Platform Wealth Management, LLC

Q2 2026 13F Holdings

Location
Holladay, UT
Holdings as of
6/30/2026
Value ($000)
$273,300
Num holdings
57
Date filed
8/10/2026
Form type
13F-HR
Prev filing
2/10/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type