Position in PLTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,451,754
-$3,082,074 QoQ
Shares Held
46,728
-19.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#682
of 2,820 holders
Holding Since
Dec 2020
17 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, 2026CreativeOne Wealth, LLC holds $83,892,088 across 14 Software - Infrastructure names. PLTR ranks #2 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
156,195 | $58,263,858 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
46,728 | $5,451,754 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,748 | $4,688,342 | |
| 4 | ORCL |
Oracle Corp
|
26,072 | $3,820,851 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
17,280 | $3,296,764 | |
| 6 | NET |
Cloudflare, Inc.
|
10,647 | $2,611,495 | |
| 7 | TOST |
Toast, Inc.
|
60,565 | $1,684,917 | |
| 8 | SWMR |
Swarmer, Inc
|
20,837 | $923,287 |
All Filings in PLTR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,451,754 | 46,728 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $8,533,828 | 58,339 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $12,514,666 | 70,406 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $18,420,406 | 100,978 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $13,532,622 | 99,271 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $7,122,009 | 84,384 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,547,198 | 46,902 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,066,189 | 28,661 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $376,888 | 15,017 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $371,197 | 16,132 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $254,094 | 16,575 | Shares | Other | 2023-08-16 | |
| 2023-03-31 | $95,797 | 11,337 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $72,083 | 11,228 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $185,835 | 22,858 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $234,795 | 25,887 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $384,385 | 27,996 | Shares | Sole | 2022-05-13 | |
| 2020-12-31 | $255,022 | 10,829 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||