Redwood Wealth Management Group, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1963839
MEDFORD, NJ
Position in PLTR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$3,283,254
-$535,882 QoQ
Shares Held
22,445
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026Redwood Wealth Management Group, LLC holds $12,320,260 across 10 Software - Infrastructure names. PLTR ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,366 | $4,577,522 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
22,445 | $3,283,254 | |
| 3 | ZETA |
Zeta Global Holdings Corp.
|
63,950 | $1,018,084 | |
| 4 | S |
SentinelOne, Inc.
|
76,278 | $982,460 | |
| 5 | IOT |
Samsara Inc.
|
29,300 | $928,517 | |
| 6 | OKTA |
Okta, Inc.
|
7,341 | $577,810 | |
| 7 | PANW |
Palo Alto Networks Inc
|
2,367 | $379,477 | |
| 8 | INFQ |
Infleqtion, Inc.
|
27,800 | $272,718 |
All Filings in PLTR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,283,254 | 22,445 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,819,136 | 21,486 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,946,291 | 21,633 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,995,086 | 21,971 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,853,170 | 21,957 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,613,339 | 21,332 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,104,877 | 29,701 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $742,422 | 29,310 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $650,837 | 28,285 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $484,365 | 28,210 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $467,840 | 29,240 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $476,686 | 31,095 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $257,471 | 30,470 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $187,110 | 29,145 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||