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CIK: 0001830817
Total reported value
$611.2M
$611.2M
256 檔
14.7%
According to the latest 13F quarterly dataset, Platform Technology Partners managed an equity portfolio of $611.2M at the end of Q3 2025, spanning 256 distinct U.S. exchange-listed positions.
In Q3 2025, Platform Technology Partners displayed an active expansion posture, initiating 8 new positions and adding to 31 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 14.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
IBIT
市值: $2.3M
Top Position Liquidated / Trimmed
AAPL
前期市值: $31.2M
Showing top 200 holdings (of 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.47% | -0.14% | -0.31% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.42% | -0.25% | -0.26% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.16% | -0.04% | -0.66% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.06% | -0.12% | +2.67% | |
| 5 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 2.42% | -0.15% | +17.88% | |
| 6 | APO | Apollo Global Management Inc | Stock-Financials | 2.23% | -0.19% | +1.29% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.17% | -0.14% | +1.80% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.11% | -0.13% | +4.13% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | -0.01% | +0.06% | |
| 10 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 1.95% | -0.06% | +15.43% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.84% | -0.16% | +2.75% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.78% | -0.20% | +1.69% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.72% | — | +5.97% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | +0.09% | +2.52% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | +0.04% | -3.70% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.39% | +0.07% | -0.41% | |
| 17 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.35% | +0.13% | +50.55% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | -0.04% | +17.02% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.24% | +0.13% | +13.77% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.05% | +0.02% | +3.69% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | -0.18% | +2.72% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.02% | -0.14% | +2.05% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.02% | +3.58% | |
| 24 | BX | Blackstone Inc | Stock-Financials | 0.98% | -0.18% | +4.35% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.98% | -0.36% | +4.15% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.90% | +0.02% | +3.22% | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 0.82% | -0.04% | +3.87% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.15% | -1.04% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.77% | -0.28% | +5.43% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.74% | -0.06% | -0.64% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.73% | -0.11% | +5.15% | |
| 32 | LRCX | Lam Research CORP | Stock-Tech | 0.68% | +0.64% | +0.08% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.68% | -0.05% | -7.17% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.66% | -0.05% | +6.58% | |
| 35 | WMB | Williams Cos Inc | Stock-Energy | 0.66% | -0.07% | +6.36% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.02% | +4.04% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.16% | +5.83% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.12% | +5.46% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.04% | +10.41% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.16% | -2.04% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.58% | -0.07% | +7.35% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | -0.03% | -4.91% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.01% | -2.35% | |
| 44 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.56% | -0.06% | +22.17% | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.55% | -0.09% | +6.77% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.54% | -0.06% | +7.76% | |
| 47 | PLD | Prologis Inc | Stock-Real Estate | 0.52% | -0.07% | +782.65% | |
| 48 | TY | Tri-continental CORP | Stock-Other | 0.51% | -0.03% | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.17% | +0.07% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.50% | -0.07% | +8.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -0.66% | Add |
| 2 | TSLA | Tesla Inc | +0.6% | +5.97% | Add |
| 3 | DFAS | Dimensional US Small Cap ETF | +0.5% | +50.55% | Add |
| 4 | PLD | Prologis Inc | +0.5% | +782.65% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +2.52% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | -0.26% | Trim |
| 7 | APD | Air Products & Chemicals Inc | +0.4% | +682.95% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | -0.41% | Add |
| 9 | VUG | Vanguard Growth ETF | +0.3% | +13.77% | Add |
| 10 | ORCL | Oracle CORP | +0.3% | -7.17% | Trim |
| 11 | LRCX | Lam Research CORP | +0.3% | +0.08% | Add |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | +3.69% | Add |
| 13 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.2% | +15.43% | Add |
| 14 | GLD | Spdr Gold Shares | +0.2% | +5.43% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +1.80% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +1.69% | Add |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | +7.09% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | +3.24% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +10.41% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +2.89% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +17.02% | Add |
| 22 | HGER | Harbor Commodity All Weather | +0.1% | +22.17% | Add |
| 23 | BX | Blackstone Inc | +0.1% | +4.35% | Add |
| 24 | IBM | Intl Business Machines CORP | +0.1% | -17.18% | Add |
| 25 | EVSD | Eaton Vance Shrt Dur Inc | +0.1% | +17.88% | Add |
| 26 | RTX | Rtx CORP | +0.1% | +2.05% | Add |
| 27 | PCT | Purecycle Technologies Inc | +0.1% | +13.08% | Trim |
| 28 | VEA | Vanguard Ftse Developed ETF | 0% | +9.76% | Add |
| 29 | BA | Boeing Co/the | 0% | +3.87% | Trim |
| 30 | AMZN | Amazon.com Inc | 0% | +2.67% | Add |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | -3.70% | Add |
| 32 | JNJ | Johnson & Johnson | 0% | +2.72% | Add |
| 33 | HD | Home Depot Inc | -0.1% | +3.22% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.06% | Trim |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.2% | -69.08% | Trim |
| 36 | APO | Apollo Global Management Inc | -0.2% | +1.29% | Add |
| 37 | BMY | Bristol-myers Squibb Co | -0.2% | -5.48% | Trim |
| 38 | FMHI | First Trust Municipal High I | -0.3% | -11.10% | Trim |
| 39 | SCHD | Schwab US Dvd Equity ETF | -0.3% | +4.13% | Add |
| 40 | CRM | Salesforce Inc | -0.4% | -62.81% | Trim |
| 41 | GE | General Electric | -0.4% | -67.93% | Trim |
| 42 | AAPL | Apple Inc | -0.6% | -0.31% | Trim |
| 43 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 44 | ETHA | Ishares Ethereum Trust ETF | — | NEW | New buy |
| 45 | NMZ | Nuveen Muni Hi Inc Opport | — | NEW | New buy |
| 46 | PFF | Ishares Preferred & Income S | — | NEW | New buy |
| 47 | CRMT | America's Car-mart Inc | — | NEW | New buy |
| 48 | ARTY | Ishares Future Ai & Tech ETF | — | NEW | New buy |
| 49 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 50 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
According to official SEC Form 13F filings, Platform Technology Partners reported a total U.S. public equity portfolio value of $611.2M across 256 disclosed positions in Q3 2025.
During Q3 2025, Platform Technology Partners's top holdings by market value included AAPL (8.5%)、MSFT (4.4%)、NVDA (3.2%). The largest single position, AAPL, represented 8.5% of total portfolio value.
In Q3 2025, Platform Technology Partners made 50 total portfolio adjustments, initiating 8 new buys, adding to 31 positions, trimming 11 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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