AGH Wealth Advisors, LLC PLTR β€” PALANTIR TECHNOLOGIES INC

Ownership history in AGH Wealth Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

AGH Wealth Advisors, LLC reported PALANTIR TECHNOLOGIES INC (PLTR) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.65% in 2026 Q1. The latest visible filing shows PLTR at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PLTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AGH Wealth Advisors, LLC's position in PALANTIR TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PLTR was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PLTR stock page AGH Wealth Advisors, LLC fund profile AGH Wealth Advisors, LLC full holdings
How AGH Wealth Advisors, LLC held PLTR β€” position size vs. price
% of Fund (quarterly)    PLTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 6,003 +1,613 +36.7% 0.65% $878K 2026-04-22 $152.62
2025 Q4 REDUCED β€” β€” β€” 4,390 -30 -0.7% 0.59% $780K 2026-02-04 $139.54
2025 Q3 ADDED β€” β€” β€” 4,420 +399 +9.9% 0.59% $806K 2025-11-03 $207.18
2025 Q2 INITIATED β€” β€” β€” 4,021 β€” β€” 0.45% $548K 2025-08-05 $173.27

🏒 Other funds also holding PLTR

As of 2026 Q1 β€” sorted by position size

Cypress Point Wealth Management, LLC 3Y 29.23% Defender Capital, LLC. 3Y 14.79% DOCK STREET ASSET MANAGEMENT INC 3Y 7Y 11.46% BURR FINANCIAL SERVICES, LLC 10.33% KIECKHEFER GROUP LLC 10.26% FFG Partners, LLC 8.27% QVR LLC 3Y 6.36% McBroom & Associates, LLC 3Y 5.85% AGP FRANKLIN, LLC 5.81% DB&C Advisors, LLC 5.2%

FAQ About AGH Wealth Advisors, LLC and PLTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has AGH Wealth Advisors, LLC reported owning PLTR?

AGH Wealth Advisors, LLC reported PLTR across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PLTR position in AGH Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for PLTR was 0.65% in 2026 Q1.

What is the latest reported PLTR position on this page?

The most recent filing on this page is 2026 Q1, when AGH Wealth Advisors, LLC reported 6,003 shares, equal to 0.65% of portfolio, with an estimated market value of $878K.

What does the chart on this PLTR ownership page compare?

The chart compares AGH Wealth Advisors, LLC's quarterly PLTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AGH Wealth Advisors, LLC time their PLTR position?

Based on 13F filing dates vs. subsequent PLTR price moves, AGH Wealth Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on PLTR relative to SPY over the holding period was -23.3%.

← Back to AGH Wealth Advisors, LLC Holdings