Holdings
Platform Wealth Management, LLC
As of Jun 30, 2026, Platform Wealth Management, LLC reported 30 positions worth US$131M. Largest: Apple Inc, Alphabet Inc (google) Class C and Mission Produce, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 103K | US$29.9M | first report | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 78,402 | US$28M | first report | Jun 30, 2026 |
| Mission Produce, Inc. | 1.05M | US$12.3M | first report | Jun 30, 2026 |
| Amazon.com, Inc. | 43,840 | US$10.4M | first report | Jun 30, 2026 |
| Costco Wholesale Corporation | 10,041 | US$9.39M | first report | Jun 30, 2026 |
| Marriott International | 15,918 | US$5.9M | first report | Jun 30, 2026 |
| Blackrock, Inc. | 4,890 | US$4.7M | first report | Jun 30, 2026 |
| Cvs Health Corporation | 42,600 | US$4.41M | first report | Jun 30, 2026 |
| Salesforce, Inc. | 27,484 | US$4.31M | first report | Jun 30, 2026 |
| Tjx Companies, Inc. (the) | 21,337 | US$3.23M | first report | Jun 30, 2026 |