13F Filings History of Platform Wealth Management, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$375,870,779
Signature - Title
Tim Monaco - Compliance Consultant
Location
Holladay, UT
Summary
This page shows a list of all the recent 13F filings made by Platform Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Platform Wealth Management, LLC reported 60 stock holdings with total value $375,870,779 as of Q4 2025. Top holdings included AAPL, DFAC, GOOG, GOOGL, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 60 $375,870,779 $0 $0 $0 AAPL, DFAC, GOOG, GOOGL, AMZN 13F-HR 10 Feb 2026, 17:36