Platform Wealth Management, LLC
Platform Wealth Management, LLC reported 57 US-listed holdings worth $273.3 million in its 13F for the quarter ended 30 June 2026, filed 11 August 2026. Its largest: Dimensional ETF Trust (17.8%), Apple Inc. (11.0%) and American Centy ETF Trust (5.8%).
Reported holdings$273.3M
Positions57
The largest ten66.2%of its reported holdings
Latest 13FQ2 2026filed 11 August 2026
The 14 largest of its 57 positions, each sized by its share of the reported holdings.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Dimensional ETF Trust DFAC | 1.1M | $48.6 million | 17.78% | |
| Apple Inc. AAPL | 103.5K | $29.9 million | 10.96% | |
| American Centy ETF Trust AVUV | 127.7K | $15.9 million | 5.83% | |
| Alphabet Inc. GOOGL | 40.3K | $14.4 million | 5.27% | |
| Dimensional ETF Trust DFAU | 270.8K | $14.0 million | 5.12% | |
| Alphabet Inc. GOOG | 38.5K | $13.6 million | 4.98% | |
| Mission Produce Inc. AVO | 1.0M | $12.3 million | 4.51% | |
| Dimensional ETF Trust DFAI | 295.1K | $12.2 million | 4.45% | |
| Amazon.com Inc. AMZN | 43.8K | $10.4 million | 3.82% | |
| Costco Wholesale Corp. COST | 10.0K | $9.4 million | 3.44% | |
| Marriott International Inc. MAR | 15.9K | $5.9 million | 2.16% | |
| Dimensional ETF Trust DFGR | 201.8K | $5.8 million | 2.14% | |
| Dimensional ETF Trust DFAT | 83.4K | $5.8 million | 2.13% | |
| Dimensional ETF Trust DFAX | 137.9K | $5.1 million | 1.86% | |
| BlackRock, Inc. BLK | 4.9K | $4.7 million | 1.72% | |
| Dimensional ETF Trust DFUV | 80.1K | $4.4 million | 1.61% | |
| CVS Health Corp. CVS | 42.6K | $4.4 million | 1.61% | |
| Salesforce, Inc. CRM | 27.5K | $4.3 million | 1.58% | |
| Dimensional ETF Trust DFEM | 105.4K | $4.3 million | 1.57% | |
| Dimensional ETF Trust DFUS | 51.5K | $4.2 million | 1.54% | |
| American Century ETF Trust AVDV | 40.4K | $4.2 million | 1.52% | |
| TJX Companies Inc. TJX | 21.3K | $3.2 million | 1.18% | |
| Dimensional ETF Trust DFAE | 77.3K | $3.1 million | 1.14% | |
| JPMorgan Chase & Co. JPM | 8.6K | $2.8 million | 1.03% | |
| Dimensional ETF Trust DFNM | 57.1K | $2.8 million | 1.01% | |
| Dimensional ETF Trust DFIV | 45.5K | $2.5 million | 0.90% | |
| CME Group Inc. CME | 9.6K | $2.1 million | 0.77% | |
| Accenture plc ACN | 17.0K | $2.1 million | 0.77% | |
| American Centy ETF Trust AVUS | 15.3K | $2.0 million | 0.72% | |
| Nike, Inc. NKE | 41.2K | $1.7 million | 0.62% | |
| Fiserv Inc. FISV | 29.6K | $1.5 million | 0.53% | |
| Dimensional ETF Trust DFIC | 37.4K | $1.4 million | 0.51% | |
| Starbucks Corp. SBUX | 13.6K | $1.4 million | 0.51% | |
| Electronic Arts Inc EA | 4.9K | $1.0 million | 0.37% | |
| PepsiCo Inc. PEP | 7.0K | $953,487 | 0.35% | |
| Procter & Gamble Co. PG | 6.5K | $948,174 | 0.35% | |
| iShares Trust IXUS | 9.0K | $857,051 | 0.31% | |
| Vanguard S&P 500 VOO | 1.2K | $830,769 | 0.30% | |
| Berkshire Hathaway Inc. Del | 1 | $748,850 | 0.27% | |
| Dimensional ETF Trust DFSD | 14.2K | $678,075 | 0.25% | |
| Community West Bancshares Ne CWBC | 24.8K | $665,886 | 0.24% | |
| Johnson & Johnson JNJ | 2.5K | $638,595 | 0.23% | |
| Microsoft Corp. MSFT | 1.6K | $589,907 | 0.22% | |
| Dimensional ETF Trust DISV | 13.4K | $538,946 | 0.20% | |
| Deere & Co. DE | 750 | $475,748 | 0.17% | |
| Broadcom Inc. AVGO | 1.2K | $455,189 | 0.17% | |
| McDonald's Corp. MCD | 1.6K | $443,154 | 0.16% | |
| Aon plc AON | 1.2K | $403,003 | 0.15% | |
| Dimensional ETF Trust DFSV | 9.3K | $361,988 | 0.13% | |
| AbbVie Inc. ABBV | 1.4K | $354,561 | 0.13% | |
| NVIDIA Corp. NVDA | 1.5K | $305,752 | 0.11% | |
| Corning Inc. GLW | 1.2K | $297,574 | 0.11% | |
| iShares Trust VLUE | 1.4K | $287,926 | 0.11% | |
| iShares Trust IVLU | 6.8K | $284,669 | 0.10% | |
| Berkshire Hathaway Inc. Class B BRKB | 561 | $280,719 | 0.10% | |
| Public Service Enterprise Group Inc. PEG | 2.8K | $230,900 | 0.08% | |
| Lowe's Companies Inc. LOW | 1.0K | $220,490 | 0.08% |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.