Platform Wealth Management, LLC
Platform Wealth Management, LLC reported 57 positions worth $273.3M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: DFAC (17.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $48.6M | 17.78% | 1,095,516 | — | — | |
| ▸ 2 | AAPL | SH | $29.9M | 10.96% | 103,471 | — | — | |
| ▸ 3 | AVUV | SH | $15.9M | 5.83% | 127,675 | — | — | |
| ▸ 4 | GOOGL | SH | $14.4M | 5.27% | 40,323 | — | — | |
| ▸ 5 | DFAU | SH | $14.0M | 5.12% | 270,773 | — | — | |
| ▸ 6 | GOOG | SH | $13.6M | 4.98% | 38,514 | — | — | |
| ▸ 7 | AVO | SH | $12.3M | 4.51% | 1,045,703 | — | — | |
| ▸ 8 | DFAI | SH | $12.2M | 4.45% | 295,064 | — | — | |
| ▸ 9 | AMZN | SH | $10.4M | 3.82% | 43,840 | — | — | |
| ▸ 10 | COST | SH | $9.4M | 3.44% | 10,041 | — | — |
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Frequently Asked Questions
What stocks does Platform Wealth Management, LLC hold as of Q2 2026?
Platform Wealth Management, LLC reported 57 positions worth $273.3M in its Q2 2026 13F filing. Largest positions: DFAC (17.8%), AAPL (11.0%), AVUV (5.8%), GOOGL (5.3%) and DFAU (5.1%).
What did Platform Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Platform Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.