Platform Wealth Management, LLC
Platform Wealth Management, LLC reported 57 holdings worth US$273M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Platform Wealth Management, LLC reported 57 holdings worth US$273M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Mission Produce, Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 57
- Value as reported
- US$273M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 103K | US$29.9M | 11.0% |
| Alphabet Inc (google) Class C | 78,402 | US$28M | 10.3% |
| Mission Produce, Inc. | 1.05M | US$12.3M | 4.5% |
| Amazon.com, Inc. | 43,840 | US$10.4M | 3.8% |
| Costco Wholesale Corporation | 10,041 | US$9.39M | 3.4% |
| Marriott International | 15,918 | US$5.9M | 2.2% |
| Blackrock, Inc. | 4,890 | US$4.7M | 1.7% |
| Cvs Health Corporation | 42,600 | US$4.41M | 1.6% |
| Salesforce, Inc. | 27,484 | US$4.31M | 1.6% |
| Tjx Companies, Inc. (the) | 21,337 | US$3.23M | 1.2% |
| Jp Morgan Chase & Co. | 8,613 | US$2.82M | 1.0% |
| Cme Group Inc. | 9,566 | US$2.11M | 0.77% |
| Nike, Inc. | 41,235 | US$1.69M | 0.62% |
| Fiserv, Inc. | 29,567 | US$1.45M | 0.53% |
| Starbucks Corporation | 13,563 | US$1.39M | 0.51% |
| Berkshire Hathaway Inc. | 2,058 | US$1.03M | 0.38% |
| Electronic Arts Inc. | 4,938 | US$1.01M | 0.37% |
| Pepsico, Inc. | 7,042 | US$953K | 0.35% |
| Procter & Gamble Company (the) | 6,466 | US$948K | 0.35% |
| Community West Bancshares | 24,791 | US$666K | 0.24% |
| Johnson & Johnson | 2,514 | US$639K | 0.23% |
| Microsoft Corp. | 1,581 | US$590K | 0.22% |
| Deere & Company | 750 | US$476K | 0.17% |
| Broadcom Inc. | 1,205 | US$455K | 0.17% |
| Mcdonald's Corporation | 1,639 | US$443K | 0.16% |
| Abbvie Inc. | 1,409 | US$355K | 0.13% |
| Nvidia Corporation | 1,528 | US$306K | 0.11% |
| Corning Incorporated | 1,165 | US$298K | 0.11% |
| Public Service Enterprise Group Incorporated | 2,845 | US$231K | 0.08% |
| Lowe's Companies, Inc. | 1,000 | US$220K | 0.08% |
Source
View original at SEC
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