Skip to main content
Midas Edge

13-F holdings, Q2 2026

Platform Wealth Management, LLC

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$273.3M
Positions
57
Filed
Data as of

These holdings are as of , 132 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

See this manager's Holder IQ and how the book overlaps yours

Free to start, with no card. Holder IQ scores a manager's past record. It describes the past and is not a recommendation to buy or sell anything. Sign up and you can follow this manager: one notice for each new 13-F, naming what changed and which of those positions you hold or watch.

Start freeAlready have an account? Sign in

Top holdings

  1. DFAC$48.6M
    1,095,516 shares17.8% of the book
  2. AAPL$29.9M
    103,471 shares11% of the book
  3. AVUV$15.9M
    127,675 shares5.8% of the book
  4. GOOGL$14.4M
    40,323 shares5.3% of the book
  5. DFAU$14M
    270,773 shares5.1% of the book
  6. GOOG$13.6M
    38,514 shares5% of the book
  7. AVO$12.3M
    1,045,703 shares4.5% of the book
  8. DFAI$12.2M
    295,064 shares4.5% of the book
  9. AMZN$10.4M
    43,840 shares3.8% of the book
  10. COST$9.4M
    10,041 shares3.4% of the book

What changed this quarter

We cannot compare this book with the quarter before it.

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.