Platform Wealth Management, LLC
57 holdingsFiling period: 2026-06-30Current AUM: $283.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 1.10M | $48.6M | $49.4M | 17.47% | +63.0K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 103.5K | $29.9M | $35.1M | 12.41% | -124,082 | 2026-06-30 |
| 3 | AVUV | American Centy ETF TR | 127.7K | $15.9M | $15.4M | 5.46% | +8.1K | 2026-06-30 |
| 4 | GOOGL | Alphabet Inc | 40.3K | $14.4M | $13.7M | 4.85% | -40,235 | 2026-06-30 |
| 5 | DFAU | Dimensional ETF Trust | 270.8K | $14.0M | $14.3M | 5.06% | +42.7K | 2026-06-30 |
| 6 | GOOG | Alphabet Inc | 38.5K | $13.6M | $13.0M | 4.58% | -43,604 | 2026-06-30 |
| 7 | AVO | Mission Produce Inc | 1.05M | $12.3M | $12.4M | 4.38% | -- | 2026-06-30 |
| 8 | DFAI | Dimensional ETF Trust | 295.1K | $12.2M | $12.3M | 4.34% | +22.9K | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc | 43.8K | $10.4M | $11.5M | 4.07% | -53,397 | 2026-06-30 |
| 10 | COST | Costco Wholesale Corporation | 10.0K | $9.4M | $10.0M | 3.53% | -10,801 | 2026-06-30 |
| 11 | MAR | Marriott Intl Inc New | 15.9K | $5.9M | $6.3M | 2.23% | -17,008 | 2026-06-30 |
| 12 | DFGR | Dimensional ETF Trust | 201.8K | $5.8M | $5.6M | 1.97% | +8.3K | 2026-06-30 |
| 13 | DFAT | Dimensional ETF Trust | 83.4K | $5.8M | $5.7M | 2.02% | -718 | 2026-06-30 |
| 14 | DFAX | Dimensional ETF Trust | 137.9K | $5.1M | $5.0M | 1.78% | -12,084 | 2026-06-30 |
| 15 | BLK | BlackRock Inc | 4.9K | $4.7M | $5.5M | 1.95% | -5,246 | 2026-06-30 |
| 16 | DFUV | Dimensional ETF Trust | 80.1K | $4.4M | $4.5M | 1.60% | +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 | $6.7M | 2.35% | -28,756 | 2026-06-30 |
| 19 | DFEM | Dimensional ETF Trust | 105.4K | $4.3M | $4.0M | 1.42% | +464 | 2026-06-30 |
| 20 | DFUS | Dimensional ETF Trust | 51.5K | $4.2M | $4.3M | 1.52% | -5,618 | 2026-06-30 |
| 21 | AVDV | American Centy ETF TR | 40.4K | $4.2M | $4.3M | 1.53% | +1.1K | 2026-06-30 |
| 22 | TJX | Tjx Cos Inc New | 21.3K | $3.2M | $3.1M | 1.11% | -22,165 | 2026-06-30 |
| 23 | DFAE | Dimensional ETF Trust | 77.3K | $3.1M | $2.9M | 1.02% | +822 | 2026-06-30 |
| 24 | JPM | JPMorgan Chase & Co | 8.6K | $2.8M | $2.9M | 1.02% | -7,552 | 2026-06-30 |
| 25 | DFNM | Dimensional ETF Trust | 57.1K | $2.8M | $2.7M | 0.94% | +28.5K | 2026-06-30 |
← Scroll →
Page 1 of 3