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Platform Technology Partners

Updated 3 days ago

Managed by Platform Technology Partners • Latest filing Q3 2026

Portfolio value
$632.3M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$469.6M
Q1 2026$518.7M
Q2 2026$611.2M
Q3 2026$632.3M

Top holdings

394 positions as of Q3 2026

View filing
A

APPLE INC

Value
$49.8M
Shares
149.4K
% Port
7.87%
N

NVIDIA CORPORATION

Value
$31.1M
Shares
136.0K
% Port
4.91%
M

MICROSOFT CORP

Value
$23M
Shares
44.8K
% Port
3.63%
A

AMAZON COM INC

Value
$16.9M
Shares
67.8K
% Port
2.67%
E

MORGAN STANLEY ETF TRUST

Value
$15.1M
Shares
303.4K
% Port
2.39%
F

FEDERATED HERMES ETF TRUST

Value
$14.2M
Shares
593.7K
% Port
2.25%
S

SCHWAB STRATEGIC TR

Value
$13.6M
Shares
419.0K
% Port
2.16%
E

ISHARES TR

Value
$12.1M
Shares
15.8K
% Port
1.91%
G

ALPHABET INC

Value
$10.4M
Shares
30.3K
% Port
1.65%
M

META PLATFORMS INC

Value
$10.2M
Shares
14.0K
% Port
1.61%
J

JPMORGAN CHASE & CO

Value
$10.1M
Shares
30.5K
% Port
1.60%
?
12.N/A

SERIES PORTFOLIOS TR

Value
$9.2M
Shares
300.7K
% Port
1.46%
R

DIMENSIONAL ETF TRUST

Value
$9M
Shares
116.5K
% Port
1.43%
E

ISHARES TR

Value
$8.8M
Shares
87.7K
% Port
1.40%
G

ALPHABET INC

Value
$8.8M
Shares
25.7K
% Port
1.38%
B

BERKSHIRE HATHAWAY INC DEL

Value
$8.5M
Shares
17.1K
% Port
1.35%
V

VANGUARD INDEX FDS

Value
$8.5M
Shares
94.2K
% Port
1.34%
T

TESLA INC

Value
$8.1M
Shares
22.9K
% Port
1.28%
V

VANGUARD INDEX FDS

Value
$7.5M
Shares
10.7K
% Port
1.18%
L

LAM RESEARCH CORP

Value
$7.1M
Shares
21.6K
% Port
1.12%

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