PERSONAL CFO SOLUTIONS, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1677501 CHESTER, NJ

Position in PLTR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,388,139

-$345,864 QoQ

Shares Held

11,898

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,186

of 2,820 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Technology · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $22,997,303 across 12 Software - Infrastructure names. PLTR ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	36,298	$13,539,879
2	ORCL	Oracle Corp	16,549	$2,425,255
3	PLTR	Palantir Technologies Inc. This page	11,898	$1,388,139
4	NTAP	NetApp, Inc.	8,288	$1,282,650
5	CRWD	CrowdStrike Holdings, Inc.	6,500	$1,240,102
6	SNPS	Synopsys Inc	1,496	$667,320
7	PANW	Palo Alto Networks Inc	1,663	$567,116
8	AKAM	Akamai Technologies Inc	4,566	$539,746

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,388,139	11,898	+0.4%	Shares	Sole	2026-08-07
2026-03-31	$1,734,003	11,854	-5.1%	Shares	Sole	2026-04-30
2025-12-31	$2,220,453	12,492	+3.7%	Shares	Defined	2026-01-22
2025-09-30	$2,198,161	12,050	+8.3%	Shares	Defined	2025-11-10
2025-06-30	$1,516,832	11,127	+9.7%	Shares	Defined	2025-08-12
2025-03-31	$856,238	10,145	+2.3%	Shares	Defined	2025-04-30
2024-12-31	$750,249	9,920	+22.9%	Shares	Defined	2025-02-07
2024-09-30	$300,241	8,071	-56.8%	Shares	Defined	2024-11-14
2022-03-31	$256,242	18,663	+1.0%	Shares	Defined	2022-05-02
2021-12-31	$336,375	18,472	-12.2%	Shares	Defined	2022-02-11
2021-09-30	$505,681	21,035	+143.9%	Shares	Defined	2021-11-18
2020-12-31	$203,071	8,623	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.