Platform Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q4 2025
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
Q4 2025
60
376,078
AAPL, DFAC, GOOG, GOOGL
13F-HR
2/10/2026
000211062226000001