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Asset Manager ← All Institutions

Platform Wealth Management, LLC

Q2 2026 · Filed 2026-08-11
Market Value
$273M
Holdings
57
New Purchases
57
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
66.2%
Turnover
100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 15 $86M 31.4%
Large Cap 33 $160M 58.5%
Mid Cap 7 $15M 5.4%
Small Cap 2 $13M 4.8%

Portfolio Analytics

Avg Market Cap
$633.2B
Median Market Cap
$58.8B
Avg P/E
38.4
Median P/E
21.8
Avg Dividend Yield
0.02%
Avg Beta
0.89
# Stocks
34
# ETFs / Funds
23

Top Holdings (57 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DFAC 17.78% 1,095,516 $49M $44.36 — +1,095,516 — NEW
2 AAPL 10.96% 103,471 $30M $289.36 — +103,471 — NEW
3 AVUV 5.83% 127,675 $16M $124.76 — +127,675 — NEW
4 GOOGL 5.27% 40,323 $14M $357.37 — +40,323 — NEW
5 DFAU 5.12% 270,773 $14M $51.69 — +270,773 — NEW
6 GOOG 4.98% 38,514 $14M $353.33 — +38,514 — NEW
7 AVO 4.51% 1,045,703 $12M $11.79 — +1,045,703 — NEW
8 DFAI 4.45% 295,064 $12M $41.25 — +295,064 — NEW
9 AMZN 3.82% 43,840 $10M $238.34 — +43,840 — NEW
10 COST 3.44% 10,041 $9M $935.47 — +10,041 — NEW
11 MAR 2.16% 15,918 $6M $370.59 — +15,918 — NEW
12 DFGR 2.14% 201,799 $6M $28.97 — +201,799 — NEW
13 DFAT 2.13% 83,404 $6M $69.90 — +83,404 — NEW
14 DFAX 1.86% 137,892 $5M $36.84 — +137,892 — NEW
15 BLK 1.72% 4,890 $5M $961.56 — +4,890 — NEW
16 DFUV 1.61% 80,137 $4M $55.01 — +80,137 — NEW
17 CVS 1.61% 42,600 $4M $103.45 — +42,600 — NEW
18 CRM 1.58% 27,484 $4M $156.66 — +27,484 — NEW
19 DFEM 1.57% 105,365 $4M $40.64 — +105,365 — NEW
20 DFUS 1.54% 51,470 $4M $81.94 — +51,470 — NEW
21 AVDV 1.52% 40,373 $4M $103.05 — +40,373 — NEW
22 TJX 1.18% 21,337 $3M $151.50 — +21,337 — NEW
23 DFAE 1.14% 77,268 $3M $40.21 — +77,268 — NEW
24 JPM 1.03% 8,613 $3M $327.31 — +8,613 — NEW
25 DFNM 1.01% 57,058 $3M $48.33 — +57,058 — NEW
26 DFIV 0.90% 45,467 $2M $54.02 — +45,467 — NEW
27 CME 0.77% 9,566 $2M $220.83 — +9,566 — NEW
28 ACN 0.77% 16,975 $2M $124.44 — +16,975 — NEW
29 AVUS 0.72% 15,279 $2M $128.08 — +15,279 — NEW
30 NKE 0.62% 41,235 $2M $41.05 — +41,235 — NEW
31 FI 0.53% 29,567 $1M $49.05 — +29,567 — NEW
32 DFIC 0.51% 37,362 $1M $37.26 — +37,362 — NEW
33 SBUX 0.51% 13,563 $1M $102.19 — +13,563 — NEW
34 EA 0.37% 4,938 $1M $205.04 — +4,938 — NEW
35 PEP 0.35% 7,042 $953K $135.40 — +7,042 — NEW
36 PG 0.35% 6,466 $948K $146.64 — +6,466 — NEW
37 IXUS 0.31% 8,980 $857K $95.44 — +8,980 — NEW
38 VOO 0.30% 1,210 $831K $686.59 — +1,210 — NEW
39 BRK-A 0.27% 1 $749K $748,850.00 — +1 — NEW
40 DFSD 0.25% 14,201 $678K $47.75 — +14,201 — NEW
41 CWBC 0.24% 24,791 $666K $26.86 — +24,791 — NEW
42 JNJ 0.23% 2,514 $639K $254.02 — +2,514 — NEW
43 MSFT 0.22% 1,581 $590K $373.12 — +1,581 — NEW
44 DISV 0.20% 13,430 $539K $40.13 — +13,430 — NEW
45 DE 0.17% 750 $476K $634.33 — +750 — NEW
46 AVGO 0.17% 1,205 $455K $377.75 — +1,205 — NEW
47 MCD 0.16% 1,639 $443K $270.38 — +1,639 — NEW
48 AON 0.15% 1,215 $403K $331.69 — +1,215 — NEW
49 DFSV 0.13% 9,332 $362K $38.79 — +9,332 — NEW
50 ABBV 0.13% 1,409 $355K $251.64 — +1,409 — NEW
51 NVDA 0.11% 1,528 $306K $200.10 — +1,528 — NEW
52 GLW 0.11% 1,165 $298K $255.43 — +1,165 — NEW
53 VLUE 0.11% 1,441 $288K $199.81 — +1,441 — NEW
54 IVLU 0.10% 6,807 $285K $41.82 — +6,807 — NEW
55 BRK-B 0.10% 561 $281K $500.39 — +561 — NEW
56 PEG 0.08% 2,845 $231K $81.16 — +2,845 — NEW
57 LOW 0.08% 1,000 $220K $220.49 — +1,000 — NEW

New Positions

SymbolValue% Port
DFAC $49M 17.78%
AAPL $30M 10.96%
AVUV $16M 5.83%
GOOGL $14M 5.27%
DFAU $14M 5.12%
GOOG $14M 4.98%
AVO $12M 4.51%
DFAI $12M 4.45%
AMZN $10M 3.82%
COST $9M 3.44%
MAR $6M 2.16%
DFGR $6M 2.14%
DFAT $6M 2.13%
DFAX $5M 1.86%
BLK $5M 1.72%
View SEC EDGAR Filings for Platform Wealth Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms