Platform Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q2 2026
Location
Holladay, UT
CIK
0002110622
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2026
57
273,300
DFAC, AAPL, AVUV, GOOGL
13F-HR
8/10/2026
000208585326000973
Q4 2025
60
376,078
AAPL, DFAC, GOOG, GOOGL
13F-HR
2/10/2026
000211062226000001