Platform Technology Partners
345 holdingsFiling period: 2026-03-31Current AUM: $573.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 150.5K | $38.2M | $46.5M | 8.11% | +7.3K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 130.7K | $22.8M | $26.2M | 4.58% | +13.5K | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 42.6K | $15.8M | $19.8M | 3.45% | +3.9K | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 68.6K | $14.3M | $18.6M | 3.25% | +6.3K | 2026-03-31 |
| 5 | EVSD | MORGAN STANLEY ETF TRUST | 260.2K | $13.3M | $13.2M | 2.30% | +10.8K | 2026-03-31 |
| 6 | FTRB | FEDERATED HERMES ETF TRUST | 480.9K | $12.1M | $11.9M | 2.07% | +24.5K | 2026-03-31 |
| 7 | SCHD | SCHWAB STRATEGIC TR | 381.6K | $11.7M | $12.8M | 2.23% | +30.9K | 2026-03-31 |
| 8 | IVV | ISHARES TR | 15.6K | $10.2M | $11.7M | 2.04% | +3.3K | 2026-03-31 |
| 9 | JPM | JPMORGAN CHASE & CO | 31.3K | $9.2M | $11.0M | 1.92% | +2.2K | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC | 29.3K | $8.4M | $10.4M | 1.82% | +2.6K | 2026-03-31 |
| 11 | HEDG | SERIES PORTFOLIOS TR | 279.6K | $8.1M | $8.5M | 1.48% | +3.7K | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 16.4K | $7.9M | $7.9M | 1.37% | +858 | 2026-03-31 |
| 13 | META | META PLATFORMS INC | 13.4K | $7.7M | $7.5M | 1.31% | +1.4K | 2026-03-31 |
| 14 | GOOG | ALPHABET INC | 25.6K | $7.4M | $9.1M | 1.60% | +2.2K | 2026-03-31 |
| 15 | APO | APOLLO GLOBAL MGMT INC | 64.9K | $7.2M | $8.1M | 1.42% | +2.5K | 2026-03-31 |
| 16 | DFAS | DIMENSIONAL ETF TRUST | 100.0K | $7.1M | $8.1M | 1.41% | +6.2K | 2026-03-31 |
| 17 | TSLA | TESLA INC | 19.0K | $7.1M | $5.9M | 1.03% | +3.1K | 2026-03-31 |
| 18 | JNJ | JOHNSON & JOHNSON | 25.5K | $6.2M | $6.5M | 1.14% | +2.1K | 2026-03-31 |
| 19 | VOO | VANGUARD INDEX FDS | 10.4K | $6.2M | $7.1M | 1.25% | -223 | 2026-03-31 |
| 20 | VUG | VANGUARD INDEX FDS | 12.9K | $5.6M | $6.6M | 1.15% | +736 | 2026-03-31 |
| 21 | CVX | CHEVRON CORPORATION | 26.6K | $5.5M | $5.2M | 0.91% | +216 | 2026-03-31 |
| 22 | RTX | RTX CORPORATION | 26.6K | $5.1M | $5.7M | 1.00% | +972 | 2026-03-31 |
| 23 | GLD | SPDR GOLD TR | 11.6K | $5.0M | $4.3M | 0.75% | +1.4K | 2026-03-31 |
| 24 | GS | GOLDMAN SACHS GROUP INC | 5.8K | $4.9M | $5.9M | 1.04% | +288 | 2026-03-31 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | 7.2K | $4.7M | $5.3M | 0.93% | -1,095 | 2026-03-31 |
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