Platform Wealth Management, LLC
- SEC CIK
- 0002110622
- Latest filing
- Aug 10, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only.
- Positions
- 60
- No filing for Q3 2025
- Portfolio value
- $376.1M
- No filing for Q3 2025
Platform Wealth Management, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 227,553 | $61.9M | 16.4% | – | – | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,032,484 | $40.9M | 10.9% | – | – | – |
| GOOGAlphabet Inc. | Stock | 82,118 | $25.8M | 6.9% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 80,558 | $25.1M | 6.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 97,237 | $22.4M | 6.0% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 20,842 | $18.0M | 4.8% | – | – | History |
| CRMSalesforce, Inc. | Stock | 56,240 | $14.9M | 4.0% | – | – | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 119,537 | $12.2M | 3.2% | – | – | – |
| AVOMission Produce, Inc. | COM | 1,045,703 | $12.1M | 3.2% | – | – | History |
| BLKBlackRock, Inc. | Stock | 10,136 | $10.8M | 2.9% | – | – | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 228,026 | $10.7M | 2.8% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 272,128 | $10.4M | 2.8% | – | – | – |
| MARMarriott International Inc | Stock | 32,926 | $10.2M | 2.7% | – | – | History |
| ACNAccenture plc | Stock | 33,880 | $9.09M | 2.4% | – | – | History |
| CVSCVS Health Corp | Stock | 86,350 | $6.85M | 1.8% | – | – | History |
| TJXTJX Companies Inc | Stock | 43,502 | $6.68M | 1.8% | – | – | History |
| NKENIKE, Inc. | Stock | 86,850 | $5.53M | 1.5% | – | – | History |
| CMECME Group Inc. | COM | 19,131 | $5.22M | 1.4% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 16,165 | $5.21M | 1.4% | – | – | History |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 193,518 | $5.11M | 1.4% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 84,122 | $5.01M | 1.3% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 149,976 | $4.91M | 1.3% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 57,088 | $4.23M | 1.1% | – | – | – |
| FISVFiserv Inc | Stock | 60,987 | $4.10M | 1.1% | – | – | History |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 39,289 | $3.69M | 1.0% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 104,901 | $3.47M | 0.9% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 71,276 | $3.32M | 0.9% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 76,446 | $2.49M | 0.7% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 46,646 | $2.33M | 0.6% | – | – | – |
| SBUXStarbucks Corp | Stock | 27,354 | $2.30M | 0.6% | – | – | History |
| PEPPepsiCo Inc | Stock | 13,998 | $2.01M | 0.5% | – | – | History |
| PGProcter & Gamble Co | Stock | 11,591 | $1.66M | 0.4% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 24,948 | $1.46M | 0.4% | – | – | History |
| American Centy ETF Tr025072885 | US EQT ETF | 12,485 | $1.40M | 0.4% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 28,589 | $1.38M | 0.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,842 | $1.37M | 0.4% | – | – | History |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 33,209 | $1.14M | 0.3% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 22,752 | $1.09M | 0.3% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 9,554 | $808.7K | 0.2% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $754.8K | 0.2% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,187 | $744.6K | 0.2% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 15,941 | $605.8K | 0.2% | – | – | – |
| CWBCCommunity West Bancshares | COM | 24,791 | $557.8K | 0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 2,518 | $521.0K | 0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 1,505 | $520.9K | 0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,662 | $508.1K | 0.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 989 | $497.0K | 0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 16,525 | $493.9K | 0.1% | – | – | History |
| AONAon plc | CL A | 1,218 | $429.8K | 0.1% | – | – | History |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 10,853 | $357.0K | 0.1% | – | – | – |
| DEDeere & Co | Stock | 757 | $352.4K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 923 | $323.7K | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,409 | $321.9K | 0.1% | – | – | History |
| iShares Tr46435G409 | MSCI INTL VLU FT | 8,139 | $309.7K | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,607 | $299.7K | 0.1% | – | – | History |
| ZTSZoetis Inc. | Stock | 2,260 | $284.4K | 0.1% | – | – | History |
| HONHoneywell International Inc | COM | 1,341 | $261.6K | 0.1% | – | – | History |
| LOWLowes Companies Inc | Stock | 1,000 | $241.2K | 0.1% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 2,845 | $228.5K | 0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V639 | AI AND NEXT GEN | 1,875 | $208.1K | 0.1% | – | – | – |