Platform Wealth Management, LLC reported 33 positions worth $132.26M for the quarter ended Jun 30, 2026. Its largest holding is Apple Inc. at 22.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 103.5K | $29.94M | 22.64% | – | – | – | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 40.3K | $14.41M | 10.9% | – | – | – | 0% |
| 3 | GOOG Alphabet Inc. | Technology | 38.5K | $13.61M | 10.29% | – | – | – | 0% |
| 4 | AVO Mission Produce, Inc. | Consumer Staples | 1.05M | $12.33M | 9.32% | – | – | – | 1.48% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 43.8K | $10.45M | 7.9% | – | – | – | 0% |
| 6 | COST Costco Wholesale Corp | Consumer Staples | 10.0K | $9.39M | 7.1% | – | – | – | 0% |
| 7 | MAR Marriott International Inc | Consumer Discretionary | 15.9K | $5.90M | 4.46% | – | – | – | 0.01% |
| 8 | BLK BlackRock, Inc. | Financial Services | 4,890 | $4.70M | 3.56% | – | – | – | 0% |
| 9 | CVS CVS HEALTH Corp | Healthcare | 42.6K | $4.41M | 3.33% | – | – | – | 0% |
| 10 | CRM Salesforce, Inc. | Technology | 27.5K | $4.31M | 3.26% | – | – | – | 0% |
| 11 | TJX Tjx Companies Inc | Consumer Discretionary | 21.3K | $3.23M | 2.44% | – | – | – | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 8,613 | $2.82M | 2.13% | – | – | – | 0% |
| 13 | CME Cme Group Inc. | Financial Services | 9,566 | $2.11M | 1.6% | – | – | – | 0% |
| 14 | ACN Accenture plc | Industrials | 17.0K | $2.11M | 1.6% | – | – | – | 0% |
| 15 | NKE NIKE, Inc. | Consumer Discretionary | 41.2K | $1.69M | 1.28% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Platform Wealth Management.
As of its Q2 2026 13F filing, Platform Wealth Management, LLC’s five largest positions were Apple Inc. (AAPL) at 22.6%, Alphabet Inc. (GOOGL) at 10.9%, Alphabet Inc. (GOOG) at 10.3%, Mission Produce, Inc. (AVO) at 9.3%, Amazon Com Inc (AMZN) at 7.9% of the reported portfolio.
Platform Wealth Management, LLC reported a 13F portfolio worth $132.26M across 33 positions for Q2 2026.
From the Form 13F-HR reports Platform Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.