AXXCESS WEALTH MANAGEMENT, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1911056 CARLSBAD, CA

Position in PLTR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$8,108,214

-$2,611,915 QoQ

Shares Held

69,497

-5.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#569

of 2,820 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Technology · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $134,441,575 across 13 Software - Infrastructure names. PLTR ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	251,579	$93,843,998
2	CRWD	CrowdStrike Holdings, Inc.	64,428	$12,291,895
3	PLTR	Palantir Technologies Inc. This page	69,497	$8,108,214
4	ORCL	Oracle Corp	53,526	$7,844,235
5	SNPS	Synopsys Inc	9,997	$4,459,361
6	IOT	Samsara Inc.	85,257	$2,764,884
7	PANW	Palo Alto Networks Inc	6,997	$2,386,116
8	CRWV	CoreWeave, Inc.	12,909	$1,284,961

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,108,214	69,497	-5.2%	Shares	Sole	2026-07-28
2026-03-31	$10,720,129	73,285	-38.1%	Shares	Sole	2026-04-29
2025-12-31	$21,036,890	118,351	+16.1%	Shares	Sole	2026-02-19
2025-09-30	$18,588,598	101,900	+6.9%	Shares	Sole	2025-11-07
2025-06-30	$12,993,340	95,315	-3.1%	Shares	Sole	2025-07-28
2025-03-31	$8,303,525	98,383	-2.2%	Shares	Sole	2025-04-30
2024-12-31	$7,607,016	100,582	-0.9%	Shares	Sole	2025-02-10
2024-09-30	$3,775,018	101,479	+63.8%	Shares	Sole	2024-11-04
2024-06-30	$1,569,700	61,970	+264.0%	Shares	Sole	2024-08-09
2024-03-31	$391,791	17,027	+32.0%	Shares	Sole	2024-05-14
2023-12-31	$221,561	12,904	+6.8%	Shares	Sole	2024-02-06
2023-09-30	$193,280	12,080	-24.7%	Shares	Sole	2023-11-14
2022-03-31	$220,366	16,050	-59.8%	Shares	Sole	2022-08-11
2021-12-31	$726,852	39,915	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.