Total reported value
$376.1M
Reporting period: 2025-12-31 · Number of holdings: 82
Platform Wealth Management, LLC disclosed 82 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $376.1M and a quarterly turnover rate of 0.0%.
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No holding changes this quarter
Showing top 60 holdings (of 82 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 16.45% | — | — | — |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.87% | — | — | — |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.85% | — | — | — |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.68% | — | — | — |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.97% | — | — | — |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.78% | — | — | — |
| 7 | CRM | Salesforce INC | Stock-Tech | 3.96% | — | — | — |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.24% | — | — | — |
| 9 | AVO | Mission Produce INC | Stock-Other | 3.23% | — | — | — |
| 10 | BLK | Blackrock INC | Stock-Financials | 2.88% | — | — | — |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.84% | — | — | — |
| 12 | DFAI | Dimensional International Co | ETF-Other | 2.76% | — | — | — |
| 13 | MAR | Marriott International -cl A | Stock-Consumer Disc | 2.72% | — | — | — |
| 14 | ACN | Accenture plc | Stock-Tech | 2.42% | — | — | — |
| 15 | CVS | Cvs Health CORP | Stock-Healthcare | 1.82% | — | — | — |
| 16 | TJX | Tjx Companies INC | Stock-Consumer Disc | 1.78% | — | — | — |
| 17 | NKE | Nike INC -cl B | Stock-Consumer Disc | 1.47% | — | — | — |
| 18 | CME | Cme Group INC | Stock-Financials | 1.39% | — | — | — |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | — | — | — |
| 20 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.36% | — | — | — |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 1.33% | — | — | — |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.31% | — | — | — |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.13% | — | — | — |
| 24 | FISV | Fiserv INC | Stock-Other | 1.09% | — | — | — |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.98% | — | — | — |
| 26 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.92% | — | — | — |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.88% | — | — | — |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.66% | — | — | — |
| 29 | DFIV | Dimensional International Va | ETF-Other | 0.62% | — | — | — |
| 30 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.61% | — | — | — |
| 31 | PEP | Pepsico INC | Stock-Consumer Staples | 0.53% | — | — | — |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | — | — | — |
| 33 | PYPL | Paypal Holdings INC | Stock-Financials | 0.39% | — | — | — |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.37% | — | — | — |
| 35 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.37% | — | — | — |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | — | — | — |
| 37 | DFIC | Dimensional International Co | ETF-Other | 0.30% | — | — | — |
| 38 | DFSD | Dimensional Short Duration | ETF-Other | 0.29% | — | — | — |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.22% | — | — | — |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.20% | — | — | — |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | — | — | — |
| 42 | DISV | Dimensional International Sm | ETF-Other | 0.16% | — | — | — |
| 43 | CWBC | Community West Bancshares | Stock-Other | 0.15% | — | — | — |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | — | — | — |
| 45 | AVGO | Broadcom INC | Stock-Tech | 0.14% | — | — | — |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.14% | — | — | — |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | — | — | — |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.13% | — | — | — |
| 49 | AON | Aon plc | Stock-Financials | 0.11% | — | — | — |
| 50 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.09% | — | — | — |
Performance for Q3 2026
+1.3%
Performance Last 4 Quarters
+8.2%
Based on 5 months of available history
Based on 71% of reported portfolio value with available pricing
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Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
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