Platform Technology Partners

Institutional manager (13F) · CIK 1830817

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $334M

#	Issuer	Value	Shares
1	APPLE INC	$38M	150,464
2	NVIDIA CORPORATION	$23M	130,662
3	MICROSOFT CORP	$16M	42,594
4	AMAZON COM INC	$14M	68,595
5	MORGAN STANLEY ETF TRUST	$13M	260,234
6	FEDERATED HERMES ETF TRUST	$12M	480,861
7	SCHWAB STRATEGIC TR	$12M	381,586
8	ISHARES TR	$10M	15,598
9	JPMORGAN CHASE & CO	$9M	31,291
10	ALPHABET INC	$8M	29,333
11	SERIES PORTFOLIOS TR	$8M	279,617
12	BERKSHIRE HATHAWAY INC DEL	$8M	16,411
13	META PLATFORMS INC	$8M	13,449
14	ALPHABET INC	$7M	25,637
15	APOLLO GLOBAL MGMT INC	$7M	64,877
16	DIMENSIONAL ETF TRUST	$7M	100,049
17	TESLA INC	$7M	19,025
18	JOHNSON & JOHNSON	$6M	25,544
19	VANGUARD INDEX FDS	$6M	10,403
20	VANGUARD INDEX FDS	$6M	12,865
21	CHEVRON CORPORATION	$6M	26,605
22	RTX CORPORATION	$5M	26,613
23	SPDR GOLD TR	$5M	11,627
24	GOLDMAN SACHS GROUP INC	$5M	5,838
25	STATE STR SPDR S&P 500 ETF T	$5M	7,159
26	LAM RESEARCH CORP	$5M	21,477
27	BLACKSTONE INC	$4M	38,003
28	VISA INC	$4M	13,694
29	NEXTERA ENERGY INC	$4M	41,938
30	COSTCO WHOLESALE CORPORATION	$4M	3,816
31	HARBOR ETF TRUST	$4M	121,019
32	J P MORGAN EXCHANGE TRADED F	$4M	54,707
33	HOME DEPOT INC	$3M	10,264
34	BOEING CO	$3M	16,867
35	CHUBB LTD SWITZ	$3M	10,232
36	WILLIAMS COS INC	$3M	45,820
37	PEPSICO INC	$3M	21,208
38	WALMART INC	$3M	26,449
39	PROLOGIS INC.	$3M	24,684
40	VANGUARD WHITEHALL FDS	$3M	21,855
41	MCDONALDS CORP	$3M	10,006
42	PROCTER & GAMBLE CO	$3M	20,807
43	AMGEN INC	$3M	8,387
44	ISHARES TR	$3M	96,454
45	EXXON MOBIL CORP	$3M	17,177
46	DUKE ENERGY CORP NEW	$3M	21,186
47	LOCKHEED MARTIN CORP	$3M	4,485
48	STARBUCKS CORP	$3M	29,529
49	CONOCOPHILLIPS	$3M	19,946
50	UNION PAC CORP	$2M	10,197

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.