Benchmark Financial Wealth Advisors, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1757706
BOCA RATON, FL
Position in PLTR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$287,358
-$73,514 QoQ
Shares Held
2,463
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,207
of 2,821 holders
Holding Since
Dec 2024
7 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, 2026Benchmark Financial Wealth Advisors, LLC holds $5,924,698 across 7 Software - Infrastructure names. PLTR ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,014 | $4,481,462 | |
| 2 | PANW |
Palo Alto Networks Inc
|
878 | $299,415 | |
| 3 | GEN |
Gen Digital Inc.
|
11,860 | $295,195 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
2,463 | $287,358 | |
| 5 | ORCL |
Oracle Corp
|
1,629 | $238,729 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,460 | $224,285 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,060 | $98,254 |
All Filings in PLTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,358 | 2,463 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $360,872 | 2,467 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $519,741 | 2,924 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $525,916 | 2,883 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $498,794 | 3,659 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $309,916 | 3,672 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $275,293 | 3,640 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||