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Platform Wealth Management, LLC — 13F Holdings & Portfolio

CIK 2110622 · latest 13F-HR filed 2026-02-11

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$376.1M

Long-equity book

Holdings

82

Distinct positions

Period

2025-12-31

Filed 2026-02-11

Q/Q Activity

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no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $40.9M 10.87% 1,032,484 SH
2 APPLE INC AAPL 037833100 $32.6M 8.68% 120,035 SH
3 APPLE INC AAPL 037833100 $29.2M 7.77% 107,518 SH
4 ALPHABET INC GOOG 02079K107 $13.2M 3.52% 42,145 SH
5 ALPHABET INC GOOGL 02079K305 $12.6M 3.36% 40,366 SH
6 ALPHABET INC GOOG 02079K107 $12.5M 3.34% 39,973 SH
7 ALPHABET INC GOOGL 02079K305 $12.5M 3.32% 40,192 SH
8 AMERICAN CENTY ETF TR AVUV 025072877 $12.2M 3.24% 119,537 SH
9 MISSION PRODUCE INC AVO 60510V108 $12.1M 3.23% 1,045,703 SH
10 AMAZON COM INC AMZN 023135106 $11.9M 3.16% 51,427 SH
11 DIMENSIONAL ETF TRUST DFAU 25434V104 $10.7M 2.84% 228,026 SH
12 AMAZON COM INC AMZN 023135106 $10.6M 2.81% 45,810 SH
13 DIMENSIONAL ETF TRUST DFAI 25434V203 $10.4M 2.76% 272,128 SH
14 COSTCO WHSL CORP NEW COST 22160K105 $9.1M 2.43% 10,598 SH
15 COSTCO WHSL CORP NEW COST 22160K105 $8.8M 2.35% 10,244 SH
16 SALESFORCE INC CRM 79466L302 $7.6M 2.02% 28,747 SH
17 SALESFORCE INC CRM 79466L302 $7.3M 1.94% 27,493 SH
18 BLACKROCK INC BLK 09290D101 $5.4M 1.45% 5,080 SH
19 BLACKROCK INC BLK 09290D101 $5.4M 1.44% 5,056 SH
20 DIMENSIONAL ETF TRUST DFGR 25434V658 $5.1M 1.36% 193,518 SH
21 MARRIOTT INTL INC NEW MAR 571903202 $5.1M 1.36% 16,463 SH
22 MARRIOTT INTL INC NEW MAR 571903202 $5.1M 1.36% 16,463 SH
23 DIMENSIONAL ETF TRUST DFAT 25434V609 $5.0M 1.33% 84,122 SH
24 DIMENSIONAL ETF TRUST DFAX 25434V880 $4.9M 1.31% 149,976 SH
25 ACCENTURE PLC IRELAND ACN G1151C101 $4.6M 1.21% 16,975 SH
26 ACCENTURE PLC IRELAND ACN G1151C101 $4.5M 1.21% 16,905 SH
27 DIMENSIONAL ETF TRUST DFUS 25434V401 $4.2M 1.13% 57,088 SH
28 AMERICAN CENTY ETF TR AVDV 025072802 $3.7M 0.98% 39,289 SH
29 CVS HEALTH CORP CVS 126650100 $3.5M 0.92% 43,750 SH
30 DIMENSIONAL ETF TRUST DFEM 25434V732 $3.5M 0.92% 104,901 SH
31 TJX COS INC NEW TJX 872540109 $3.4M 0.91% 22,165 SH
32 CVS HEALTH CORP CVS 126650100 $3.4M 0.90% 42,600 SH
33 DIMENSIONAL ETF TRUST DFUV 25434V724 $3.3M 0.88% 71,276 SH
34 TJX COS INC NEW TJX 872540109 $3.3M 0.87% 21,337 SH
35 NIKE INC NKE 654106103 $2.9M 0.77% 45,615 SH
36 JPMORGAN CHASE & CO. JPM 46625H100 $2.8M 0.75% 8,695 SH
37 NIKE INC NKE 654106103 $2.6M 0.70% 41,235 SH
38 CME GROUP INC CME 12572Q105 $2.6M 0.69% 9,566 SH
39 CME GROUP INC CME 12572Q105 $2.6M 0.69% 9,565 SH
40 DIMENSIONAL ETF TRUST DFAE 25434V302 $2.5M 0.66% 76,446 SH
41 JPMORGAN CHASE & CO. JPM 46625H100 $2.4M 0.64% 7,470 SH
42 DIMENSIONAL ETF TRUST DFIV 25434V807 $2.3M 0.62% 46,646 SH
43 FISERV INC FISV 337738108 $2.1M 0.56% 31,420 SH
44 FISERV INC FISV 337738108 $2.0M 0.53% 29,567 SH
45 AMERICAN CENTY ETF TR AVUS 025072885 $1.4M 0.37% 12,485 SH
46 DIMENSIONAL ETF TRUST DFNM 25434V849 $1.4M 0.37% 28,589 SH
47 STARBUCKS CORP SBUX 855244109 $1.2M 0.31% 13,888 SH
48 DIMENSIONAL ETF TRUST DFIC 25434V799 $1.1M 0.30% 33,209 SH
49 STARBUCKS CORP SBUX 855244109 $1.1M 0.30% 13,466 SH
50 DIMENSIONAL ETF TRUST DFSD 25434V864 $1.1M 0.29% 22,752 SH