Platform Wealth Management, LLC
CIK: 0002110622Latest portfolio: $376.1M · Q4 2025
Holdings
60
Total Value
$376.1M
New Positions
60
Closed Positions
0
Top Holdings
View All 60 Holdings →| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 227,553 | $61.9M | 16.45% | |
| 2 | DFACDIMENSIONAL ETF TRUST | 1,032,484 | $40.9M | 10.87% | |
| 3 | GOOGALPHABET INC | 82,118 | $25.8M | 6.85% | |
| 4 | GOOGLALPHABET INC | 80,558 | $25.1M | 6.68% | |
| 5 | AMZNAMAZON COM INC | 97,237 | $22.4M | 5.97% | |
| 6 | COSTCOSTCO WHSL CORP NEW | 20,842 | $18.0M | 4.78% | |
| 7 | CRMSALESFORCE INC | 56,240 | $14.9M | 3.96% | |
| 8 | AVUVAMERICAN CENTY ETF TR | 119,537 | $12.2M | 3.24% | |
| 9 | AVOMISSION PRODUCE INC | 1,045,703 | $12.1M | 3.23% | |
| 10 | BLKBLACKROCK INC | 10,136 | $10.8M | 2.88% | |
| 11 | DFAUDIMENSIONAL ETF TRUST | 228,026 | $10.7M | 2.84% | |
| 12 | DFAIDIMENSIONAL ETF TRUST | 272,128 | $10.4M | 2.76% | |
| 13 | MARMARRIOTT INTL INC NEW | 32,926 | $10.2M | 2.72% | |
| 14 | ACNACCENTURE PLC IRELAND | 33,880 | $9.1M | 2.42% | |
| 15 | CVSCVS HEALTH CORP | 86,350 | $6.9M | 1.82% | |
| 16 | TJXTJX COS INC NEW | 43,502 | $6.7M | 1.78% | |
| 17 | NKENIKE INC | 86,850 | $5.5M | 1.47% | |
| 18 | CMECME GROUP INC | 19,131 | $5.2M | 1.39% | |
| 19 | JPMJPMORGAN CHASE & CO. | 16,165 | $5.2M | 1.38% | |
| 20 | DFGRDIMENSIONAL ETF TRUST | 193,518 | $5.1M | 1.36% | |
| 21 | DFATDIMENSIONAL ETF TRUST | 84,122 | $5.0M | 1.33% | |
| 22 | DFAXDIMENSIONAL ETF TRUST | 149,976 | $4.9M | 1.31% | |
| 23 | DFUSDIMENSIONAL ETF TRUST | 57,088 | $4.2M | 1.13% | |
| 24 | FISVFISERV INC | 60,987 | $4.1M | 1.09% | |
| 25 | AVDVAMERICAN CENTY ETF TR | 39,289 | $3.7M | 0.98% |
Sector Breakdown
Financial Services0.0% ($4.087612190108481e+106T)
Technology0.0% ($6186114898908941312.0T)
Consumer Cyclical0.0% ($2244310214668155392.0T)
Consumer Defensive0.0% ($179721213.0T)
Healthcare0.0% ($6852.5T)
Communication Services0.0% ($2576.8T)
Unknown0.0% ($754.5M)
Industrials0.0% ($352.3M)
Utilities0.0% ($228K)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 11, 2026 | $376.1M | 82 |
Fund Information
Platform Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $376.1M across 60 holdings. The largest position is APPLE INC (AAPL), representing 16.4% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.