Holders — by stockHoldings — by fund
Platform Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002110622
$273.3M
disclosed book value
57
positions
17.8%
largest position share
Positions, as of 2026-06-30
top 57 of 57 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 1.1M | $48.6M | 17.8% |
| 2 | AAPLAPPLE INC | 103,471 | $29.9M | 11% |
| 3 | AVUVAMERICAN CENTY ETF TR | 127,675 | $15.9M | 5.8% |
| 4 | GOOGLALPHABET INC | 40,323 | $14.4M | 5.3% |
| 5 | DFAUDIMENSIONAL ETF TRUST | 270,773 | $14.0M | 5.1% |
| 6 | GOOGALPHABET INC | 38,514 | $13.6M | 5% |
| 7 | AVOMISSION PRODUCE INC | 1.0M | $12.3M | 4.5% |
| 8 | DFAIDIMENSIONAL ETF TRUST | 295,064 | $12.2M | 4.5% |
| 9 | AMZNAMAZON COM INC | 43,840 | $10.4M | 3.8% |
| 10 | COSTCOSTCO WHOLESALE CORPORATION | 10,041 | $9.4M | 3.4% |
| 11 | MARMARRIOTT INTL INC NEW | 15,918 | $5.9M | 2.2% |
| 12 | DFGRDIMENSIONAL ETF TRUST | 201,799 | $5.8M | 2.1% |
| 13 | DFATDIMENSIONAL ETF TRUST | 83,404 | $5.8M | 2.1% |
| 14 | DFAXDIMENSIONAL ETF TRUST | 137,892 | $5.1M | 1.9% |
| 15 | BLKBLACKROCK INC | 4,890 | $4.7M | 1.7% |
| 16 | DFUVDIMENSIONAL ETF TRUST | 80,137 | $4.4M | 1.6% |
| 17 | CVSCVS HEALTH CORP | 42,600 | $4.4M | 1.6% |
| 18 | CRMSALESFORCE INC | 27,484 | $4.3M | 1.6% |
| 19 | DFEMDIMENSIONAL ETF TRUST | 105,365 | $4.3M | 1.6% |
| 20 | DFUSDIMENSIONAL ETF TRUST | 51,470 | $4.2M | 1.5% |
| 21 | AVDVAMERICAN CENTY ETF TR | 40,373 | $4.2M | 1.5% |
| 22 | TJXTJX COS INC NEW | 21,337 | $3.2M | 1.2% |
| 23 | DFAEDIMENSIONAL ETF TRUST | 77,268 | $3.1M | 1.1% |
| 24 | JPMJPMORGAN CHASE & CO | 8,613 | $2.8M | 1% |
| 25 | DFNMDIMENSIONAL ETF TRUST | 57,058 | $2.8M | 1% |
| 26 | DFIVDIMENSIONAL ETF TRUST | 45,467 | $2.5M | 0.9% |
| 27 | CMECME GROUP INC | 9,566 | $2.1M | 0.8% |
| 28 | ACNACCENTURE PLC IRELAND | 16,975 | $2.1M | 0.8% |
| 29 | AVUSAMERICAN CENTY ETF TR | 15,279 | $2.0M | 0.7% |
| 30 | NKENIKE INC | 41,235 | $1.7M | 0.6% |
| 31 | FISVFISERV INC | 29,567 | $1.5M | 0.5% |
| 32 | DFICDIMENSIONAL ETF TRUST | 37,362 | $1.4M | 0.5% |
| 33 | SBUXSTARBUCKS CORP | 13,563 | $1.4M | 0.5% |
| 34 | EAELECTRONIC ARTS INC | 4,938 | $1.0M | 0.4% |
| 35 | PEPPEPSICO INC | 7,042 | $953,487 | 0.3% |
| 36 | PGPROCTER & GAMBLE CO | 6,466 | $948,174 | 0.3% |
| 37 | IXUSISHARES TR | 8,980 | $857,051 | 0.3% |
| 38 | VOOVANGUARD INDEX FDS | 1,210 | $830,769 | 0.3% |
| 39 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.3% |
| 40 | DFSDDIMENSIONAL ETF TRUST | 14,201 | $678,075 | 0.2% |
| 41 | CWBCCOMMUNITY WEST BANCSHARES NE | 24,791 | $665,886 | 0.2% |
| 42 | JNJJOHNSON & JOHNSON | 2,514 | $638,595 | 0.2% |
| 43 | MSFTMICROSOFT CORP | 1,581 | $589,907 | 0.2% |
| 44 | DISVDIMENSIONAL ETF TRUST | 13,430 | $538,946 | 0.2% |
| 45 | DEDEERE & CO | 750 | $475,748 | 0.2% |
| 46 | AVGOBROADCOM INC | 1,205 | $455,189 | 0.2% |
| 47 | MCDMCDONALDS CORP | 1,639 | $443,154 | 0.2% |
| 48 | AONAON PLC | 1,215 | $403,003 | 0.1% |
| 49 | DFSVDIMENSIONAL ETF TRUST | 9,332 | $361,988 | 0.1% |
| 50 | ABBVABBVIE INC | 1,409 | $354,561 | 0.1% |
| 51 | NVDANVIDIA CORPORATION | 1,528 | $305,752 | 0.1% |
| 52 | GLWCORNING INC | 1,165 | $297,574 | 0.1% |
| 53 | VLUEISHARES TR | 1,441 | $287,926 | 0.1% |
| 54 | IVLUISHARES TR | 6,807 | $284,669 | 0.1% |
| 55 | BRK/BBERKSHIRE HATHAWAY INC DEL | 561 | $280,719 | 0.1% |
| 56 | PEGPUBLIC SVC ENTERPRISE GROUP | 2,845 | $230,900 | 0.1% |
| 57 | LOWLOWES COS INC | 1,000 | $220,490 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.