§ 13F · FUND PROFILE
Platform Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 82Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$376.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.03M | $40.9T | 10.9% | NEW |
| 2 | AAPL | APPLE INC | 120K | $32.6T | 8.7% | NEW |
| 3 | AAPL | APPLE INC | 108K | $29.2T | 7.8% | NEW |
| 4 | GOOG | ALPHABET INC | 42K | $13.2T | 3.5% | NEW |
| 5 | GOOGL | ALPHABET INC | 40K | $12.6T | 3.4% | NEW |
| 6 | GOOG | ALPHABET INC | 40K | $12.5T | 3.3% | NEW |
| 7 | GOOGL | ALPHABET INC | 40K | $12.5T | 3.3% | NEW |
| 8 | AVUV | AMERICAN CENTY ETF TR | 120K | $12.2T | 3.2% | NEW |
| 9 | AVO | MISSION PRODUCE INC | 1.05M | $12.1T | 3.2% | NEW |
| 10 | AMZN | AMAZON COM INC | 51K | $11.9T | 3.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLATFORM SIGNAL
AC read
Platform Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed