Platform Technology Partners
CIK: 1830817
Last 13F
Nov 2, 2026
Next 13F
Filed · awaiting next quarter
Options Notional
$82K
Holdings (393)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Nov 2, 2026
- AAPL
APPLE INC
$49.75M
149,399 sh7.87%-1.0% - NVDA
NVIDIA CORPORATION
$31.06M
135,982 sh4.91%+2.4% - MSFT
MICROSOFT CORP
$22.97M
44,778 sh3.63%-2.1% - AMZN
AMAZON COM INC
$16.88M
67,763 sh2.67%+0.3% - EVSD
MORGAN STANLEY ETF TRUST
$15.1M
303,445 sh2.39%+4.7% - FTRB
FEDERATED HERMES ETF TRUST
$14.22M
593,682 sh2.25%+7.2% - SCHD
SCHWAB STRATEGIC TR
$13.63M
419,025 sh2.16%+2.3% - IVV
ISHARES TR
$12.08M
15,780 sh1.91%-1.0% - GOOGL
ALPHABET INC
$10.41M
30,257 sh1.65%+2.8% - META
META PLATFORMS INC
$10.18M
14,040 sh1.61%+1.5% - JPM
JPMORGAN CHASE & CO
$10.1M
30,543 sh1.60%+0.1% - HEDG
SERIES PORTFOLIOS TR
$9.24M
300,702 sh1.46%-1.7% - DFAS
DIMENSIONAL ETF TRUST
$9.02M
116,509 sh1.43%+4.6% - SGOV
ISHARES TR
$8.83M
87,723 sh1.40%+95.9% - GOOG
ALPHABET INC
$8.75M
25,688 sh1.38%-0.3% - BRK.B
BERKSHIRE HATHAWAY INC DEL
$8.52M
17,113 sh1.35%+3.0% - VUG
VANGUARD INDEX FDS
$8.49M
94,216 sh1.34%+10.1% - TSLA
TESLA INC
$8.11M
22,854 sh1.28%+15.4% - VOO
VANGUARD INDEX FDS
$7.49M
10,687 sh1.18%-3.5% - LRCX
LAM RESEARCH CORP
$7.09M
21,577 sh1.12%+0.4% - APO
APOLLO GLOBAL MGMT INC
$6.97M
60,021 sh1.10%-3.5% - JNJ
JOHNSON & JOHNSON
$6.68M
25,234 sh1.06%+2.4% - JMEE
J P MORGAN EXCHANGE TRADED F
$6.02M
81,812 sh0.95%+4.6% - SPY
STATE STR SPDR S&P 500 ETF T
$5.55M
7,277 sh0.88%+4.0% - CIFR
CIPHER DIGITAL INC
$5.54M
350,000 sh0.88%+0.0% - V
VISA INC
$5.33M
14,825 sh0.84%+1.3% - HGER
HARBOR ETF TRUST
$5.24M
148,702 sh0.83%+7.8% - CVX
CHEVRON CORPORATION
$5.13M
25,099 sh0.81%-2.8% - GS
GOLDMAN SACHS GROUP INC
$5.06M
5,618 sh0.80%-4.4% - RTX
RTX CORPORATION
$5.02M
27,040 sh0.79%-0.7% - GLD
SPDR GOLD TR
$4.52M
11,878 sh0.72%+5.0% - LLY
ELI LILLY & CO
$4.26M
3,678 sh0.67%+13.9% - BX
BLACKSTONE INC
$3.91M
34,911 sh0.62%+1.5% - FSIG
FIRST TR EXCHANGE-TRADED FD
$3.74M
203,413 sh0.59%+0.1% - AMGN
AMGEN INC
$3.59M
8,516 sh0.57%+0.2% - COST
COSTCO WHOLESALE CORPORATION
$3.54M
3,891 sh0.56%+1.8% - SPHQ
INVESCO EXCHANGE TRADED FD T
$3.46M
41,125 sh0.55%+17.7% - CB
CHUBB LIMITED
$3.45M
10,612 sh0.55%+0.8% - HD
HOME DEPOT INC
$3.34M
11,755 sh0.53%+1.8% - PLD
PROLOGIS INC.
$3.3M
25,404 sh0.52%+0.5% - BA
BOEING CO
$3.28M
17,648 sh0.52%+1.7% - PG
PROCTER & GAMBLE CO
$3.22M
22,148 sh0.51%-4.4% - NEE
NEXTERA ENERGY INC
$3.22M
42,449 sh0.51%-4.1% - WMB
WILLIAMS COS INC
$3.2M
47,089 sh0.51%+0.8% - VYM
VANGUARD WHITEHALL FDS
$3.15M
20,320 sh0.50%-6.4% - RDVY
FIRST TR EXCHANGE TRADED FD
$3.15M
40,264 sh0.50%+7.5% - CAAA
FIRST TR EXCHANGE-TRADED FD
$3.11M
158,025 sh0.49%-6.8% - PEP
PEPSICO INC
$3.01M
23,722 sh0.48%+12.4% - IHDG
WISDOMTREE TR
$2.86M
55,182 sh0.45%+9.9% - QQQ
INVESCO QQQ TR
$2.85M
3,848 sh0.45%-2.9%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
AAPL APPLE INC | 149,399 | $49.75M | -1.0% | 7.87% | Q3 2026 |
NVDA NVIDIA CORPORATION | 135,982 | $31.06M | +2.4% | 4.91% | Q3 2026 |
MSFT MICROSOFT CORP | 44,778 | $22.97M | -2.1% | 3.63% | Q3 2026 |
AMZN AMAZON COM INC | 67,763 | $16.88M | +0.3% | 2.67% | Q3 2026 |
EVSD MORGAN STANLEY ETF TRUST | 303,445 | $15.1M | +4.7% | 2.39% | Q3 2026 |
FTRB FEDERATED HERMES ETF TRUST | 593,682 | $14.22M | +7.2% | 2.25% | Q3 2026 |
SCHD SCHWAB STRATEGIC TR | 419,025 | $13.63M | +2.3% | 2.16% | Q3 2026 |
IVV ISHARES TR | 15,780 | $12.08M | -1.0% | 1.91% | Q3 2026 |
GOOGL ALPHABET INC | 30,257 | $10.41M | +2.8% | 1.65% | Q3 2026 |
META META PLATFORMS INC | 14,040 | $10.18M | +1.5% | 1.61% | Q3 2026 |
JPM JPMORGAN CHASE & CO | 30,543 | $10.1M | +0.1% | 1.60% | Q3 2026 |
HEDG SERIES PORTFOLIOS TR | 300,702 | $9.24M | -1.7% | 1.46% | Q3 2026 |
DFAS DIMENSIONAL ETF TRUST | 116,509 | $9.02M | +4.6% | 1.43% | Q3 2026 |
SGOV ISHARES TR | 87,723 | $8.83M | +95.9% | 1.40% | Q3 2026 |
GOOG ALPHABET INC | 25,688 | $8.75M | -0.3% | 1.38% | Q3 2026 |
BRK.B BERKSHIRE HATHAWAY INC DEL | 17,113 | $8.52M | +3.0% | 1.35% | Q3 2026 |
VUG VANGUARD INDEX FDS | 94,216 | $8.49M | +10.1% | 1.34% | Q3 2026 |
TSLA TESLA INC | 22,854 | $8.11M | +15.4% | 1.28% | Q3 2026 |
VOO VANGUARD INDEX FDS | 10,687 | $7.49M | -3.5% | 1.18% | Q3 2026 |
LRCX LAM RESEARCH CORP | 21,577 | $7.09M | +0.4% | 1.12% | Q3 2026 |
APO APOLLO GLOBAL MGMT INC | 60,021 | $6.97M | -3.5% | 1.10% | Q3 2026 |
JNJ JOHNSON & JOHNSON | 25,234 | $6.68M | +2.4% | 1.06% | Q3 2026 |
JMEE J P MORGAN EXCHANGE TRADED F | 81,812 | $6.02M | +4.6% | 0.95% | Q3 2026 |
SPY STATE STR SPDR S&P 500 ETF T | 7,277 | $5.55M | +4.0% | 0.88% | Q3 2026 |
CIFR CIPHER DIGITAL INC | 350,000 | $5.54M | +0.0% | 0.88% | Q3 2026 |
V VISA INC | 14,825 | $5.33M | +1.3% | 0.84% | Q3 2026 |
HGER HARBOR ETF TRUST | 148,702 | $5.24M | +7.8% | 0.83% | Q3 2026 |
CVX CHEVRON CORPORATION | 25,099 | $5.13M | -2.8% | 0.81% | Q3 2026 |
GS GOLDMAN SACHS GROUP INC | 5,618 | $5.06M | -4.4% | 0.80% | Q3 2026 |
RTX RTX CORPORATION | 27,040 | $5.02M | -0.7% | 0.79% | Q3 2026 |
GLD SPDR GOLD TR | 11,878 | $4.52M | +5.0% | 0.72% | Q3 2026 |
LLY ELI LILLY & CO | 3,678 | $4.26M | +13.9% | 0.67% | Q3 2026 |
BX BLACKSTONE INC | 34,911 | $3.91M | +1.5% | 0.62% | Q3 2026 |
FSIG FIRST TR EXCHANGE-TRADED FD | 203,413 | $3.74M | +0.1% | 0.59% | Q3 2026 |
AMGN AMGEN INC | 8,516 | $3.59M | +0.2% | 0.57% | Q3 2026 |
COST COSTCO WHOLESALE CORPORATION | 3,891 | $3.54M | +1.8% | 0.56% | Q3 2026 |
SPHQ INVESCO EXCHANGE TRADED FD T | 41,125 | $3.46M | +17.7% | 0.55% | Q3 2026 |
CB CHUBB LIMITED | 10,612 | $3.45M | +0.8% | 0.55% | Q3 2026 |
HD HOME DEPOT INC | 11,755 | $3.34M | +1.8% | 0.53% | Q3 2026 |
PLD PROLOGIS INC. | 25,404 | $3.3M | +0.5% | 0.52% | Q3 2026 |
BA BOEING CO | 17,648 | $3.28M | +1.7% | 0.52% | Q3 2026 |
PG PROCTER & GAMBLE CO | 22,148 | $3.22M | -4.4% | 0.51% | Q3 2026 |
NEE NEXTERA ENERGY INC | 42,449 | $3.22M | -4.1% | 0.51% | Q3 2026 |
WMB WILLIAMS COS INC | 47,089 | $3.2M | +0.8% | 0.51% | Q3 2026 |
VYM VANGUARD WHITEHALL FDS | 20,320 | $3.15M | -6.4% | 0.50% | Q3 2026 |
RDVY FIRST TR EXCHANGE TRADED FD | 40,264 | $3.15M | +7.5% | 0.50% | Q3 2026 |
CAAA FIRST TR EXCHANGE-TRADED FD | 158,025 | $3.11M | -6.8% | 0.49% | Q3 2026 |
PEP PEPSICO INC | 23,722 | $3.01M | +12.4% | 0.48% | Q3 2026 |
IHDG WISDOMTREE TR | 55,182 | $2.86M | +9.9% | 0.45% | Q3 2026 |
QQQ INVESCO QQQ TR | 3,848 | $2.85M | -2.9% | 0.45% | Q3 2026 |
1-50 of 393 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Platform Technology Partners
Platform Technology Partners is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1830817). Signal8 holds 14 13F filings from it. Its SEC filings list New York as its state of incorporation.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Nov 2, 2026. That report lists 393 securities, not counting options, the same number as in Q2 2026.
Its five largest reported positions, in order, are APPLE INC (AAPL), NVIDIA CORPORATION (NVDA), MICROSOFT CORP (MSFT), AMAZON COM INC (AMZN) and MORGAN STANLEY ETF TRUST (EVSD). The next five are FEDERATED HERMES ETF TRUST (FTRB), SCHWAB STRATEGIC TR (SCHD), ISHARES TR (IVV), ALPHABET INC (GOOGL) and META PLATFORMS INC (META).
Recent 13F filings by Platform Technology Partners
- Q3 2026: 13F-HR filed Nov 2, 2026, listing 393 securities.
- Q2 2026: 13F-HR filed Jul 24, 2026, listing 393 securities.
- Q1 2026: 13F-HR filed Apr 27, 2026, listing 343 securities.
- Q4 2025: 13F-HR filed Feb 13, 2026, listing 260 securities.
- Q3 2025: 13F-HR filed Oct 29, 2025, listing 256 securities.
- Q2 2025: 13F-HR filed Aug 11, 2025, listing 259 securities.