Long-term investor
Platform Wealth Management, LLC @platformwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002110622).
Record
- Tracked since 2025-12-31 (262 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.5%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 17.8% · long · since 2025-12-31
- AAPL · 11.0% · long · since 2025-12-31
- 025072877 · 5.8% · long · since 2025-12-31
- GOOGL · 5.3% · long · since 2025-12-31
- 25434V104 · 5.1% · long · since 2025-12-31
- 02079K107 · 5.0% · long · since 2025-12-31
- AVO · 4.5% · long · since 2025-12-31
- 25434V203 · 4.5% · long · since 2025-12-31
- AMZN · 3.8% · long · since 2025-12-31
- COST · 3.4% · long · since 2025-12-31
- MAR · 2.2% · long · since 2025-12-31
- 25434V658 · 2.1% · long · since 2025-12-31