Platform Wealth Management, LLC - Portfolio overview

Platform Wealth Management, LLC has 60 reported holdings in this dataset, with the latest filing dated 2026-02-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 15.96%
2. AAPL - APPLE INC, 12.74%
3. GOOG - ALPHABET INC, 5.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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