Institutions / Platform Wealth Management, LLC
Platform Wealth Management, LLC
CIK 2110622 · Institution · as of Dec 31, 2025
Portfolio value
$376.08M
Positions
60
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 60 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $61.86M | 16.4% |
| Dimensional ETF Trust | $40.88M | 10.9% |
| Alphabet Inc. | $25.77M | 6.9% |
| Alphabet Inc. | $25.13M | 6.7% |
| Amazon.com Inc | $22.44M | 6.0% |
| Costco Wholesale Corp /New | $17.97M | 4.8% |
| Salesforce Inc | $14.90M | 4.0% |
| American Centy ETF Tr | $12.19M | 3.2% |
| Mission Produce, Inc.AVO | $12.13M | 3.2% |
| BlackRock, Inc. | $10.85M | 2.9% |
| Dimensional ETF Trust | $10.67M | 2.8% |
| Dimensional ETF Trust | $10.37M | 2.8% |
| Marriott International Inc/MD | $10.21M | 2.7% |
| Accenture plc | $9.09M | 2.4% |
| CVS HEALTH Corp | $6.85M | 1.8% |
| TJX Cos Inc/The | $6.68M | 1.8% |
| NIKE, Inc. | $5.53M | 1.5% |
| CME Group Inc | $5.22M | 1.4% |
| JPMorgan Chase & Co | $5.21M | 1.4% |
| Dimensional ETF Trust | $5.11M | 1.4% |
| Dimensional ETF Trust | $5.01M | 1.3% |
| Dimensional ETF Trust | $4.91M | 1.3% |
| Dimensional ETF Trust | $4.23M | 1.1% |
| Fiserv Inc | $4.10M | 1.1% |
| American Centy ETF Tr | $3.69M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.