Platform Wealth Management, LLC
$273M
36
40.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $29.9M | 10.96% | 0.00% | -54.5% | Q4 2025 |
 GOOGL | $14.4M | 5.27% | 0.00% | -50.0% | Q4 2025 |
| GOOG | $13.6M | 4.98% | Not reported | -53.1% | Q4 2025 |
 AVO | $12.3M | 4.51% | 1.18% | Not reported | Q4 2025 |
 AMZN | $10.4M | 3.82% | 0.00% | -54.9% | Q4 2025 |
 COST | $9.39M | 3.44% | 0.00% | -51.8% | Q4 2025 |
 MAR | $5.9M | 2.16% | 0.01% | -51.7% | Q4 2025 |
 DFAX | $5.08M | 1.86% | Not reported | -8.1% | Q4 2025 |
 BLK | $4.7M | 1.72% | 0.00% | -51.8% | Q4 2025 |
 CVS | $4.41M | 1.61% | 0.00% | -50.7% | Q4 2025 |
 CRM | $4.31M | 1.58% | 0.00% | -51.1% | Q4 2025 |
 TJX | $3.23M | 1.18% | 0.00% | -51.0% | Q4 2025 |
 JPM | $2.82M | 1.03% | 0.00% | -46.7% | Q4 2025 |
 CME | $2.11M | 0.77% | 0.00% | -50.0% | Q4 2025 |
 ACN | $2.11M | 0.77% | 0.00% | -49.9% | Q4 2025 |
 NKE | $1.69M | 0.62% | 0.00% | -52.5% | Q4 2025 |
 FISV | $1.45M | 0.53% | 0.01% | -51.5% | Q4 2025 |
 SBUX | $1.39M | 0.51% | 0.00% | -50.4% | Q4 2025 |
| EA | $1.01M | 0.37% | Not reported | New | Q2 2026 |
 PEP | $953K | 0.35% | 0.00% | -49.7% | Q4 2025 |
 PG | $948K | 0.35% | 0.00% | -44.2% | Q4 2025 |
 BRK.A | $749K | 0.27% | Not reported | Not reported | Q4 2025 |
 CWBC | $666K | 0.24% | 0.09% | Not reported | Q4 2025 |
 JNJ | $639K | 0.23% | 0.00% | -0.2% | Q4 2025 |
 MSFT | $590K | 0.22% | 0.00% | -44.4% | Q4 2025 |
 DE | $476K | 0.17% | 0.00% | -0.9% | Q4 2025 |
 AVGO | $455K | 0.17% | 0.00% | -19.9% | Q4 2025 |
 MCD | $443K | 0.16% | 0.00% | -1.4% | Q4 2025 |
 AON | $403K | 0.15% | 0.00% | -0.3% | Q4 2025 |
 ABBV | $355K | 0.13% | 0.00% | Not reported | Q4 2025 |
 NVDA | $306K | 0.11% | 0.00% | -4.9% | Q4 2025 |
 GLW | $298K | 0.11% | 0.00% | New | Q2 2026 |
 VLUE | $288K | 0.11% | Not reported | New | Q2 2026 |
| BRK.B | $281K | 0.10% | Not reported | -43.3% | Q4 2025 |
 PEG | $231K | 0.08% | 0.00% | Not reported | Q4 2025 |
 LOW | $220K | 0.08% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| AAPL | $61.9M | 16.45% | 0.00% | New | Q4 2025 |
| GOOG | $25.8M | 6.85% | Not reported | New | Q4 2025 |
| GOOGL | $25.1M | 6.68% | 0.00% | New | Q4 2025 |
| AMZN | $22.4M | 5.97% | 0.00% | New | Q4 2025 |
| COST | $18M | 4.78% | 0.00% | New | Q4 2025 |
| CRM | $14.9M | 3.96% | 0.01% | New | Q4 2025 |
| AVO | $12.1M | 3.23% | 1.48% | New | Q4 2025 |
| BLK | $10.8M | 2.88% | 0.01% | New | Q4 2025 |
| MAR | $10.2M | 2.72% | 0.01% | New | Q4 2025 |
| ACN | $9.09M | 2.42% | 0.01% | New | Q4 2025 |
| CVS | $6.85M | 1.82% | 0.01% | New | Q4 2025 |
| TJX | $6.68M | 1.78% | 0.00% | New | Q4 2025 |
| NKE | $5.53M | 1.47% | 0.01% | New | Q4 2025 |
| CME | $5.22M | 1.39% | 0.01% | New | Q4 2025 |
| JPM | $5.21M | 1.39% | 0.00% | New | Q4 2025 |
| DFAX | $4.91M | 1.31% | Not reported | New | Q4 2025 |
| FISV | $4.1M | 1.09% | 0.01% | New | Q4 2025 |
| SBUX | $2.3M | 0.61% | 0.00% | New | Q4 2025 |
| PEP | $2.01M | 0.53% | 0.00% | New | Q4 2025 |
| PG | $1.66M | 0.44% | 0.00% | New | Q4 2025 |
 PYPL | $1.46M | 0.39% | 0.00% | New | Q4 2025 |
| MSFT | $1.37M | 0.37% | 0.00% | New | Q4 2025 |
| BRK.A | $755K | 0.20% | Not reported | New | Q4 2025 |
| CWBC | $558K | 0.15% | 0.13% | New | Q4 2025 |
| JNJ | $521K | 0.14% | 0.00% | New | Q4 2025 |
| AVGO | $521K | 0.14% | 0.00% | New | Q4 2025 |
| MCD | $508K | 0.14% | 0.00% | New | Q4 2025 |
| BRK.B | $497K | 0.13% | Not reported | New | Q4 2025 |
 CMCSA | $494K | 0.13% | 0.00% | New | Q4 2025 |
| AON | $430K | 0.11% | 0.00% | New | Q4 2025 |
| DE | $352K | 0.09% | 0.00% | New | Q4 2025 |
 V | $324K | 0.09% | 0.00% | New | Q4 2025 |
| ABBV | $322K | 0.09% | 0.00% | New | Q4 2025 |
| NVDA | $300K | 0.08% | 0.00% | New | Q4 2025 |
 ZTS | $284K | 0.08% | 0.00% | New | Q4 2025 |
 HON | $262K | 0.07% | 0.00% | New | Q4 2025 |
| LOW | $241K | 0.06% | 0.00% | New | Q4 2025 |
| PEG | $228K | 0.06% | 0.00% | New | Q4 2025 |