13F filer

Platform Technology Partners

As of Jun 30, 2026 Filed Jul 24, 2026 CIK 1830817 SEC filings ↗

13F Value

$611.2M

Positions

394

Top Position

AAPL7.1%

Top 5

19.3%

Latest filing changes

vs Mar 31, 2026

1 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +564.9%+$6.3M

2 SGOV iShares 0-3 Month Treasury Bond ETF +209.6%+$3.1M

3 FSIG First Trust Limited Duration Investment Grade Corporate ETF +103.9%+$2.0M

4 FTRB Federated Hermes Total Return Bond ETF +15.2%+$1.8M

5 JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF +42.9%+$1.8M

Holdings394

#
1	AAPL Apple	7.1%	$43.7M	+0.3%	150.9K	7.4%	Common Stock
2	NVDA NVIDIA	4.3%	$26.6M	+1.7%	132.8K	4.4%	Common Stock
3	MSFT Microsoft	2.8%	$17.1M	+7.4%	45.8K	3.0%	Common Stock
4	AMZN Amazon	2.6%	$16.1M	-1.5%	67.5K	2.8%	Common Stock
5	EVSD Morgan Stanley ETF Trust — Eato Va Dura ETF	2.4%	$14.7M	+11.4%	290.0K	2.6%	ETF
6	FTRB Federated Hermes Total Return Bond ETF	2.3%	$13.9M	+15.2%	554.0K	2.3%	ETF
7	SCHD Schwab U.S. Dividend Equity ETF	2.1%	$13.0M	+7.4%	409.8K	2.3%	ETF
8	IVV iShares Core S&P 500 ETF	2.0%	$11.9M	+2.2%	15.9K	2.0%	ETF
9	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 29,436 reported quantity $10,519,662 reported value	1.7%	$10.5M	+0.4%	29.4K	1.6%	Common Stock
10	JPM JPMorgan Chase	1.6%	$10.0M	-2.5%	30.5K	1.8%	Common Stock
11	LRCX Lam Research Filing details 512807306 Jun 30, 2026 21,490 reported quantity $9,312,262 reported value	1.5%	$9.3M	+0.1%	21.5K	0.9%	Common Stock
12	HEDG Equable Shares Hedged Equity ETF	1.5%	$9.2M	+9.4%	306.0K	1.6%	ETF
13	DFAS Dimensional U.S. Small Cap ETF	1.5%	$9.2M	+11.3%	111.4K	1.4%	ETF
14	GOOG Alphabet Class C	1.5%	$9.1M	+0.4%	25.8K	1.4%	Common Stock
15	CIFR Cipher Digital	1.4%	$8.6M	NEW	350.0K	—	Common Stock
16	TSLA Tesla	1.4%	$8.3M	+4.1%	19.8K	1.4%	Common Stock
17	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 16,612 reported quantity $8,312,534 reported value	1.4%	$8.3M	+1.2%	16.6K	1.5%	Common Stock
18	META Meta Platforms	1.3%	$7.8M	+2.9%	13.8K	1.5%	Common Stock
19	VOO Vanguard 500 Index Fund — ETF Shares	1.2%	$7.6M	+6.5%	11.1K	1.2%	ETF
20	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.2%	$7.4M	+564.9%	85.5K	1.1%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing31

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.