Platform Technology Partners

CIK 0001830817 • 6 13F filings • May 1, 2025 – Jul 24, 2026

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Filer information

Filed by: Platform Technology Partners, Manager Compliance Service and Support
Address: 400 WALL STREET, 17TH FLOOR, NEW YORK, NY, 10005
Phone: 5135621672
AUM: $469.6M

AUM over time

$613.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $343.5M235 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$342K	0.1%	2,329 SH
AB ACTIVE ETFS INC	HIGH YIELD ETF	$865K	0.3%	23,472 SH
AB ACTIVE ETFS INC	TAX AWARE SHRT	$1.9M	0.5%	73,759 SH
ABACUS FCF ETF TR	ABACUS FCF LEADE	$1.8M	0.5%	27,714 SH
ABBOTT LABS	COM	$1.0M	0.3%	7,666 SH
ABBVIE INC	COM	$2.1M	0.6%	10,059 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$618K	0.2%	1,979 SH
AIR PRODS & CHEMS INC	COM	$270K	0.1%	915 SH
AKAMAI TECHNOLOGIES INC	COM	$339K	0.1%	4,211 SH
ALPHABET INC	CAP STK CL A	$3.7M	1.1%	23,996 SH
ALPHABET INC	CAP STK CL C	$3.6M	1.0%	23,083 SH
ALTRIA GROUP INC	COM	$470K	0.1%	7,835 SH
AMAZON COM INC	COM	$10.5M	3.1%	55,413 SH
AMERICAN ELEC PWR CO INC	COM	$567K	0.2%	5,188 SH
AMERICAN EXPRESS CO	COM	$942K	0.3%	3,501 SH
AMERICAN TOWER CORP NEW	COM	$525K	0.2%	2,412 SH
AMERIPRISE FINL INC	COM	$234K	0.1%	484 SH
AMGEN INC	COM	$2.1M	0.6%	6,768 SH
AMPHENOL CORP NEW	CL A	$316K	0.1%	4,824 SH
APOLLO GLOBAL MGMT INC	COM	$8.2M	2.4%	60,110 SH
APPLE INC	COM	$31.2M	9.1%	140,627 SH
APPLIED MATLS INC	COM	$292K	0.1%	2,009 SH
ARES CAPITAL CORP	COM	$456K	0.1%	20,563 SH
ASPIRE BIOPHARMA HLDGS INC	COM	$22K	0.0%	37,611 SH
AT&T INC	COM	$446K	0.1%	15,763 SH
AUTOMATIC DATA PROCESSING IN	COM	$501K	0.1%	1,641 SH
BANK AMERICA CORP	COM	$750K	0.2%	17,962 SH
BERKLEY W R CORP	COM	$310K	0.1%	4,359 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.9M	2.3%	14,768 SH
BEYOND INC	COM	$59K	0.0%	10,150 SH
BLACK HILLS CORP	COM	$300K	0.1%	4,945 SH
BLACKROCK INC	COM	$423K	0.1%	447 SH
BLACKSTONE INC	COM	$3.1M	0.9%	22,432 SH
BOEING CO	COM	$2.8M	0.8%	16,358 SH
BOOKING HOLDINGS INC	COM	$608K	0.2%	132 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.4M	0.4%	23,538 SH
BROADCOM INC	COM	$482K	0.1%	2,880 SH
CANADIAN PACIFIC KANSAS CITY	COM	$528K	0.2%	7,530 SH
CAPITAL ONE FINL CORP	COM	$931K	0.3%	5,193 SH
CATERPILLAR INC	COM	$759K	0.2%	2,301 SH
CHENIERE ENERGY INC	COM NEW	$236K	0.1%	1,021 SH
CHEVRON CORP NEW	COM	$4.0M	1.2%	23,659 SH
CHUBB LIMITED	COM	$2.8M	0.8%	9,134 SH
CISCO SYS INC	COM	$556K	0.2%	9,013 SH
CLOROX CO DEL	COM	$1.1M	0.3%	7,753 SH
COCA COLA CO	COM	$584K	0.2%	8,156 SH
COLGATE PALMOLIVE CO	COM	$1.5M	0.5%	16,507 SH
COMCAST CORP NEW	CL A	$259K	0.1%	7,009 SH
CONOCOPHILLIPS	COM	$1.5M	0.4%	14,480 SH
CONSOLIDATED EDISON INC	COM	$925K	0.3%	8,369 SH
CONSTELLATION BRANDS INC	CL A	$1.2M	0.4%	6,627 SH
CONSTELLATION ENERGY CORP	COM	$436K	0.1%	2,164 SH
COOPER COS INC	COM	$219K	0.1%	2,591 SH
COSTCO WHSL CORP NEW	COM	$3.5M	1.0%	3,664 SH
CSX CORP	COM	$420K	0.1%	14,276 SH
CUMMINS INC	COM	$225K	0.1%	718 SH
DANAHER CORPORATION	COM	$220K	0.1%	1,075 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.0M	0.9%	50,131 SH
DISNEY WALT CO	COM	$646K	0.2%	6,546 SH
DOMINION ENERGY INC	COM	$1.1M	0.3%	19,476 SH
DRIVEN BRANDS HLDGS INC	COM	$326K	0.1%	19,000 SH
DUKE ENERGY CORP NEW	COM NEW	$2.1M	0.6%	17,283 SH
EATON CORP PLC	SHS	$456K	0.1%	1,679 SH
ELEVANCE HEALTH INC	COM	$229K	0.1%	526 SH
ELI LILLY & CO	COM	$2.1M	0.6%	2,534 SH
ENBRIDGE INC	COM	$237K	0.1%	5,350 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.3M	0.4%	68,131 SH
ENTERGY CORP NEW	COM	$355K	0.1%	4,152 SH
ENTERPRISE PRODS PARTNERS L	COM	$1.4M	0.4%	41,888 SH
EQUITY RESIDENTIAL	SH BEN INT	$388K	0.1%	5,423 SH
EVOLV TECHNOLOGIES HLDNGS IN	COM CL A	$701K	0.2%	224,802 SH
EXELON CORP	COM	$366K	0.1%	7,939 SH
EXXON MOBIL CORP	COM	$1.8M	0.5%	15,221 SH
FEDERATED HERMES ETF TRUST	HERMES TOTAL RET	$6.1M	1.8%	241,890 SH
FINGERMOTION INC	COM	$195K	0.1%	142,615 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$1.3M	0.4%	70,225 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$2.8M	0.8%	59,329 SH
FIRST TR EXCH TRADED FD III	NEW YORK MUNI	$326K	0.1%	12,415 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$413K	0.1%	23,467 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$211K	0.1%	2,870 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.2M	0.3%	20,304 SH
FIRST TR EXCHANGE-TRADED FD	COML MTG OPPORTU	$958K	0.3%	47,087 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$385K	0.1%	7,827 SH
FIRST TR EXCHANGE-TRADED FD	LIMITED DURATION	$1.7M	0.5%	87,578 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$476K	0.1%	14,214 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$755K	0.2%	7,500 SH
FORTINET INC	COM	$244K	0.1%	2,536 SH
G III APPAREL GROUP LTD	COM	$219K	0.1%	8,000 SH
GALLAGHER ARTHUR J & CO	COM	$209K	0.1%	605 SH
GE AEROSPACE	COM NEW	$2.2M	0.6%	11,039 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$294K	0.1%	3,645 SH
GE VERNOVA INC	COM	$836K	0.2%	2,739 SH
GEN DIGITAL INC	COM	$327K	0.1%	12,329 SH
GERON CORP	COM	$16K	0.0%	10,100 SH
GOLDMAN SACHS GROUP INC	COM	$2.9M	0.8%	5,282 SH
HARBOR ETF TRUST	HARBOR COMMODITY	$1.6M	0.5%	65,649 SH
HDFC BANK LTD	SPONSORED ADS	$508K	0.1%	7,644 SH
HOME DEPOT INC	COM	$3.3M	1.0%	8,960 SH
HONEYWELL INTL INC	COM	$1.1M	0.3%	5,215 SH
INTEL CORP	COM	$221K	0.1%	9,735 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.4M	0.4%	5,532 SH
INTUITIVE SURGICAL INC	COM NEW	$359K	0.1%	726 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$593K	0.2%	3,423 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$811K	0.2%	12,227 SH
INVESCO QQQ TR	UNIT SER 1	$1.7M	0.5%	3,623 SH
IQVIA HLDGS INC	COM	$233K	0.1%	1,320 SH
ISHARES SILVER TR	ISHARES	$210K	0.1%	6,776 SH
ISHARES TR	1 3 YR TREAS BD	$1.9M	0.5%	22,662 SH
ISHARES TR	CORE S&P500 ETF	$7.0M	2.0%	12,458 SH
ISHARES TR	MSCI INTL QUALTY	$340K	0.1%	8,568 SH
ISHARES TR	MSCI USA MIN VOL	$234K	0.1%	2,500 SH
ISHARES TR	RUS 1000 GRW ETF	$410K	0.1%	1,134 SH
ISHARES TR	RUS 1000 VAL ETF	$416K	0.1%	2,213 SH
ISHARES TR	RUS 2000 GRW ETF	$503K	0.1%	1,969 SH
ISHARES TR	RUSSELL 2000 ETF	$614K	0.2%	3,075 SH
ISHARES TR	SELECT DIVID ETF	$1.2M	0.3%	8,698 SH
ISHARES TR	U.S. REAL ES ETF	$242K	0.1%	2,530 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$480K	0.1%	6,500 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$476K	0.1%	8,333 SH
JOHNSON & JOHNSON	COM	$3.7M	1.1%	22,054 SH
JPMORGAN CHASE & CO.	COM	$6.9M	2.0%	28,038 SH
KAYNE ANDERSON ENERGY INFRST	COM	$206K	0.1%	16,051 SH
KKR & CO INC	COM	$206K	0.1%	1,778 SH
LAM RESEARCH CORP	COM NEW	$1.5M	0.4%	20,179 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$135K	0.0%	35,457 SH
LOCKHEED MARTIN CORP	COM	$1.8M	0.5%	3,920 SH
MARATHON PETE CORP	COM	$202K	0.1%	1,389 SH
MASTERCARD INCORPORATED	CL A	$1.8M	0.5%	3,203 SH
MCDONALDS CORP	COM	$2.7M	0.8%	8,617 SH
MEDTRONIC PLC	SHS	$1.9M	0.6%	21,444 SH
MERCK & CO INC	COM	$1.3M	0.4%	14,712 SH
META PLATFORMS INC	CL A	$5.5M	1.6%	9,617 SH
MICROSOFT CORP	COM	$13.7M	4.0%	36,555 SH
MONDELEZ INTL INC	CL A	$338K	0.1%	4,986 SH
MORGAN STANLEY ETF TRUST	EATON VANCE SHOR	$8.1M	2.4%	159,612 SH
NETFLIX INC	COM	$1.2M	0.3%	1,252 SH
NEXTERA ENERGY INC	COM	$2.7M	0.8%	37,741 SH
NIKE INC	CL B	$1.6M	0.5%	24,927 SH
NORFOLK SOUTHN CORP	COM	$280K	0.1%	1,183 SH
NOVARTIS AG	SPONSORED ADR	$282K	0.1%	2,528 SH
NOVO-NORDISK A S	ADR	$469K	0.1%	6,760 SH
NU HLDGS LTD	ORD SHS CL A	$360K	0.1%	35,146 SH
NUVEEN FLOATING RATE INCOME	COM	$119K	0.0%	14,051 SH
NVIDIA CORPORATION	COM	$7.2M	2.1%	66,206 SH
OLD REP INTL CORP	COM	$294K	0.1%	7,500 SH
ON SEMICONDUCTOR CORP	COM	$244K	0.1%	6,000 SH
ONEOK INC NEW	COM	$873K	0.3%	8,799 SH
ORACLE CORP	COM	$1.5M	0.4%	10,371 SH
OREILLY AUTOMOTIVE INC	COM	$348K	0.1%	243 SH
PACER FDS TR	US SMALL CAP CAS	$364K	0.1%	9,700 SH
PALANTIR TECHNOLOGIES INC	CL A	$592K	0.2%	7,014 SH
PAYPAL HLDGS INC	COM	$201K	0.1%	3,075 SH
PEPSICO INC	COM	$2.5M	0.7%	16,785 SH
PFIZER INC	COM	$579K	0.2%	22,858 SH
PHILIP MORRIS INTL INC	COM	$1.3M	0.4%	8,074 SH
PLAINS GP HLDGS L P	LTD PARTNR INT A	$232K	0.1%	10,855 SH
PNC FINL SVCS GROUP INC	COM	$454K	0.1%	2,583 SH
PRINCIPAL EXCHANGE TRADED FD	SPECTRUM PFD	$206K	0.1%	11,000 SH
PROCTER AND GAMBLE CO	COM	$2.9M	0.8%	16,825 SH
PROGRESSIVE CORP	COM	$215K	0.1%	758 SH
PROLOGIS INC.	COM	$239K	0.1%	2,136 SH
PROSHARES TR	S&P 500 DV ARIST	$1.1M	0.3%	10,546 SH
PRUDENTIAL FINL INC	COM	$214K	0.1%	1,916 SH
PURECYCLE TECHNOLOGIES INC	COM	$871K	0.3%	125,822 SH
PURPLE INNOVATION INC	COM	$27K	0.0%	35,000 SH
REKOR SYSTEMS INC	COM	$17K	0.0%	18,669 SH
RTX CORPORATION	COM	$3.3M	1.0%	24,998 SH
S&P GLOBAL INC	COM	$1.8M	0.5%	3,591 SH
SALESFORCE INC	COM	$1.8M	0.5%	6,686 SH
SCHWAB CHARLES CORP	COM	$538K	0.2%	6,872 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$8.4M	2.4%	300,053 SH
SELECT SECTOR SPDR TR	ENERGY	$985K	0.3%	10,545 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$518K	0.2%	6,338 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$831K	0.2%	5,690 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$831K	0.2%	10,537 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$446K	0.1%	2,160 SH
SHOPIFY INC	CL A	$375K	0.1%	3,923 SH
SIMON PPTY GROUP INC NEW	COM	$278K	0.1%	1,673 SH
SIXTH STREET SPECIALTY LENDI	COM	$658K	0.2%	29,385 SH
SNAP INC	CL A	$214K	0.1%	24,515 SH
SOFI TECHNOLOGIES INC	COM	$140K	0.0%	12,000 SH
SOUTHERN CO	COM	$356K	0.1%	3,872 SH
SPDR GOLD TR	GOLD SHS	$2.0M	0.6%	6,970 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.0M	1.2%	7,124 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$449K	0.1%	841 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$206K	0.1%	2,245 SH
SPDR SER TR	NUVEEN BLOOMBERG	$374K	0.1%	14,820 SH
SPDR SER TR	PORTFOLIO S&P500	$797K	0.2%	12,124 SH
STARBUCKS CORP	COM	$2.2M	0.6%	22,410 SH
STRYKER CORPORATION	COM	$303K	0.1%	814 SH
T-MOBILE US INC	COM	$270K	0.1%	1,014 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$215K	0.1%	1,298 SH
TARGET CORP	COM	$405K	0.1%	3,882 SH
TELESAT CORP	CL A & CL B SHS	$296K	0.1%	15,698 SH
TERAWULF INC	COM	$39K	0.0%	14,150 SH
TESLA INC	COM	$3.9M	1.1%	14,956 SH
TEXAS INSTRS INC	COM	$567K	0.2%	3,154 SH
THE CIGNA GROUP	COM	$345K	0.1%	1,050 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.2M	0.4%	2,491 SH
TILRAY BRANDS INC	COM	$33K	0.0%	50,000 SH
TJX COS INC NEW	COM	$1.0M	0.3%	8,353 SH
TRANE TECHNOLOGIES PLC	SHS	$914K	0.3%	2,713 SH
TRI CONTL CORP	COM	$1.9M	0.5%	61,500 SH
UNILEVER PLC	SPON ADR NEW	$299K	0.1%	5,021 SH
UNION PAC CORP	COM	$2.5M	0.7%	10,390 SH
UNITED PARCEL SERVICE INC	CL B	$344K	0.1%	3,124 SH
UNITEDHEALTH GROUP INC	COM	$2.1M	0.6%	4,095 SH
VANECK ETF TRUST	GOLD MINERS ETF	$322K	0.1%	7,000 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$984K	0.3%	12,855 SH
VANGUARD INDEX FDS	GROWTH ETF	$3.3M	1.0%	8,988 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.0M	0.3%	3,945 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$397K	0.1%	4,384 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.9M	1.4%	9,618 SH
VANGUARD INDEX FDS	SMALL CP ETF	$376K	0.1%	1,698 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$551K	0.2%	2,003 SH
VANGUARD INDEX FDS	VALUE ETF	$1.1M	0.3%	6,501 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$514K	0.1%	11,349 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.4%	24,971 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.8M	0.8%	21,996 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$435K	0.1%	1,407 SH
VERIZON COMMUNICATIONS INC	COM	$1.4M	0.4%	31,513 SH
VERTEX PHARMACEUTICALS INC	COM	$613K	0.2%	1,265 SH
VISA INC	COM CL A	$4.0M	1.2%	11,496 SH
WABTEC	COM	$349K	0.1%	1,927 SH
WALMART INC	COM	$2.2M	0.6%	25,036 SH
WATSCO INC	COM	$348K	0.1%	685 SH
WEBSTER FINL CORP	COM	$202K	0.1%	3,918 SH
WELLS FARGO CO NEW	COM	$711K	0.2%	9,904 SH
WILLIAMS COS INC	COM	$2.6M	0.7%	42,838 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$1.2M	0.3%	27,280 SH
WISDOMTREE TR	US LARGECAP DIVD	$1.1M	0.3%	13,597 SH
WISDOMTREE TR	US MIDCAP DIVID	$854K	0.2%	17,251 SH
WISDOMTREE TR	US SMALLCAP DIVD	$1.3M	0.4%	39,781 SH
YUM BRANDS INC	COM	$624K	0.2%	3,967 SH
ZOETIS INC	CL A	$875K	0.3%	5,313 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001830817-26-000001	$469.6M	View
Oct 29, 2025	Q3 2025	13F-HR	0001830817-25-000008	$417.2M	View
Jul 24, 2026	Q2 2026