ETF Holders

Platform Technology Partners ETF holdings

New York, NY

Reported $194.9M in 101 ETFs in its Form 13F for June 30, 2026.

ETF value
$194.9M
ETFs held
101
Change from prior quarter
+20.6%
With price moves
ETFs as a share of its 13F
31.9%
of $610.8M

Top 10 of 101 ETF holdings

TickerFundValueSharesChange
EVSDEaton Vance Short Duration Income ETF$14.7M289,968+29,734 shares
FTRBFederated Hermes Total Return Bond ETF$13.9M554,045+73,184 shares
SCHDSchwab U.S. Dividend Equity ETF$13.0M409,809+28,223 shares
IVViShares Core S&P 500 ETF$11.9M15,946+348 shares
HEDGEquable Shares Hedged Equity ETF$9.2M305,957+26,340 shares
DFASDimensional U.S. Small Cap ETF$9.2M111,354+11,305 shares
VOOVanguard S&P 500 ETF$7.6M11,075+672 shares
VUGVanguard Morningstar Growth ETF$7.4M85,543+72,678 shares
JMEEJPMorgan Small & Mid Cap Enhanced Equity ETF$6.1M78,189+23,482 shares
SPYState Street SPDR S&P 500 ETF Trust$5.2M7,000−159 shares
91 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001830817. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Platform Technology Partners own?

Platform Technology Partners reported 101 ETF positions worth $194.9M in its Form 13F for June 30, 2026. The largest was EVSD, at $14.7M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.