Entity Type
Company
Filer Snapshot
Platform Wealth Management, LLC
CIK 0002110622. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total Filings
1
Latest Filing
11 Feb 2026
Industry
n/a
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Best next click
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- Open 13F if you want portfolio holdings.
- Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Form 13F
View Source Filing
13F-HR filed on 11 Feb 2026 for CIK 0002110622.
- Business address
- 6510 S Millrock Dr, Suite 415, Holladay, UT, 84121
- Top securities (13F)
- AAPL, DFAC, GOOG, GOOGL, AMZN, COST, CRM, AVUV, AVO, BLK, DFAU, DFAI, MAR, ACN, CVS, TJX, NKE, CME, JPM, and DFGR
- State of incorporation
- UT
- Fiscal year end
- 31 December
Filer intelligence
What SEC filings say about Platform Wealth Management, LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $375.87M across 60 reported holdings for Q4 2025.
- Largest parsed 13F holding: AAPL at $61.86M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Latest update
What changed recently for Platform Wealth Management, LLC
Latest 13F period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
11 Feb 2026
Page type
Filer profile
Latest period
Q4 2025
Institutional portfolio context was refreshed from a 13F filing filed on 11 Feb 2026.
Benchmark Context
Benchmark context for this company
Platform Wealth Management, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
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Why this is notable
Latest 13F period: Q4 2025. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Filer Overview
Platform Wealth Management, LLC has filed 1 SEC EDGAR filings since 11 Feb 2026. Common forms include 13F-HR.
Latest Filings
Recent SEC filings for Platform Wealth Management, LLC with direct links to document and filing folders.
13F-HR
File 028-26192
13F-HR filing
- Filing date
- 11 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
About this filer
Platform Wealth Management, LLC files with the SEC under CIK 0002110622. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.