Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Platform Technology Partners (CIK 1830817) reported $518.7M across 341 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($38.2M, 7.36%), NVDA ($22.8M, 4.39%), MSFT ($15.8M, 3.04%), AMZN ($14.3M, 2.75%), EVSD ($13.3M, 2.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $38.2M | 7.36% | 150,464 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $22.8M | 4.39% | 130,662 | Added |
| 3 | MSFT | MICROSOFT CORP | $15.8M | 3.04% | 42,594 | Added |
| 4 | AMZN | AMAZON COM INC | $14.3M | 2.75% | 68,595 | Added |
| 5 | EVSD | MORGAN STANLEY ETF TRUST | $13.3M | 2.56% | 260,234 | Added |
| 6 | FTRB | FEDERATED HERMES ETF TRUST | $12.1M | 2.33% | 480,861 | Added |
| 7 | SCHD | SCHWAB STRATEGIC TR | $11.7M | 2.26% | 381,586 | Added |
| 8 | IVV | ISHARES TR | $10.2M | 1.96% | 15,598 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $9.2M | 1.77% | 31,291 | Added |
| 10 | GOOGL | ALPHABET INC | $8.4M | 1.63% | 29,333 | Added |
| 11 | WEISX | SERIES PORTFOLIOS TR | $8.1M | 1.56% | 279,617 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.9M | 1.52% | 16,411 | Added |
| 13 | META | META PLATFORMS INC | $7.7M | 1.48% | 13,449 | Added |
| 14 | GOOG | ALPHABET INC | $7.4M | 1.42% | 25,637 | Added |
| 15 | APO | APOLLO GLOBAL MGMT INC | $7.2M | 1.39% | 64,877 | Added |
| 16 | DFAS | DIMENSIONAL ETF TRUST | $7.1M | 1.37% | 100,049 | Added |
| 17 | TSLA | TESLA INC | $7.1M | 1.36% | 19,025 | Added |
| 18 | VOO | VANGUARD INDEX FDS | $6.2M | 1.20% | 10,403 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $6.2M | 1.20% | 25,544 | Added |
| 20 | VUG | VANGUARD INDEX FDS | $5.6M | 1.08% | 12,865 | Added |
| 21 | CVX | CHEVRON CORPORATION | $5.5M | 1.06% | 26,605 | Added |
| 22 | RTX | RTX CORPORATION | $5.1M | 0.99% | 26,613 | Added |
| 23 | GLD | SPDR GOLD TR | $5.0M | 0.96% | 11,627 | Added |
| 24 | GS | GOLDMAN SACHS GROUP INC | $4.9M | 0.95% | 5,838 | Added |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $4.7M | 0.90% | 7,159 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31