# EDGAR Filing Document

**Accession Number:** 0002110622
**File Stem:** 0002110622-26-000001
**Filing Date:** 2026-2
**Character Count:** 11665
**Document Hash:** 15be5f503b122a59e99865b29cbb285d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002110622-26-000001.hdr.sgml**: 20260211

**ACCESSION NUMBER**: 0002110622-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260211

**DATE AS OF CHANGE**: 20260210

**EFFECTIVENESS DATE**: 20260211

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Platform Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0002110622

**ORGANIZATION NAME:**
- **EIN:** 933637643
- **STATE OF INCORPORATION:** UT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26192
- **FILM NUMBER:** 26617453

**BUSINESS ADDRESS:**
- **STREET 1:** 6510 S MILLROCK DR
- **STREET 2:** SUITE 415
- **CITY:** HOLLADAY
- **STATE:** UT
- **ZIP:** 84121
- **BUSINESS PHONE:** 435-749-9288

**MAIL ADDRESS:**
- **STREET 1:** 6510 S MILLROCK DR
- **STREET 2:** SUITE 415
- **CITY:** HOLLADAY
- **STATE:** UT
- **ZIP:** 84121

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Platform Wealth Management LLC<br>**Address:** 6510 S MILLROCK DR<br>SUITE 415<br>HOLLADAY, UT 84121

**Form 13F File Number:** 028-26192

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Tim Monaco<br>**Title:** Compliance Consultant<br>**Phone:** 7202109510

**Signature, Place, and Date of Signing:**

Tim Monaco  Broomfield, CO  02-10-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 82

**Form 13F Information Table Value Total:** $376078871

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 321942 | 1409 | SH |  | SOLE |  | 0 | 0 | 1409 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 4554393 | 16975 | SH |  | SOLE |  | 0 | 0 | 16975 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 12543527 | 39973 | SH |  | SOLE |  | 0 | 0 | 39973 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 12634558 | 40366 | SH |  | SOLE |  | 0 | 0 | 40366 |
| AMAZON COM INC | COM | 023135106 |  | 10573864 | 45810 | SH |  | SOLE |  | 0 | 0 | 45810 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 12190382 | 119537 | SH |  | SOLE |  | 0 | 0 | 119537 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 1395573 | 12485 | SH |  | SOLE |  | 0 | 0 | 12485 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 3691955 | 39289 | SH |  | SOLE |  | 0 | 0 | 39289 |
| AON PLC | SHS CL A | G0403H108 |  | 429808 | 1218 | SH |  | SOLE |  | 0 | 0 | 1218 |
| APPLE INC | COM | 037833100 |  | 29229953 | 107518 | SH |  | SOLE |  | 0 | 0 | 107518 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 296061 | 589 | SH |  | SOLE |  | 0 | 0 | 589 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 754800 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| BLACKROCK INC | COM | 09290D101 |  | 5437327 | 5080 | SH |  | SOLE |  | 0 | 0 | 5080 |
| BROADCOM INC | COM | 11135F101 |  | 520881 | 1505 | SH |  | SOLE |  | 0 | 0 | 1505 |
| CME GROUP INC | COM | 12572Q105 |  | 2612283 | 9566 | SH |  | SOLE |  | 0 | 0 | 9566 |
| COMMUNITY WEST BANCSHARES NE | COM | 203937107 |  | 557798 | 24791 | SH |  | SOLE |  | 0 | 0 | 24791 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 8833811 | 10244 | SH |  | SOLE |  | 0 | 0 | 10244 |
| CVS HEALTH CORP | COM | 126650100 |  | 3380736 | 42600 | SH |  | SOLE |  | 0 | 0 | 42600 |
| DEERE  CO | COM | 244199105 |  | 352436 | 757 | SH |  | SOLE |  | 0 | 0 | 757 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 10671614 | 228026 | SH |  | SOLE |  | 0 | 0 | 228026 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 10370791 | 272128 | SH |  | SOLE |  | 0 | 0 | 272128 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 2489846 | 76446 | SH |  | SOLE |  | 0 | 0 | 76446 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 4234217 | 57088 | SH |  | SOLE |  | 0 | 0 | 57088 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 40876022 | 1032484 | SH |  | SOLE |  | 2665 | 0 | 1029819 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 5008598 | 84122 | SH |  | SOLE |  | 5816 | 0 | 78306 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 2327633 | 46646 | SH |  | SOLE |  | 0 | 0 | 46646 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 4908705 | 149976 | SH |  | SOLE |  | 2687 | 0 | 147289 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 1090958 | 22752 | SH |  | SOLE |  | 0 | 0 | 22752 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 1377136 | 28589 | SH |  | SOLE |  | 0 | 0 | 28589 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 356955 | 10853 | SH |  | SOLE |  | 0 | 0 | 10853 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 605758 | 15941 | SH |  | SOLE |  | 0 | 0 | 15941 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 1144382 | 33209 | SH |  | SOLE |  | 0 | 0 | 33209 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 3470116 | 104901 | SH |  | SOLE |  | 0 | 0 | 104901 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 3320771 | 71276 | SH |  | SOLE |  | 4385 | 0 | 66891 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 5112734 | 193518 | SH |  | SOLE |  | 86 | 0 | 193432 |
| FISERV INC | COM | 337738108 |  | 1986015 | 29567 | SH |  | SOLE |  | 0 | 0 | 29567 |
| HONEYWELL INTL INC | COM | 438516106 |  | 261616 | 1341 | SH |  | SOLE |  | 0 | 0 | 1341 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 808651 | 9554 | SH |  | SOLE |  | 0 | 0 | 9554 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 |  | 309689 | 8139 | SH |  | SOLE |  | 0 | 0 | 8139 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 521023 | 2518 | SH |  | SOLE |  | 0 | 0 | 2518 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2801835 | 8695 | SH |  | SOLE |  | 0 | 0 | 8695 |
| LOWES COS INC | COM | 548661107 |  | 241160 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 5107481 | 16463 | SH |  | SOLE |  | 0 | 0 | 16463 |
| MCDONALDS CORP | COM | 580135101 |  | 508089 | 1662 | SH |  | SOLE |  | 0 | 0 | 1662 |
| MICROSOFT CORP | COM | 594918104 |  | 777878 | 1608 | SH |  | SOLE |  | 0 | 0 | 1608 |
| MISSION PRODUCE INC | COM | 60510V108 |  | 12130155 | 1045703 | SH |  | SOLE |  | 0 | 0 | 1045703 |
| NIKE INC | CL B | 654106103 |  | 2627082 | 41235 | SH |  | SOLE |  | 0 | 0 | 41235 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 299706 | 1607 | SH |  | SOLE |  | 0 | 0 | 1607 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 642997 | 11014 | SH |  | SOLE |  | 0 | 0 | 11014 |
| PEPSICO INC | COM | 713448108 |  | 1011960 | 7051 | SH |  | SOLE |  | 0 | 0 | 7051 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 928792 | 6481 | SH |  | SOLE |  | 0 | 0 | 6481 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 228454 | 2845 | SH |  | SOLE |  | 0 | 0 | 2845 |
| SALESFORCE INC | COM | 79466L302 |  | 7283171 | 27493 | SH |  | SOLE |  | 0 | 0 | 27493 |
| STARBUCKS CORP | COM | 855244109 |  | 1169498 | 13888 | SH |  | SOLE |  | 0 | 0 | 13888 |
| TJX COS INC NEW | COM | 872540109 |  | 3277577 | 21337 | SH |  | SOLE |  | 0 | 0 | 21337 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 744566 | 1187 | SH |  | SOLE |  | 0 | 0 | 1187 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 4535612 | 16905 | SH |  | DFND |  | 0 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 13225101 | 42145 | SH |  | DFND |  | 0 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 12499579 | 40192 | SH |  | DFND |  | 0 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 11870380 | 51427 | SH |  | DFND |  | 0 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 32632715 | 120035 | SH |  | DFND |  | 0 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 12469 | 25 | SH |  | DFND |  | 0 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 188494 | 375 | SH |  | DFND |  | 0 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 5411639 | 5056 | SH |  | DFND |  | 0 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 2612010 | 9565 | SH |  | DFND |  | 0 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 493932 | 16525 | SH |  | DFND |  | 0 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 9139079 | 10598 | SH |  | DFND |  | 0 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 3472000 | 43750 | SH |  | DFND |  | 0 | 0 | 0 |
| FISERV INC | COM | 337738108 |  | 2109689 | 31420 | SH |  | DFND |  | 0 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | AI AND NEXT GEN | 46137V639 |  | 208092 | 1875 | SH |  | DFND |  | 0 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2406983 | 7470 | SH |  | DFND |  | 0 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 5107481 | 16463 | SH |  | DFND |  | 0 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 596787 | 1234 | SH |  | DFND |  | 0 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 2906132 | 45615 | SH |  | DFND |  | 0 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 813467 | 13934 | SH |  | DFND |  | 0 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 997033 | 6947 | SH |  | DFND |  | 0 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 732314 | 5110 | SH |  | DFND |  | 0 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 7615368 | 28747 | SH |  | DFND |  | 0 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 1133972 | 13466 | SH |  | DFND |  | 0 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 3404766 | 22165 | SH |  | DFND |  | 0 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 323705 | 923 | SH |  | DFND |  | 0 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 284353 | 2260 | SH |  | DFND |  | 0 | 0 | 0 |

---