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CIK: 0002110622
Total reported value
$273.3M
$273.3M
60 檔
64.4%
At the close of Q4 2025, Platform Wealth Management, LLC disclosed equity holdings valued at approximately $273.3M, spread across 60 reported holdings.
During Q4 2025, Platform Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 16.45% | -5.49% | — | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.87% | +6.91% | — | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.85% | -1.87% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.68% | -1.41% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.97% | -2.15% | — | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.78% | -1.34% | — | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 3.96% | -2.38% | — | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.24% | +2.59% | — | |
| 9 | AVO | Mission Produce Inc | Stock-Other | 3.23% | +1.28% | — | |
| 10 | BLK | Blackrock Inc | Stock-Financials | 2.88% | -1.16% | — | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.84% | +2.28% | — | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 2.76% | +1.69% | — | |
| 13 | MAR | Marriott International -cl A | Stock-Consumer Disc | 2.72% | -0.56% | — | |
| 14 | ACN | Accenture plc | Stock-Tech | 2.42% | -1.65% | — | |
| 15 | CVS | Cvs Health CORP | Stock-Healthcare | 1.82% | -0.21% | — | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.78% | -0.60% | — | |
| 17 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.47% | -0.85% | — | |
| 18 | CME | Cme Group Inc | Stock-Financials | 1.39% | -0.62% | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.35% | — | |
| 20 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.36% | +0.78% | — | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 1.33% | +0.80% | — | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.31% | +0.55% | — | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.13% | +0.41% | — | |
| 24 | FISV | Fiserv Inc | Stock-Other | 1.09% | -0.56% | — | |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.98% | +0.54% | — | |
| 26 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.92% | +0.65% | — | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.88% | +0.73% | — | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.66% | +0.48% | — | |
| 29 | DFIV | Dimensional International Va | ETF-Other | 0.62% | +0.28% | — | |
| 30 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.61% | -0.10% | — | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.53% | -0.18% | — | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.09% | — | |
| 33 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.39% | -0.39% | EXIT | |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.37% | +0.35% | — | |
| 35 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.37% | +0.64% | — | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.15% | — | |
| 37 | DFIC | Dimensional International Co | ETF-Other | 0.30% | +0.21% | — | |
| 38 | DFSD | Dimensional Short Duration | ETF-Other | 0.29% | -0.04% | — | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.22% | +0.09% | — | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.20% | +0.07% | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.10% | — | |
| 42 | DISV | Dimensional International Sm | ETF-Other | 0.16% | +0.04% | — | |
| 43 | CWBC | Community West Bancshares | Stock-Other | 0.15% | +0.09% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | +0.09% | — | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | +0.03% | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.14% | +0.02% | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | -0.03% | — | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.13% | -0.13% | EXIT | |
| 49 | AON | Aon plc | Stock-Financials | 0.11% | +0.04% | — | |
| 50 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.09% | +0.04% | — |
According to official SEC Form 13F filings, Platform Wealth Management, LLC reported a total U.S. public equity portfolio value of $273.3M across 60 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, DFAC, GOOG) accounted for 64.4% of total reported equity market value during Q4 2025.
During Q4 2025, Platform Wealth Management, LLC's top holdings by market value included AAPL (16.4%)、DFAC (10.9%)、GOOG (6.8%). The largest single position, AAPL, represented 16.4% of total portfolio value.
In Q4 2025, Platform Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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