DOSSIER · 13F-HR · Q2 2026

Platform Technology Partners

$611M in tracked AUM across 394 positions as of Q2 2026.

PT
CIK 0001830817 · last filed Jun 30, 2026
Total AUM
$611M
as of Q2 2026
Holdings
394
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Platform Technology Partners filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$44M152K7.2%
02
NVDA
NVIDIA CORPORATION
$27M133K4.3%
03
MSFT
MICROSOFT CORP
$17M46K2.8%
04
AMZN
AMAZON COM INC
$16M68K2.6%
05
EVSD
MORGAN STANLEY ETF TRUST
$15M290K2.4%
06
FTRB
FEDERATED HERMES ETF TRUST
$14M554K2.3%
07
SCHD
SCHWAB STRATEGIC TR
$13M410K2.1%
08
IVV
ISHARES TR
$12M16K2.0%
09
GOOGL
ALPHABET INC
$11M29K1.7%
10
JPM
JPMORGAN CHASE & CO
$10M31K1.6%

Filing history

2026Q2Jun 30
$611M 17.8%
394 positionsView →
2026Q1Mar 31
$519M 10.5%
344 positionsView →
2025Q4Dec 31
$470M 12.5%
260 positionsView →
2025Q3Sep 30
$417M 9.0%
256 positionsView →
2025Q2Jun 30
$383M 11.5%
259 positionsLocked
2025Q1Mar 31
$343M 4.0%
235 positionsLocked
2024Q4Dec 31
$330M 3.8%
218 positionsLocked
2024Q3Sep 30
$318M 9.5%
224 positionsLocked
2024Q2Jun 30
$291M 12.9%
227 positionsLocked
2023Q4Dec 31
$257M 20.4%
207 positionsLocked
2023Q3Sep 30
$214M 0.6%
217 positionsLocked
2023Q2Jun 30
$212M 4.9%
214 positionsLocked
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