Platform Wealth Management, LLC
- SEC CIK
- 0002110622
- Latest filing
- Aug 10, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 10, 2026. Long positions only.
- Positions
- 57
- No filing for Q1 2026
- Portfolio value
- $273.3M
- No filing for Q1 2026
Platform Wealth Management, LLC did not file a 13F for Q1 2026, 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 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,095,516 | $48.6M | 17.8% | – | – | – |
| AAPLApple Inc. | Stock | 103,471 | $29.9M | 11.0% | – | – | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 127,675 | $15.9M | 5.8% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 40,323 | $14.4M | 5.3% | – | – | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 270,773 | $14.0M | 5.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 38,514 | $13.6M | 5.0% | – | – | History |
| AVOMission Produce, Inc. | COM | 1,045,703 | $12.3M | 4.5% | – | – | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 295,064 | $12.2M | 4.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 43,840 | $10.4M | 3.8% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 10,041 | $9.39M | 3.4% | – | – | History |
| MARMarriott International Inc | Stock | 15,918 | $5.90M | 2.2% | – | – | History |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 201,799 | $5.85M | 2.1% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 83,404 | $5.83M | 2.1% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 137,892 | $5.08M | 1.9% | – | – | – |
| BLKBlackRock, Inc. | Stock | 4,890 | $4.70M | 1.7% | – | – | History |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 80,137 | $4.41M | 1.6% | – | – | – |
| CVSCVS Health Corp | Stock | 42,600 | $4.41M | 1.6% | – | – | History |
| CRMSalesforce, Inc. | Stock | 27,484 | $4.31M | 1.6% | – | – | History |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 105,365 | $4.28M | 1.6% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 51,470 | $4.22M | 1.5% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 40,373 | $4.16M | 1.5% | – | – | – |
| TJXTJX Companies Inc | Stock | 21,337 | $3.23M | 1.2% | – | – | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 77,268 | $3.11M | 1.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 8,613 | $2.82M | 1.0% | – | – | History |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 57,058 | $2.76M | 1.0% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 45,467 | $2.46M | 0.9% | – | – | – |
| CMECME Group Inc. | COM | 9,566 | $2.11M | 0.8% | – | – | History |
| ACNAccenture plc | Stock | 16,975 | $2.11M | 0.8% | – | – | History |
| American Centy ETF Tr025072885 | US EQT ETF | 15,279 | $1.96M | 0.7% | – | – | – |
| NKENIKE, Inc. | Stock | 41,235 | $1.69M | 0.6% | – | – | History |
| FISVFiserv Inc | Stock | 29,567 | $1.45M | 0.5% | – | – | History |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 37,362 | $1.39M | 0.5% | – | – | – |
| SBUXStarbucks Corp | Stock | 13,563 | $1.39M | 0.5% | – | – | History |
| EAElectronic Arts Inc. | COM | 4,938 | $1.01M | 0.4% | – | – | History |
| PEPPepsiCo Inc | Stock | 7,042 | $953.5K | 0.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 6,466 | $948.2K | 0.3% | – | – | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 8,980 | $857.1K | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,210 | $830.8K | 0.3% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $748.9K | 0.3% | – | – | History |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 14,201 | $678.1K | 0.2% | – | – | – |
| CWBCCommunity West Bancshares | COM | 24,791 | $665.9K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 2,514 | $638.6K | 0.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 1,581 | $589.9K | 0.2% | – | – | History |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 13,430 | $538.9K | 0.2% | – | – | – |
| DEDeere & Co | Stock | 750 | $475.7K | 0.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 1,205 | $455.2K | 0.2% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,639 | $443.2K | 0.2% | – | – | History |
| AONAon plc | CL A | 1,215 | $403.0K | 0.1% | – | – | History |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 9,332 | $362.0K | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,409 | $354.6K | 0.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,528 | $305.8K | 0.1% | – | – | History |
| GLWCorning Inc | COM | 1,165 | $297.6K | 0.1% | – | – | History |
| iShares Tr46432F388 | MSCI USA VALUE | 1,441 | $287.9K | 0.1% | – | – | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 6,807 | $284.7K | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 561 | $280.7K | 0.1% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 2,845 | $230.9K | 0.1% | – | – | History |
| LOWLowes Companies Inc | Stock | 1,000 | $220.5K | 0.1% | – | – | History |