KINGSWOOD WEALTH ADVISORS, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1987855 SAN DIEGO, CA

Position in PLTR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$11,267,288

-$1,614,567 QoQ

Shares Held

96,574

+9.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#475

of 2,821 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $59,981,681 across 14 Software - Infrastructure names. PLTR ranks #2 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	96,066	$35,834,539
2	PLTR	Palantir Technologies Inc. This page	96,574	$11,267,288
3	ORCL	Oracle Corp	29,634	$4,342,862
4	PANW	Palo Alto Networks Inc	9,224	$3,145,568
5	NET	Cloudflare, Inc.	4,487	$1,100,571
6	CRWD	CrowdStrike Holdings, Inc.	22,068	$1,052,560
7	CRWV	CoreWeave, Inc.	7,909	$787,261
8	FTNT	Fortinet, Inc.	3,154	$484,517

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,267,288	96,574	+9.7%	Shares	Sole	2026-07-27
2026-03-31	$12,881,855	88,063	+47.2%	Shares	Sole	2026-04-28
2025-12-31	$10,635,849	59,836	+1.1%	Shares	Sole	2026-01-28
2025-09-30	$10,801,270	59,211	+12.4%	Shares	Sole	2025-10-23
2025-06-30	$7,180,792	52,676	+10.6%	Shares	Sole	2025-07-23
2025-03-31	$4,020,900	47,641	+21.7%	Shares	Sole	2025-07-25
2024-12-31	$2,959,477	39,131	+44.0%	Shares	Sole	2025-01-22
2024-09-30	$1,011,133	27,181	-30.1%	Shares	Sole	2024-10-21
2024-06-30	$985,488	38,906	+169.9%	Shares	Sole	2024-07-09
2024-03-31	$331,735	14,417	-31.4%	Shares	Sole	2024-04-15
2023-12-31	$360,930	21,021	-54.2%	Shares	Sole	2024-01-16
2023-09-30	$734,464	45,904	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.