Platform Wealth Management, LLC
•CIK: 2110622•Filing: Q4 2025
Platform Wealth Management, LLC manages $376M across a portfolio of 60 distinct positions. The strategy exhibits a significant concentration in mega-cap technology names, notably AAPL ($61.9M) and GOOG ($25.8M). Further allocations include substantial exposure to e-commerce and consumer staples, with AMZN ($22.4M) and COST ($18.0M) anchoring the core holdings. This structure suggests a conviction-driven approach favoring established market leaders.
Total AUM
$376.1M
QoQ Performance
N/A
Positions
40
Top 10 Concentration
64.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
DFAC
GOOG
GOOGL
AMZN
AAPL16.4%
DFAC10.9%
GOOG6.9%
GOOGL6.7%
AMZN6.0%
COST4.8%
CRM4.0%
AVUV3.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other39.4%
Technology36.9%
Consumer15.7%
Financial4.8%
Healthcare2.0%
Consumer Staples0.5%
ETF0.2%
Industrial0.2%