What does Platform Wealth Management, LLC hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · Q4 2025

Platform Wealth Management, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

APPLE INC

$62M228K16.4%

DIMENSIONAL ETF TRUST

$41M1.0M10.9%

ALPHABET INC

$26M82K6.9%

ALPHABET INC

$25M81K6.7%

AMAZON COM INC

$22M97K6.0%

COSTCO WHSL CORP NEW

$18M21K4.8%

SALESFORCE INC

$15M56K4.0%

AMERICAN CENTY ETF TR

$12M120K3.2%

MISSION PRODUCE INC

$12M1.0M3.2%

BLACKROCK INC

$11M10K2.9%

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