Q2 2026 13F · SEC CIK 1830817

Platform Technology Partners

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $610.8M
Reported positions: 393
Top holdings a year, 3 yrs: +20.8%
Assets under management: $1.2B

Platform Technology Partners is a wealth manager that reported 393 positions worth $610.8M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Apple Inc (AAPL, 7.2%), Nvidia Corporation (NVDA, 4.4%), Microsoft Corp (MSFT, 2.8%). A portfolio copying its top holdings returned 20.8% a year over the last 3 years, against 20.4% for the S&P 500.

Platform Technology Partners holdings largest 50 of 393 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Platform Technology Partners 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	7.2%	7.4%	150,937	+0.3%	$43.7M
NVDANvidia Corporation	4.4%	4.4%	132,818	+1.7%	$26.6M
MSFTMicrosoft Corp	2.8%	3.0%	45,761	+7.4%	$17.1M
AMZNAmazon Com Inc	2.6%	2.8%	67,547	-1.5%	$16.1M
EVSDMorgan Stanley ETF Trust	2.4%	2.6%	289,968	+11.4%	$14.7M
FTRBFederated Hermes ETF Trust	2.3%	2.3%	554,045	+15.2%	$13.9M
SCHDSchwab Strategic Tr	2.1%	2.3%	409,809	+7.4%	$13.0M
IVVIshares Tr	2.0%	2.0%	15,946	+2.2%	$11.9M
GOOGLAlphabet Inc	1.7%	1.6%	29,436	+0.4%	$10.5M
JPMJpmorgan Chase & Co	1.6%	1.8%	30,506	-2.5%	$10.0M
LRCXLam Research Corp	1.5%	0.9%	21,490	+0.1%	$9.3M
HEDGEquable Shares Hedged Equity ETF	1.5%	1.6%	305,957	+9.4%	$9.2M
DFASDimensional ETF Trust	1.5%	1.4%	111,354	+11.3%	$9.2M
GOOGAlphabet Inc	1.5%	1.4%	25,752	+0.4%	$9.1M
CIFRCipher Digital Inc	1.4%	—	350,000	—	$8.6M
TSLATesla Inc	1.4%	1.4%	19,801	+4.1%	$8.3M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.5%	16,612	+1.2%	$8.3M
METAMeta Platforms Inc	1.3%	1.5%	13,838	+2.9%	$7.8M
VOOVanguard Index Fds	1.2%	1.2%	11,075	+6.5%	$7.6M
VUGVanguard Index Fds	1.2%	1.1%	85,543	+564.9%	$7.4M
APOApollo Global Management Inc	1.2%	1.4%	62,164	-4.2%	$7.4M
JNJJohnson & Johnson	1.0%	1.2%	24,647	-3.5%	$6.3M
JMEEJ P Morgan Exchange Traded F	1.0%	0.7%	78,189	+42.9%	$6.1M
GSGoldman Sachs Group Inc	1.0%	1.0%	5,879	+0.7%	$5.9M
SPYState Str Spdr S&p 500 ETF T	0.9%	0.9%	7,000	-2.2%	$5.2M
RTXRtx Corporation	0.8%	1.0%	27,232	+2.3%	$5.2M
VVisa Inc	0.8%	0.8%	14,633	+6.9%	$5.0M
SGOVIshares Tr	0.7%	—	44,779	—	$4.5M
CVXChevron Corporation	0.7%	1.1%	25,821	-2.9%	$4.3M
GLDSpdr Gold Tr	0.7%	1.0%	11,311	-2.7%	$4.2M
HDHome Depot Inc	0.7%	0.7%	11,547	+12.5%	$4.1M
HGERHarbor ETF Trust	0.7%	0.7%	138,010	+14.0%	$4.0M
BXBlackstone Inc	0.7%	0.8%	34,390	-9.5%	$4.0M
NEENextera Energy Inc	0.6%	0.8%	44,260	+5.5%	$3.9M
LLYEli Lilly & Co	0.6%	—	3,230	—	$3.9M
FSIGFirst Tr Exchange-Traded Fd	0.6%	—	203,116	—	$3.8M
BABoeing Co	0.6%	0.6%	17,346	+2.8%	$3.8M
CBChubb Limited	0.6%	0.6%	10,527	+2.9%	$3.6M
COSTCostco Wholesale Corporation	0.6%	0.7%	3,821	+0.1%	$3.6M
WMBWilliams Cos	0.6%	0.6%	46,721	+2.0%	$3.5M
CAAAFirst Trust Aaa	0.6%	—	169,633	—	$3.4M
VYMVanguard Whitehall Fds	0.6%	0.6%	21,709	-0.7%	$3.4M
PLDPrologis Inc	0.6%	0.6%	25,270	+2.4%	$3.4M
PGProcter & Gamble Co	0.6%	0.6%	23,172	+11.4%	$3.4M
SPHQInvesco Exchange Traded Fd T	0.5%	—	34,949	—	$3.1M
SBUXStarbucks Corp	0.5%	0.5%	30,648	+3.8%	$3.1M
AMGNAmgen Inc	0.5%	0.6%	8,500	+1.3%	$3.1M
RDVYFirst Tr Exchange Traded Fd	0.5%	—	37,453	—	$3.0M
UNHUnitedhealth Group Inc	0.5%	—	7,226	—	$3.0M
PFFIshares Tr	0.5%	0.6%	96,454	+0.0%	$2.9M

What Platform Technology Partners bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+564.9% shares
JMEE J P Morgan Exchange Traded F+42.9% shares
FTRB Federated Hermes ETF Trust+15.2% shares
HGER Harbor ETF Trust+14.0% shares
HD Home Depot Inc+12.5% shares
EVSD Morgan Stanley ETF Trust+11.4% shares
PG Procter & Gamble Co+11.4% shares
DFAS Dimensional ETF Trust+11.3% shares

Reduced

BX Blackstone Inc-9.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.5% /yr; S&P 500 +20.1%
3 years: +20.8% /yr; S&P 500 +20.4%
5 years: +12.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$610.8M	393
Q1 2026	$518.4M	343
Q4 2025	$469.6M	260
Q3 2025	$417.2M	256
Q2 2025	$383.0M	259
Q1 2025	$343.5M	235
Q4 2024	$330.1M	218
Q3 2024	$318.0M	224
Q2 2024	$290.5M	227
Q4 2023	$257.3M	203
Q3 2023	$213.7M	206
Q2 2023	$212.4M	211

Questions about Platform Technology Partners's portfolio

What stocks does Platform Technology Partners own?

Platform Technology Partners's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 393 positions worth $610.8M. The largest are Apple Inc (AAPL) at 7.2%, Nvidia Corporation (NVDA) at 4.4%, Microsoft Corp (MSFT) at 2.8%, Amazon Com Inc (AMZN) at 2.6% and Morgan Stanley ETF Trust (EVSD) at 2.4%.

What did Platform Technology Partners buy last quarter?

In Q2 2026, Platform Technology Partners added Vanguard Index Fds (VUG) (+564.9% shares), J P Morgan Exchange Traded F (JMEE) (+42.9% shares) and Federated Hermes ETF Trust (FTRB) (+15.2% shares), compared with its Q1 2026 filing.

What did Platform Technology Partners sell last quarter?

In Q2 2026, Platform Technology Partners cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Duke Energy Corp New (DUK) and Blackstone Inc (BX) (-9.5% shares), compared with its Q1 2026 filing.

How has Platform Technology Partners's portfolio performed?

A portfolio copying Platform Technology Partners's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.5% against +20.1%. Over 5 years: +12.6% a year against +11.6%.

When is Platform Technology Partners's next 13F filing due?

13F filings are due 45 days after each quarter ends. Platform Technology Partners's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Platform Technology Partners manage?

Platform Technology Partners reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $610.8M.