CIK 2110622
Platform Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
60
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 60
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 1.0M | $1M+ | SH |
| AAPL | APPLE INC | 108K | $1M+ | SH |
| GOOGL | ALPHABET INC | 40K | $1M+ | SH |
| GOOG | ALPHABET INC | 40K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 120K | $1M+ | SH |
| AVO | MISSION PRODUCE INC | 1.0M | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 228K | $1M+ | SH |
| AMZN | AMAZON COM INC | 46K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 272K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 10K | $1M+ | SH |
| CRM | SALESFORCE INC | 27K | $1M+ | SH |
| BLK | BLACKROCK INC | 5K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 194K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 16K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 84K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 150K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 17K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 57K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 39K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 105K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 43K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 71K | $1M+ | SH |
| TJX | TJX COS INC NEW | 21K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 9K | $1M+ | SH |
| NKE | NIKE INC | 41K | $1M+ | SH |
| CME | CME GROUP INC | 10K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 76K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 47K | $1M+ | SH |
| FISV | FISERV INC | 30K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 12K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 29K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 14K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 33K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 23K | $1M+ | SH |
| PEP | PEPSICO INC | 7K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| IXUS | ISHARES TR | 10K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| PYPL | PAYPAL HLDGS INC | 11K | $500K+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| CWBC | COMMUNITY WEST BANCSHARES NE | 25K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW | 17K | $100K–$500K | SH |
| AON | AON PLC | 1K | $100K–$500K | SH |
| DFSV | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| DE | DEERE & CO | 757 | $100K–$500K | SH |