Platform Wealth Management, LLC
13F Reported Value
ⓘ$376.1M
Holdings
60
Latest Filing
2025-12-31
Filing Quarter
Q4 2025
Portfolio Overview
Platform Wealth Management, LLC disclosed 60 positions worth $376.1M in its Form 13F-HR for Q4 2025, led by $AAPL (Apple Inc.) at 16.4% of the equity portfolio. During the quarter the fund opened 60 new positions and exited 0 — including a new stake in $AAPL. The portfolio is most concentrated in Technology (34.5% of disclosed assets). All figures are sourced directly from Platform Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2110622.
Sector Allocation
Top Equity Holdings by Value
Quarterly Activity — Q4 2025
Click any card to unlockTop Holdings
- 76.1#112
Quality
$61.9M227,553 sh DIMENSIONAL ETF TRUST
—Quality
$40.9M1,032,484 sh- 80.2#45
Quality
$25.8M82,118 sh - 80.2
Quality
$25.1M80,558 sh - 74.6
Quality
$22.4M97,237 sh - 67.0
Quality
$18.0M20,842 sh - 75.2
Quality
$14.9M56,240 sh AMERICAN CENTY ETF TR
—Quality
$12.2M119,537 sh- 50.5
Quality
$12.1M1,045,703 sh - 70.3
Quality
$10.8M10,136 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $61.9M | 227,553 |
| DIMENSIONAL ETF TRUST | — | $40.9M | 1,032,484 |
 Alphabet Inc.$GOOGL | 80.2#45 | $25.8M | 82,118 |
 Alphabet Inc.$GOOG | 80.2 | $25.1M | 80,558 |
 AMAZON COM INC$AMZN | 74.6 | $22.4M | 97,237 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $18.0M | 20,842 |
 Salesforce, Inc.$CRM | 75.2 | $14.9M | 56,240 |
| AMERICAN CENTY ETF TR | — | $12.2M | 119,537 |
 Mission Produce, Inc.$AVO | 50.5 | $12.1M | 1,045,703 |
 BlackRock, Inc.$BLK | 70.3 | $10.8M | 10,136 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Platform Wealth Management, LLC's 60 positions.
Showing top 10 of 60 holdings.
Sector Allocation
Technology
$129.9M
Other
$116.5M
Consumer Discretionary
$65.9M
Financials
$25.5M
Consumer Staples
$15.8M
Industrials
$13.8M
Healthcare
$8.0M
Communication Services
$493,932
Full Holdings — Platform Wealth Management, LLC (Q4 2025)
All 60 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $61.9M | 16.4% | NEW | 76.1 |
| 2 | — | DIMENSIONAL ETF TRUST | $40.9M | 10.9% | NEW | — |
| 3 | $GOOGL | Alphabet Inc. | $25.8M | 6.8% | NEW | 80.2 |
| 4 | $GOOG | Alphabet Inc. | $25.1M | 6.7% | NEW | 80.2 |
| 5 | $AMZN | AMAZON COM INC | $22.4M | 6.0% | NEW | 74.6 |
| 6 | $COST | COSTCO WHOLESALE CORP /NEW | $18.0M | 4.8% | NEW | 67 |
| 7 | $CRM | Salesforce, Inc. | $14.9M | 4.0% | NEW | 75.2 |
| 8 | — | AMERICAN CENTY ETF TR | $12.2M | 3.2% | NEW | — |
| 9 | $AVO | Mission Produce, Inc. | $12.1M | 3.2% | NEW | 50.5 |
| 10 | $BLK | BlackRock, Inc. | $10.8M | 2.9% | NEW | 70.3 |
| 11 | — | DIMENSIONAL ETF TRUST | $10.7M | 2.8% | NEW | — |
| 12 | — | DIMENSIONAL ETF TRUST | $10.4M | 2.8% | NEW | — |
| 13 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $10.2M | 2.7% | NEW | 65.9 |
| 14 |  $ACN | Accenture plc | $9.1M | 2.4% | NEW | — |
| 15 |  $CVS | CVS HEALTH Corp | $6.9M | 1.8% | NEW | 51.3 |
| 16 |  $TJX | TJX COMPANIES INC /DE/ | $6.7M | 1.8% | NEW | 70.7 |
| 17 |  $NKE | NIKE, Inc. | $5.5M | 1.5% | NEW | 53.4 |
| 18 |  $CME | CME GROUP INC. | $5.2M | 1.4% | NEW | 74.5 |
| 19 |  $JPM | JPMORGAN CHASE & CO | $5.2M | 1.4% | NEW | 35.6 |
| 20 | — | DIMENSIONAL ETF TRUST | $5.1M | 1.4% | NEW | — |
| 21 | — | DIMENSIONAL ETF TRUST | $5.0M | 1.3% | NEW | — |
| 22 | — | DIMENSIONAL ETF TRUST | $4.9M | 1.3% | NEW | — |
| 23 | — | DIMENSIONAL ETF TRUST | $4.2M | 1.1% | NEW | — |
| 24 |  $FISV | FISERV INC | $4.1M | 1.1% | NEW | 67.4 |
| 25 | — | AMERICAN CENTY ETF TR | $3.7M | 1.0% | NEW | — |
| 26 | — | DIMENSIONAL ETF TRUST | $3.5M | 0.9% | NEW | — |
| 27 | — | DIMENSIONAL ETF TRUST | $3.3M | 0.9% | NEW | — |
| 28 | — | DIMENSIONAL ETF TRUST | $2.5M | 0.7% | NEW | — |
| 29 | — | DIMENSIONAL ETF TRUST | $2.3M | 0.6% | NEW | — |
| 30 |  $SBUX | STARBUCKS CORP | $2.3M | 0.6% | NEW | 54.6 |
| 31 |  $PEP | PEPSICO INC | $2.0M | 0.5% | NEW | 62.7 |
| 32 |  $PG | PROCTER & GAMBLE Co | $1.7M | 0.4% | NEW | 72.9 |
| 33 |  $PYPL | PayPal Holdings, Inc. | $1.5M | 0.4% | NEW | 70.5 |
| 34 | — | AMERICAN CENTY ETF TR | $1.4M | 0.4% | NEW | — |
| 35 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.4% | NEW | — |
| 36 |  $MSFT | MICROSOFT CORP | $1.4M | 0.4% | NEW | 83.7 |
| 37 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.3% | NEW | — |
| 38 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.3% | NEW | — |
| 39 | — | ISHARES TR | $808,651 | 0.2% | NEW | — |
| 40 |  $BRK.A | BERKSHIRE HATHAWAY INC | $754,800 | 0.2% | NEW | 64.5 |
| 41 | — | VANGUARD INDEX FDS | $744,566 | 0.2% | NEW | — |
| 42 | — | DIMENSIONAL ETF TRUST | $605,758 | 0.2% | NEW | — |
| 43 |  $CWBC | Community West Bancshares | $557,798 | 0.1% | NEW | — |
| 44 |  $JNJ | JOHNSON & JOHNSON | $521,023 | 0.1% | NEW | 72.8 |
| 45 |  $AVGO | Broadcom Inc. | $520,881 | 0.1% | NEW | 86.4 |
| 46 |  $MCD | MCDONALDS CORP | $508,089 | 0.1% | NEW | 73.9 |
| 47 |  $BRK.B | BERKSHIRE HATHAWAY INC | $497,024 | 0.1% | NEW | 64.5 |
| 48 |  $CCZ | COMCAST CORP | $493,932 | 0.1% | NEW | 70.4 |
| 49 |  $AON | Aon plc | $429,808 | 0.1% | NEW | — |
| 50 | — | DIMENSIONAL ETF TRUST | $356,955 | 0.1% | NEW | — |
| 51 |  $DE | DEERE & CO | $352,436 | 0.1% | NEW | 57.4 |
| 52 |  $V | VISA INC. | $323,705 | 0.1% | NEW | 83.5 |
| 53 |  $ABBV | AbbVie Inc. | $321,942 | 0.1% | NEW | 59.3 |
| 54 | — | ISHARES TR | $309,689 | 0.1% | NEW | — |
| 55 |  $NVDA | NVIDIA CORP | $299,706 | 0.1% | NEW | 90.2 |
| 56 |  $ZTS | Zoetis Inc. | $284,353 | 0.1% | NEW | 72.6 |
| 57 |  $HON | HONEYWELL INTERNATIONAL INC | $261,616 | 0.1% | NEW | 65.7 |
| 58 |  $LOW | LOWES COMPANIES INC | $241,160 | 0.1% | NEW | 63.5 |
| 59 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $228,454 | 0.1% | NEW | 74.6 |
| 60 |  $IVZ | Invesco Ltd. | $208,092 | 0.1% | NEW | — |
New Positions (60)
$AAPL Apple Inc.$61.9M$GOOGL Alphabet Inc.$25.8M$GOOG Alphabet Inc.$25.1M$AMZN AMAZON COM INC$22.4M$COST COSTCO WHOLESALE CORP /NEW$18.0M$CRM Salesforce, Inc.$14.9M$AVO Mission Produce, Inc.$12.1M$BLK BlackRock, Inc.$10.8M$MAR MARRIOTT INTERNATIONAL INC /MD/$10.2M$ACN Accenture plc$9.1M$CVS CVS HEALTH Corp$6.9MBrowse Top Institutional Investors
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