Platform Wealth Management, LLC
Filing Date
Dec 31, 2025
Global Rank
#3,786
/ 8,420
Top Industry
Consumer Electronics
27.0%
3Y Alpha vs SPY
-14.6%
Period ended 6 months ago
Filed Feb 11, 2026 · 4mo
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+4.9%
SPY
+9.1%
Annualised alpha
-14.6%
Max drawdown
−7.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
35 positions · as of Dec 31, 2025Top Position
26.6%
of portfolio value
Top 5
61.1%
of portfolio value
Top 10
82.2%
of portfolio value
HHI
1,139
Diversified
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.8% | $88,046,130 |
| Consumer Cyclical | 20.6% | $47,927,355 |
| Consumer Defensive | 14.5% | $33,773,141 |
| Communication Services | 11.0% | $25,677,570 |
| Financial Services | 10.5% | $24,546,835 |
| Healthcare | 3.4% | $7,980,131 |
| Unclassified | 1.8% | $4,096,496 |
| Industrials | 0.3% | $614,051 |
| Utilities | 0.1% | $228,453 |
35 positions ·
$232,890,162 total
· as of Dec 31, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 227,553 | $61,862,558 | 26.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 80,558 | $25,214,654 | 10.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 97,237 | $22,444,244 | 9.64% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 20,842 | $17,972,889 | 7.72% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 56,240 | $14,898,537 | 6.40% | |
| AVO |
Mission Produce, Inc.
Consumer Defensive
|
First | 1,045,703 | $12,130,154 | 5.21% | |
| BLK |
BlackRock, Inc.
Financial Services
|
First | 10,136 | $10,848,966 | 4.66% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
First | 32,926 | $10,214,962 | 4.39% | |
| ACN |
Accenture plc
Technology
|
First | 33,880 | $9,090,003 | 3.90% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
First | 86,350 | $6,852,736 | 2.94% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
First | 43,502 | $6,682,341 | 2.87% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
First | 86,850 | $5,533,212 | 2.38% | |
| CME |
Cme Group Inc.
Financial Services
|
First | 19,131 | $5,224,293 | 2.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 16,165 | $5,208,685 | 2.24% | |
| FISV |
Fiserv Inc
|
First | 60,987 | $4,096,496 | 1.76% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
First | 27,354 | $2,303,479 | 0.99% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 13,998 | $2,008,992 | 0.86% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 11,591 | $1,661,106 | 0.71% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
First | 24,948 | $1,456,463 | 0.63% | |
| MSFT |
Microsoft Corp
Technology
|
First | 2,842 | $1,374,447 | 0.59% | |
| CWBC |
Community West Bancshares
Financial Services
|
First | 24,791 | $557,797 | 0.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 2,518 | $521,100 | 0.22% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 1,505 | $520,880 | 0.22% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 1,662 | $507,957 | 0.22% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 989 | $497,119 | 0.21% | |
| CMCSA |
Comcast Corp
Communication Services
|
First | 16,525 | $462,916 | 0.20% | |
| AON |
Aon plc
Financial Services
|
First | 1,218 | $429,807 | 0.18% | |
| DE |
Deere & Co
Industrials
|
First | 757 | $352,436 | 0.15% | |
| V |
Visa Inc.
Financial Services
|
First | 923 | $323,705 | 0.14% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 1,409 | $321,942 | 0.14% | |
| NVDA |
Nvidia Corp
Technology
|
First | 1,607 | $299,705 | 0.13% | |
| ZTS |
Zoetis Inc.
Healthcare
|
First | 2,260 | $284,353 | 0.12% | |
| HON |
Honeywell International Inc
Industrials
|
First | 1,341 | $261,615 | 0.11% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
First | 1,000 | $241,160 | 0.10% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
First | 2,845 | $228,453 | 0.10% |