New) | $7.4M | 1.2% | 62,164 | -4.2% | Trimmed |
| JNJ Johnson & Johnson | $6.3M | 1.0% | 24,647 | -3.5% | Trimmed |
| JP Morgan ETF Trust MKT Expansion Enhanced | $6.1M | 1.0% | 78,189 | +42.9% | Added |
| GS Goldman Sachs Group Inc. | $5.9M | 1.0% | 5,879 | +0.7% | Added |
| SPY State Street SPDR S&P 500 ETF Trust Unit | $5.2M | 0.9% | 7,000 | -2.2% | Trimmed |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $611M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- CIFR Cipher Digital Inc. New+$8.6M
- Vanguard Morningstar Growth ETF Added+$6.3M
- iShares TR Added+$3.1M
- First TR Exchange-Traded FD Added+$2.0M
- Federated Hermes ETF Trust Added+$1.8M
- JP Morgan ETF Trust MKT Expansion Enhanced Added+$1.8M
- First TR Exchange-Traded FD Added+$1.5M
- Morgan Stanley ETF Trust Added+$1.5M
- Vanguard Morningstar Mid-Cap ETF Added+$1.4M
- MSFT Microsoft Corporation Added+$1.2M
Biggest sells in Q2 2026
- Honeywell Intl Inc Sold out-$1.2M
- BX Blackstone Inc. Trimmed-$425K
- First TR Exch Traded FD III Sold out-$395K
- SSB SouthState Bank Corporation Sold out-$336K
- GD General Dynamics Corporation Sold out-$333K
- APO Apollo Global Management Inc. (New) Trimmed-$321K
- HBAN Huntington Bancshares Incorporated Sold out-$309K
- RF Regions Financial Corporation Sold out-$309K
- ABCB Ameris Bancorp Sold out-$307K
- HDB HDFC Bank Limited Sold out-$300K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 81 new, 170 added, 91 trimmed, 31 sold out.
Sector mix
- Not listed with us30.7%
- Technology25.0%
- Consumer Discretionary10.0%
- Finance9.1%
- Industrials6.3%
- Health Care5.1%
- Utilities3.1%
- n/a2.6%
- Funds and other2.4%
- Real Estate1.6%
- Energy1.3%
- Consumer Staples1.2%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| RTX RTX Corporation | $5.2M | 0.8% | 27,232 | +2.3% | Added |
| V Visa Inc. | $5.0M | 0.8% | 14,633 | +6.9% | Added |
| iShares TR | $4.5M | 0.7% | 44,779 | +209.6% | Added |
| CVX Chevron Corporation | $4.3M | 0.7% | 25,821 | -2.9% | Trimmed |
| SPDR Gold TR | $4.2M | 0.7% | 11,311 | -2.7% | Trimmed |
| HD Home Depot Inc. | $4.1M | 0.7% | 11,547 | +12.5% | Added |
| Harbor ETF Trust | $4.0M | 0.7% | 138,010 | +14.0% | Added |
| BX Blackstone Inc. | $4.0M | 0.7% | 34,390 | -9.5% | Trimmed |
| NEE NextEra Energy Inc. | $3.9M | 0.6% | 44,260 | +5.5% | Added |
| LLY Eli Lilly and Company | $3.9M | 0.6% | 3,230 | +24.7% | Added |
| First TR Exchange-Traded FD | $3.8M | 0.6% | 203,116 | +103.9% | Added |
| BA Boeing Company | $3.8M | 0.6% | 17,346 | +2.8% | Added |
| Chubb Limited Com | $3.6M | 0.6% | 10,527 | +2.9% | Added |
| COST Costco Wholesale Corporation | $3.6M | 0.6% | 3,821 | +0.1% | Added |
| WMB Williams Companies Inc. | $3.5M | 0.6% | 46,721 | +2.0% | Added |
| First TR Exchange-Traded FD | $3.4M | 0.6% | 169,633 | +79.9% | Added |
| Vanguard High Dividend Yield Index ETF | $3.4M | 0.6% | 21,709 | -0.7% | Trimmed |
| PLD Prologis Inc. | $3.4M | 0.6% | 25,270 | +2.4% | Added |
| PG Procter & Gamble Company | $3.4M | 0.6% | 23,172 | +11.4% | Added |
| Invesco Exchange Traded FD T | $3.1M | 0.5% | 34,949 | +14.7% | Added |
| SBUX Starbucks Corporation | $3.1M | 0.5% | 30,648 | +3.8% | Added |
| AMGN Amgen Inc. | $3.1M | 0.5% | 8,500 | +1.3% | Added |
| RDVY First Trust Rising Dividend Achievers ETF | $3.0M | 0.5% | 37,453 | +18.3% | Added |
| UNH UnitedHealth Group Incorporated | $3.0M | 0.5% | 7,226 | +4.8% | Added |
| PFF iShares Preferred and Income Securities ETF | $2.9M | 0.5% | 96,454 | 0% | Unchanged |
Showing the 50 largest of 393 share positions. The full filing on SEC EDGAR
Questions about Platform Technology Partners
- What does Platform Technology Partners own?
- In its Form 13F for Q2 2026, Platform Technology Partners reported 393 holdings worth $611M. The five largest were AAPL, NVDA, MSFT, AMZN, Morgan Stanley ETF Trust.
- What did Platform Technology Partners buy and sell in Q2 2026?
- Platform Technology Partners opened 81 new positions, added to 170, trimmed 91 and sold out of 31 compared with the quarter before.
- When did Platform Technology Partners file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed July 24, 2026.
From Form 13F filed by Platform Technology Partners (SEC CIK 0001830817) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds