SAX WEALTH ADVISORS, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1846150 PARSIPPANY, NJ

Position in PLTR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,072,663

+$206,686 QoQ

Shares Held

9,194

+55.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,349

of 2,821 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $21,981,779 across 5 Software - Infrastructure names. PLTR ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	42,120	$15,711,602
2	PANW	Palo Alto Networks Inc	8,543	$2,913,333
3	ORCL	Oracle Corp	11,936	$1,749,220
4	PLTR	Palantir Technologies Inc. This page	9,194	$1,072,663
5	CRWD	CrowdStrike Holdings, Inc.	11,216	$534,961

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,072,663	9,194	+55.3%	Shares	Sole	2026-07-09
2026-03-31	$865,977	5,920	-26.7%	Shares	Sole	2026-04-08
2025-12-31	$1,434,798	8,072	+38.5%	Shares	Sole	2026-01-12
2025-09-30	$1,063,143	5,828	+113.1%	Shares	Sole	2025-10-20
2025-06-30	$372,835	2,735	-26.9%	Shares	Sole	2025-07-23
2025-03-31	$315,993	3,744	+14.7%	Shares	Sole	2025-05-14
2024-12-31	$246,856	3,264	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.