Platform Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Holladay, UT
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$273,300
Net value change ($000)
—
New positions
57
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 48,597 —
AAPL 29,941 —
AVUV 15,929 —
GOOGL 14,410 —
DFAU 13,996 —
GOOGL 13,608 —
AVO 12,329 —
DFAI 12,171 —
AMZN 10,449 —
COST 9,393 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type