Legacy Financial Advisors, Inc.

Position in PLTR — Palantir Technologies Inc.

CIK 1730810 COVINGTON, KY

Position in PLTR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,268,202

-$872,898 QoQ

Shares Held

10,870

-25.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,247

of 2,820 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $24,454,063 across 11 Software - Infrastructure names. PLTR ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	39,173	$14,612,312
2	ORCL	Oracle Corp	22,014	$3,226,151
3	PANW	Palo Alto Networks Inc	5,546	$1,891,296
4	PLTR	Palantir Technologies Inc. This page	10,870	$1,268,202
5	CRWD	CrowdStrike Holdings, Inc.	5,576	$1,063,817
6	SNPS	Synopsys Inc	1,441	$642,786
7	FTNT	Fortinet, Inc.	3,078	$472,842
8	VRSN	Verisign Inc/Ca	1,556	$391,427

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,268,202	10,870	-25.7%	Shares	Sole	2026-08-05
2026-03-31	$2,141,100	14,637	+1.1%	Shares	Sole	2026-04-30
2025-12-31	$2,572,931	14,475	+1.7%	Shares	Sole	2026-02-04
2025-09-30	$2,597,478	14,239	-14.7%	Shares	Sole	2025-11-10
2025-06-30	$2,275,998	16,696	-20.1%	Shares	Sole	2025-08-07
2025-03-31	$1,764,466	20,906	+14.9%	Shares	Sole	2025-05-14
2024-12-31	$1,375,785	18,191	+8.8%	Shares	Sole	2025-02-13
2024-09-30	$621,760	16,714	+0.6%	Shares	Sole	2024-11-14
2024-06-30	$420,781	16,612	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.