Platform Wealth Management, LLC
CIK 2110622 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $273.3M
- Posiciones
- 57
- A fecha de
- 30 de junio de 2026
#5 456 de 9 443 por valor de 13F · top 57.8%
Valor de cartera interanual: +8.2% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 66,16%
- Peso de las 25 principales tenencias
- 89,97%
- Posiciones superiores al 1%
- 25
- Número efectivo de posiciones
- 15,1
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 1,78% Est. compras $11 360 472 · ventas $4 674 726
- Nuevas posiciones
- 3
- Aumentado
- 13
- Disminuido
- 29
- Cerrada
- 0
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
Desglose por sector
Technology
13,8%
Communication Services
10,6%
Retail
8,5%
Consumer Staples
4,9%
Consumer Discretionary
3,4%
Financial Services
3,0%
Healthcare
2,0%
Financials
1,4%
Consumer products
0,3%
Industrials
0,3%
Utilities
0,1%
Otro/No mapeado
51,6%
Cartera completa 57 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $48 597 106 | 17,78% | 1 095 516 | $7 721 084 | |||
| AAPL Apple Inc. - Common Stock | $29 940 507 | 10,96% | 103 471 | $710 554 | |||
| AVUV | $15 928 778 | 5,83% | 127 675 | $3 738 396 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $14 410 231 | 5,27% | 40 323 | $1 775 673 | |||
| DFAU | $13 996 241 | 5,12% | 270 773 | $3 324 627 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $13 608 152 | 4,98% | 38 514 | $1 064 625 | |||
| AVO Mission Produce, Inc. - Common Stock | $12 328 838 | 4,51% | 1 045 703 | $198 683 | |||
| DFAI | $12 171 372 | 4,45% | 295 064 | $1 800 581 | |||
| AMZN Amazon.com, Inc. - Common Stock | $10 448 826 | 3,82% | 43 840 | $-125 038 | |||
| COST Costco Wholesale Corporation - Common Stock | $9 393 054 | 3,44% | 10 041 | $559 243 | |||
| MAR Marriott International - Class A Common Stock | $5 899 052 | 2,16% | 15 918 | $791 571 | |||
| DFGR | $5 846 104 | 2,14% | 201 799 | $733 370 | |||
| DFAT | $5 829 942 | 2,13% | 83 404 | $821 344 | |||
| DFAX | $5 079 929 | 1,86% | 137 892 | $171 224 | |||
| BLK BlackRock, Inc. Common Stock | $4 702 028 | 1,72% | 4 890 | $-735 299 | |||
| DFUV | $4 408 331 | 1,61% | 80 137 | $1 087 560 | |||
| CVS CVS Health Corporation Common Stock | $4 406 970 | 1,61% | 42 600 | $1 026 234 | |||
| CRM Salesforce, Inc. Common Stock | $4 305 643 | 1,58% | 27 484 | $-2 977 528 | |||
| DFEM | $4 282 037 | 1,57% | 105 365 | $811 921 | |||
| DFUS | $4 217 452 | 1,54% | 51 470 | $-16 765 | |||
| AVDV | $4 160 409 | 1,52% | 40 373 | $468 454 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $3 232 556 | 1,18% | 21 337 | $-45 021 | |||
| DFAE | $3 106 946 | 1,14% | 77 268 | $617 100 | |||
| JPM JP Morgan Chase & Co. Common Stock | $2 819 153 | 1,03% | 8 613 | $17 318 | |||
| DFNM | $2 757 879 | 1,01% | 57 058 | $1 380 743 | |||
| DFIV | $2 456 123 | 0,90% | 45 467 | $128 490 | |||
| CME CME Group Inc. - Class A Common Stock | $2 112 460 | 0,77% | 9 566 | $-499 823 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $2 112 369 | 0,77% | 16 975 | $-2 442 024 | |||
| AVUS | $1 956 934 | 0,72% | 15 279 | $561 361 | |||
| NKE Nike, Inc. Common Stock | $1 692 697 | 0,62% | 41 235 | $-934 385 | |||
| FISV Fiserv, Inc. - Common Stock | $1 450 261 | 0,53% | 29 567 | $-535 754 | |||
| DFIC | $1 392 108 | 0,51% | 37 362 | $247 726 | |||
| SBUX Starbucks Corporation - Common Stock | $1 386 003 | 0,51% | 13 563 | $216 505 | |||
| EA Electronic Arts Inc. - Common Stock | $1 012 488 | 0,37% | 4 938 | Subir ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $953 487 | 0,35% | 7 042 | $-58 473 | |||
| PG Procter & Gamble Company (The) Common Stock | $948 174 | 0,35% | 6 466 | $19 382 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $857 051 | 0,31% | 8 980 | $48 400 | |||
| VOO | $830 769 | 0,30% | 1 210 | $86 203 | |||
| BRKA | $748 850 | 0,27% | 1 | $-5 950 | |||
| DFSD | $678 075 | 0,25% | 14 201 | $-412 883 | |||
| CWBC Community West Bancshares - Common Stock | $665 886 | 0,24% | 24 791 | $108 088 | |||
| JNJ Johnson & Johnson Common Stock | $638 595 | 0,23% | 2 514 | $117 572 | |||
| MSFT Microsoft Corporation - Common Stock | $589 907 | 0,22% | 1 581 | $-187 971 | |||
| DISV | $538 946 | 0,20% | 13 430 | $-66 812 | |||
| DE Deere & Company Common Stock | $475 748 | 0,17% | 750 | $123 312 | |||
| AVGO Broadcom Inc. - Common Stock | $455 189 | 0,17% | 1 205 | $-65 692 | |||
| MCD McDonald's Corporation Common Stock | $443 154 | 0,16% | 1 639 | $-64 935 | |||
| AON Aon plc Class A Ordinary Shares (Ireland) | $403 003 | 0,15% | 1 215 | $-26 805 | |||
| DFSV | $361 988 | 0,13% | 9 332 | $5 033 | |||
| ABBV AbbVie Inc. Common Stock | $354 561 | 0,13% | 1 409 | $32 619 | |||
| NVDA NVIDIA Corporation - Common Stock | $305 752 | 0,11% | 1 528 | $6 046 | |||
| GLW Corning Incorporated Common Stock | $297 574 | 0,11% | 1 165 | Subir ×1 | |||
| VLUE | $287 926 | 0,11% | 1 441 | Subir ×1 | |||
| IVLU | $284 669 | 0,10% | 6 807 | $-25 020 | |||
| BRKB | $280 719 | 0,10% | 561 | $-15 342 | |||
| PEG Public Service Enterprise Group Incorporated Common Stock | $230 900 | 0,08% | 2 845 | $2 446 | |||
| LOW Lowe's Companies, Inc. Common Stock | $220 490 | 0,08% | 1 000 | $-20 670 | |||
| Sin coincidencias | |||||||
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
| Valor | Valor | Acciones | % de la cartera |
|---|---|---|---|
| EA | $1 012 488 | 4 938 | 0,37% |
| GLW | $297 574 | 1 165 | 0,11% |
| VLUE | $287 926 | 1 441 | 0,11% |
Principales movimientos (trimestre a trimestre)
| Valor | Movimiento | Acciones Δ | Valor Δ |
|---|---|---|---|
| DFAC | Compró más | +63K | +$7.7M |
| AVUV | Compró más | +8K | +$3.7M |
| DFAU | Compró más | +43K | +$3.3M |
| CRM | Reducido | -9 | -$3.0M |
| ACN | Solo movimiento de precio | +0 | -$2.4M |
| DFAI | Compró más | +23K | +$1.8M |
| GOOGL | Reducido | -43 | +$1.8M |
| DFNM | Compró más | +28K | +$1.4M |
| DFUV | Compró más | +9K | +$1.1M |
| GOOG | Reducido | -1K | +$1.1M |