Modern Wealth Management, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 2001900
KANSAS CITY, MO
Position in PLTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,273,174
+$160,923 QoQ
Shares Held
28,055
+31.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#836
of 2,820 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $130,349,175 across 13 Software - Infrastructure names. PLTR ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
302,807 | $112,953,063 | |
| 2 | ORCL |
Oracle Corp
|
48,820 | $7,154,568 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
28,055 | $3,273,174 | |
| 4 | PANW |
Palo Alto Networks Inc
|
8,789 | $2,997,223 | |
| 5 | NTAP |
NetApp, Inc.
|
6,884 | $1,065,366 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,540 | $675,376 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,838 | $435,971 | |
| 8 | GEN |
Gen Digital Inc.
|
16,220 | $403,714 |
All Filings in PLTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,273,174 | 28,055 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,112,251 | 21,276 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $5,587,747 | 31,436 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $5,468,765 | 29,979 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $2,348,790 | 17,230 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,528,818 | 18,114 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $568,206 | 7,513 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||