Proactive Wealth Strategies LLC
Position in PLTR — Palantir Technologies Inc.
CIK 2043129
MARIETTA, GA
Position in PLTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$975,361
-$213,895 QoQ
Shares Held
8,360
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,405
of 2,821 holders
Holding Since
Dec 2024
7 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, 2026Proactive Wealth Strategies LLC holds $48,262,289 across 6 Software - Infrastructure names. PLTR ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
67,278 | $22,943,143 | |
| 2 | MSFT |
Microsoft Corp
|
25,783 | $9,617,574 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
35,432 | $6,759,894 | |
| 4 | NET |
Cloudflare, Inc.
|
23,440 | $5,749,363 | |
| 5 | CRWV |
CoreWeave, Inc.
|
22,272 | $2,216,954 | |
| 6 | PLTR |
Palantir Technologies Inc.
This page
|
8,360 | $975,361 |
All Filings in PLTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,361 | 8,360 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,189,256 | 8,130 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $649,676 | 3,655 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $794,439 | 4,355 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $596,400 | 4,375 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $362,920 | 4,300 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $340,335 | 4,500 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||