Position in PLTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,996,085
-$1,226,433 QoQ
Shares Held
25,680
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.87%
of 13F equity value
Holder Rank
#868
of 2,821 holders
Holding Since
Jun 2025
5 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, 2026Financial Life Planners holds $6,504,647 across 8 Software - Infrastructure names. PLTR ranks #2 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,344 | $3,112,478 | |
| 2 | PLTR |
Palantir Technologies Inc.
This page
|
25,680 | $2,996,085 | |
| 3 | ORCL |
Oracle Corp
|
1,450 | $212,497 | |
| 4 | NET |
Cloudflare, Inc.
|
670 | $164,337 | |
| 5 | TENB |
Tenable Holdings, Inc.
|
200 | $7,376 | |
| 6 | CGNT |
Cognyte Software Ltd.
|
666 | $5,847 | |
| 7 | CRWV |
CoreWeave, Inc.
|
40 | $3,981 | |
| 8 | PANW |
Palo Alto Networks Inc
|
6 | $2,046 |
All Filings in PLTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,996,085 | 25,680 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,222,518 | 28,866 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,245,935 | 29,513 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,275,768 | 28,921 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,640,425 | 26,705 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||