Position in PLTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,233,901
-$166,730 QoQ
Shares Held
10,576
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,269
of 2,821 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Triad Wealth Partners, LLC holds $26,014,732 across 8 Software - Infrastructure names. PLTR ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
38,756 | $14,456,763 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
40,760 | $7,776,396 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
10,576 | $1,233,901 | |
| 4 | ORCL |
Oracle Corp
|
6,702 | $982,178 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,740 | $934,394 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,701 | $261,307 | |
| 7 | XYZ |
Block, Inc.
|
2,471 | $187,796 | |
| 8 | NET |
Cloudflare, Inc.
|
742 | $181,997 |
All Filings in PLTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,233,901 | 10,576 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,400,631 | 9,575 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,521,717 | 8,561 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $902,066 | 4,945 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $380,741 | 2,793 | Shares | Sole | 2025-07-21 | |
| 2024-06-30 | $1,570 | 62 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||