Platform Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| BlackRock, Inc. | $10.85M | 2.9% |
| Mission Produce, Inc.AVO | $12.13M | 3.2% |
| AMERICAN CENTY ETF TR | $12.19M | 3.2% |
| Salesforce Inc | $14.90M | 4.0% |
| COSTCO WHOLESALE CORP /NEW | $17.97M | 4.8% |
| Amazon.com Inc | $22.44M | 6.0% |
| Alphabet Inc. | $25.13M | 6.7% |
| Alphabet Inc. | $25.77M | 6.9% |
| DIMENSIONAL ETF TRUST | $40.88M | 10.9% |
| Apple Inc. | $61.86M | 16.4% |