Cassaday & Co Wealth Management LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1963612 MCLEAN, VA

Position in PLTR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,157,111

-$578,763 QoQ

Shares Held

18,489

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#998

of 2,831 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $36,334,658 across 29 Software - Infrastructure names. PLTR ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	71,044	$26,500,832
2	ORCL	Oracle Corp	15,825	$2,319,153
3	PANW	Palo Alto Networks Inc	6,532	$2,227,542
4	PLTR	Palantir Technologies Inc. This page	18,489	$2,157,111
5	CRWD	CrowdStrike Holdings, Inc.	5,296	$1,010,397
6	FTNT	Fortinet, Inc.	5,270	$809,577
7	TLS	Telos Corp	157,650	$725,190
8	CHKP	Check Point Software Technologies Ltd	1,631	$214,362

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,157,111	18,489	-1.1%	Shares	Sole	2026-08-10
2026-03-31	$2,735,874	18,703	-4.0%	Shares	Sole	2026-05-07
2025-12-31	$3,464,525	19,491	+1.4%	Shares	Sole	2026-02-03
2025-09-30	$3,507,754	19,229	+31.9%	Shares	Sole	2025-11-07
2025-06-30	$1,986,864	14,575	+16.7%	Shares	Sole	2025-08-05
2025-03-31	$1,053,734	12,485	+1.6%	Shares	Sole	2025-05-05
2024-12-31	$929,265	12,287	-0.8%	Shares	Sole	2025-02-03
2024-09-30	$460,610	12,382	+0.3%	Shares	Sole	2024-11-07
2024-06-30	$312,724	12,346	+14.2%	Shares	Sole	2024-07-30
2024-03-31	$248,738	10,810	+8.0%	Shares	Sole	2024-05-08
2023-12-31	$171,871	10,010	0.0%	Shares	Sole	2024-02-14
2023-09-30	$160,160	10,010	—	Shares	Sole	2023-11-06
No filing history on record for this holder in this stock.