GUARDIAN WEALTH ADVISORS, LLC / NC
Position in PLTR — Palantir Technologies Inc.
CIK 1901403
RALEIGH, NC
Position in PLTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,239,852
-$331,780 QoQ
Shares Held
10,627
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,265
of 2,820 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$643,632
PutShares
4,400
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, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $19,959,004 across 7 Software - Infrastructure names. PLTR ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
41,054 | $15,313,963 | |
| 2 | ORCL |
Oracle Corp
|
11,957 | $1,752,298 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
10,627 | $1,239,852 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,948 | $562,434 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,283 | $437,528 | |
| 6 | SNPS |
Synopsys Inc
|
776 | $346,150 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,997 | $306,779 |
All Filings in PLTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,239,852 | 10,627 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $643,632 | 4,400 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $1,571,632 | 10,744 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,553,712 | 8,741 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,485,446 | 8,143 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $989,137 | 7,256 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $537,712 | 6,371 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $383,670 | 5,073 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||