Platform Wealth Management, LLC
57 holdingsFiling period: 2026-06-30Current AUM: $280.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.10M | $48.6M | $49.0M | 17.46% | +63.0K | 2026-06-30 |
| 2 | AAPL | APPLE INC | 103.5K | $29.9M | $34.3M | 12.21% | -124,082 | 2026-06-30 |
| 3 | AVUV | AMERICAN CENTY ETF TR | 127.7K | $15.9M | $15.8M | 5.63% | +8.1K | 2026-06-30 |
| 4 | GOOGL | ALPHABET INC | 40.3K | $14.4M | $13.9M | 4.95% | -40,235 | 2026-06-30 |
| 5 | DFAU | DIMENSIONAL ETF TRUST | 270.8K | $14.0M | $14.2M | 5.04% | +42.7K | 2026-06-30 |
| 6 | GOOG | ALPHABET INC | 38.5K | $13.6M | $13.1M | 4.68% | -43,604 | 2026-06-30 |
| 7 | AVO | MISSION PRODUCE INC | 1.05M | $12.3M | $13.0M | 4.61% | -- | 2026-06-30 |
| 8 | DFAI | DIMENSIONAL ETF TRUST | 295.1K | $12.2M | $12.5M | 4.45% | +22.9K | 2026-06-30 |
| 9 | AMZN | AMAZON COM INC | 43.8K | $10.4M | $10.9M | 3.88% | -53,397 | 2026-06-30 |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 10.0K | $9.4M | $9.1M | 3.22% | -10,801 | 2026-06-30 |
| 11 | MAR | MARRIOTT INTL INC NEW | 15.9K | $5.9M | $5.4M | 1.91% | -17,008 | 2026-06-30 |
| 12 | DFGR | DIMENSIONAL ETF TRUST | 201.8K | $5.8M | $5.7M | 2.03% | +8.3K | 2026-06-30 |
| 13 | DFAT | DIMENSIONAL ETF TRUST | 83.4K | $5.8M | $5.8M | 2.08% | -718 | 2026-06-30 |
| 14 | DFAX | DIMENSIONAL ETF TRUST | 137.9K | $5.1M | $5.2M | 1.84% | -12,084 | 2026-06-30 |
| 15 | BLK | BLACKROCK INC | 4.9K | $4.7M | $5.2M | 1.84% | -5,246 | 2026-06-30 |
| 16 | DFUV | DIMENSIONAL ETF TRUST | 80.1K | $4.4M | $4.5M | 1.62% | +8.9K | 2026-06-30 |
| 17 | CVS | CVS HEALTH CORP | 42.6K | $4.4M | $4.0M | 1.43% | -43,750 | 2026-06-30 |
| 18 | CRM | SALESFORCE INC | 27.5K | $4.3M | $7.0M | 2.50% | -28,756 | 2026-06-30 |
| 19 | DFEM | DIMENSIONAL ETF TRUST | 105.4K | $4.3M | $4.2M | 1.48% | +464 | 2026-06-30 |
| 20 | DFUS | DIMENSIONAL ETF TRUST | 51.5K | $4.2M | $4.2M | 1.51% | -5,618 | 2026-06-30 |
| 21 | AVDV | AMERICAN CENTY ETF TR | 40.4K | $4.2M | $4.5M | 1.59% | +1.1K | 2026-06-30 |
| 22 | TJX | TJX COS INC NEW | 21.3K | $3.2M | $2.7M | 0.95% | -22,165 | 2026-06-30 |
| 23 | DFAE | DIMENSIONAL ETF TRUST | 77.3K | $3.1M | $3.0M | 1.07% | +822 | 2026-06-30 |
| 24 | JPM | JPMORGAN CHASE & CO | 8.6K | $2.8M | $3.0M | 1.08% | -7,552 | 2026-06-30 |
| 25 | DFNM | DIMENSIONAL ETF TRUST | 57.1K | $2.8M | $2.7M | 0.95% | +28.5K | 2026-06-30 |
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