Position in PLTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$379,877
-$87,341 QoQ
Shares Held
3,256
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,010
of 2,821 holders
Holding Since
Sep 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TRUE Private Wealth Advisors holds $17,765,601 across 7 Software - Infrastructure names. PLTR ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
32,876 | $12,263,405 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,586 | $2,245,957 | |
| 3 | FTNT |
Fortinet, Inc.
|
13,955 | $2,143,767 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
3,256 | $379,877 | |
| 5 | ORCL |
Oracle Corp
|
1,968 | $288,410 | |
| 6 | ZS |
Zscaler, Inc.
|
1,825 | $257,598 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,912 | $186,587 |
All Filings in PLTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,877 | 3,256 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $467,218 | 3,194 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $794,720 | 4,471 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $772,548 | 4,235 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $452,037 | 3,316 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $271,261 | 3,214 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $223,562 | 2,956 | Shares | Sole | 2025-02-13 | |
| 2020-09-30 | $4,750 | 500 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||