Platform Wealth Management, LLC

CIK 0002110622 · Q2 2026

13F Equity AUM

$273.3M

-27.3% QoQ

Positions

-3 QoQ

AUM Rank

#5,308

Top 60%

Skill Alpha (FF)

—

Building track record (1q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 45.0%Top 10: 66.2%Top 20: 84.1%

DFAC17.8%

AAPL11.0%

AVUV5.8%

GOOGL5.3%

DFAU5.1%

GOOG5.0%

AVO4.5%

DFAI4.5%

AMZN3.8%

COST3.4%

Others (47)33.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services55.3%

Technology14.4%

Communication Services10.6%

Consumer Defensive8.6%

Consumer Cyclical8.5%

Other2.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 57Median: 0.72%Avg: 1.75%

0–0.5%

24(4.7%)

0.5–1%

8(5.3%)

1–3%

15(23.8%)

3–5%

5(21.2%)

5%+

5(45.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 57vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New3Increased13Decreased35Exited6

New Positions

EA0.4%

+5K

VLUE0.1%

+1K

GLW0.1%

+1K

Increased

DFAC17.8%

+63K(+6%)

DFAU5.1%

+43K(+19%)

DFNM1.0%

+28K(+100%)

DFAI4.5%

+23K(+8%)

DFUV1.6%

+9K(+12%)

DFGR2.1%

+8K(+4%)

AVUV5.8%

+8K(+7%)

DFIC0.5%

+4K(+13%)

AVUS0.7%

+3K(+22%)

AVDV1.5%

+1K(+3%)

Decreased

AAPL11.0%

-124,082(-55%)

AMZN3.8%

-53,397(-55%)

NKE0.6%

-45,615(-53%)

CVS1.6%

-43,750(-51%)

GOOG5.0%

-43,604(-53%)

GOOGL5.3%

-40,235(-50%)

FISV0.5%

-31,420(-52%)

CRM1.6%

-28,756(-51%)

TJX1.2%

-22,165(-51%)

MAR2.2%

-17,008(-52%)

Exited

PYPL

-24,948

CMCSA

-16,525

-923

ZTS

-2,260

HON

-1,341

IGPT

-1,875

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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