Position in PLTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,343,609
-$4,737,529 QoQ
Shares Held
182,940
+2.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#363
of 2,771 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Jun 30, 2026CallValue
$1,096,698
CallShares
9,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Arkadios Wealth Advisors holds $182,686,994 across 28 Software - Infrastructure names. PLTR ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,396 | $90,418,555 | |
| 2 | PANW |
Palo Alto Networks Inc
|
63,860 | $21,777,536 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
182,940 | $21,343,609 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
15,935 | $12,160,635 | |
| 5 | ORCL |
Oracle Corp
|
56,791 | $8,322,720 | |
| 6 | FTNT |
Fortinet, Inc.
|
29,935 | $4,598,614 | |
| 7 | NTAP |
NetApp, Inc.
|
24,607 | $3,808,178 | |
| 8 | CRWV |
CoreWeave, Inc.
|
34,373 | $3,421,487 |
All Filings in PLTR
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,096,698 | 9,400 | Call | Sole | 2026-08-10 | |
| 2026-06-30 | $21,343,609 | 182,940 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $26,081,138 | 178,296 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $1,316,520 | 9,000 | Call | Sole | 2026-05-18 | |
| 2026-03-31 | $131,652 | 900 | Put | Sole | 2026-05-18 | |
| 2025-12-31 | $213,300 | 1,200 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $1,599,750 | 9,000 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $30,053,969 | 169,080 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,317,291 | 166,195 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $2,006,620 | 11,000 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $364,840 | 2,000 | Put | Sole | 2025-10-29 | |
| 2025-06-30 | $1,622,208 | 11,900 | Call | Sole | 2025-08-04 | |
| 2025-06-30 | $24,215,066 | 177,634 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,440 | 100 | Call | Sole | 2025-05-08 | |
| 2025-03-31 | $12,004,043 | 142,228 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,790,076 | 129,447 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,036,508 | 135,390 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,674,442 | 105,584 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,008,045 | 43,809 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $754,741 | 43,957 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $552,912 | 34,557 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $506,027 | 33,009 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $336,014 | 39,765 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $233,700 | 36,402 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $260,412 | 32,031 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $241,905 | 26,671 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $332,622 | 24,226 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $484,149 | 26,587 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $607,707 | 25,279 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $661,293 | 25,087 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $202,623 | 8,700 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $237,855 | 10,100 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $19,000 | 2,000 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||