Position in PLTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$413,595
-$123,545 QoQ
Shares Held
3,545
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#463
of 773 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $48,103,494 across 15 Software - Infrastructure names. PLTR ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
102,203 | $38,123,763 | |
| 2 | PANW |
Palo Alto Networks Inc
|
17,224 | $5,873,728 | |
| 3 | ORCL |
Oracle Corp
|
15,886 | $2,328,093 | |
| 4 | ZETA |
Zeta Global Holdings Corp.
|
42,500 | $836,400 | |
| 5 | PLTR |
Palantir Technologies Inc.
This page
|
3,545 | $413,595 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,802 | $179,371 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,005 | $154,388 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
376 | $71,735 |
All Filings in PLTR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,595 | 3,545 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $537,140 | 3,672 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $622,125 | 3,500 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $526,099 | 2,884 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $296,632 | 2,176 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $126,262 | 1,496 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $52,941 | 700 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,834 | 345 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $4,711 | 186 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,279 | 186 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,193 | 186 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,976 | 186 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,771 | 246 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $2,078 | 246 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,579 | 246 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,999 | 246 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,231 | 246 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,377 | 246 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $4,479 | 246 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $10,385 | 432 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $11,387 | 432 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $10,061 | 432 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $8,760 | 372 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||