Platform Technology Partners
396 holdingsFiling period: 2026-06-30Current AUM: $625.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 152.4K | $44.1M | $51.8M | 8.28% | +2.0K | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 132.8K | $26.6M | $28.8M | 4.60% | +2.2K | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 45.8K | $17.1M | $24.3M | 3.89% | +3.2K | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 67.5K | $16.1M | $17.7M | 2.84% | -1,048 | 2026-06-30 |
| 5 | EVSD | Morgan Stanley ETF Trust | 290.0K | $14.7M | $14.5M | 2.32% | +29.7K | 2026-06-30 |
| 6 | FTRB | Federated Hermes ETF Trust | 554.0K | $13.9M | $13.4M | 2.14% | +73.2K | 2026-06-30 |
| 7 | SCHD | Schwab Strategic TR | 409.8K | $13.0M | $14.2M | 2.27% | +28.2K | 2026-06-30 |
| 8 | IVV | iShares TR | 15.9K | $11.9M | $12.3M | 1.97% | +348 | 2026-06-30 |
| 9 | GOOGL | Alphabet Inc | 29.4K | $10.5M | $10.0M | 1.60% | +103 | 2026-06-30 |
| 10 | JPM | JPMorgan Chase & Co | 30.5K | $10.0M | $10.2M | 1.64% | -785 | 2026-06-30 |
| 11 | LRCX | Lam Research Corp | 21.5K | $9.3M | $5.7M | 0.91% | +13 | 2026-06-30 |
| 12 | HEDG | Series Portfolios TR | 306.0K | $9.2M | $9.5M | 1.51% | +26.3K | 2026-06-30 |
| 13 | DFAS | Dimensional ETF Trust | 111.4K | $9.2M | $8.7M | 1.40% | +11.3K | 2026-06-30 |
| 14 | GOOG | Alphabet Inc | 25.8K | $9.1M | $8.7M | 1.39% | +115 | 2026-06-30 |
| 15 | CIFR | Cipher Digital Inc | 350.0K | $8.6M | $3.1M | 0.50% | -- | 2026-06-30 |
| 16 | TSLA | Tesla Inc | 19.8K | $8.3M | $7.4M | 1.18% | +776 | 2026-06-30 |
| 17 | BRK-B | Berkshire Hathaway Inc Del | 16.6K | $8.3M | $8.3M | 1.33% | +201 | 2026-06-30 |
| 18 | META | Meta Platforms Inc | 13.8K | $7.8M | $9.6M | 1.54% | +389 | 2026-06-30 |
| 19 | VOO | Vanguard Index Fds | 11.1K | $7.6M | $7.8M | 1.25% | +672 | 2026-06-30 |
| 20 | VUG | Vanguard Index Fds | 85.5K | $7.4M | $7.6M | 1.21% | +72.7K | 2026-06-30 |
| 21 | APO | Apollo Global Mgmt Inc | 62.2K | $7.4M | $6.9M | 1.11% | -2,713 | 2026-06-30 |
| 22 | JNJ | Johnson & Johnson | 24.6K | $6.3M | $6.4M | 1.02% | -897 | 2026-06-30 |
| 23 | JMEE | J P Morgan Exchange Traded F | 78.2K | $6.1M | $5.8M | 0.93% | +23.5K | 2026-06-30 |
| 24 | GS | Goldman Sachs Group Inc | 5.9K | $5.9M | $5.2M | 0.83% | +41 | 2026-06-30 |
| 25 | SPY | State Str Spdr S&P 500 ETF T | 7.0K | $5.2M | $5.4M | 0.86% | -159 | 2026-06-30 |
← Scroll →
Page 1 of 16