Platform Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Platform Wealth Management, LLC held in its portfolio 60 assets valued at $376,078,871 (i.e. $376.08M).
The most valuable assets in the portfolio included: APPLE INC ($61.86M), DIMENSIONAL ETF TRUST ($40.88M), and ALPHABET INC ($25.77M).
The chart below shows the top 10 valuable assets, and the table below shows the top 60 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Platform Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 227553 | 61862668 | COM |
| DIMENSIONAL ETF TRUST | 1032484 | 40876022 | US CORE EQUITY 2 |
| ALPHABET INC | 82118 | 25768628 | CAP STK CL C |
| ALPHABET INC | 80558 | 25134137 | CAP STK CL A |
| AMAZON COM INC | 97237 | 22444244 | COM |
| COSTCO WHSL CORP NEW | 20842 | 17972890 | COM |
| SALESFORCE INC | 56240 | 14898539 | COM |
| AMERICAN CENTY ETF TR | 119537 | 12190382 | US SML CP VALU |
| MISSION PRODUCE INC | 1045703 | 12130155 | COM |
| BLACKROCK INC | 10136 | 10848966 | COM |
| DIMENSIONAL ETF TRUST | 228026 | 10671614 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 272128 | 10370791 | INTL CORE EQT MK |
| MARRIOTT INTL INC NEW | 32926 | 10214962 | CL A |
| ACCENTURE PLC IRELAND | 33880 | 9090005 | SHS CLASS A |
| CVS HEALTH CORP | 86350 | 6852736 | COM |
| TJX COS INC NEW | 43502 | 6682343 | COM |
| NIKE INC | 86850 | 5533214 | CL B |
| CME GROUP INC | 19131 | 5224293 | COM |
| JPMORGAN CHASE & CO. | 16165 | 5208818 | COM |
| DIMENSIONAL ETF TRUST | 193518 | 5112734 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 84122 | 5008598 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 149976 | 4908705 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 57088 | 4234217 | US EQUITY MARKET |
| FISERV INC | 60987 | 4095704 | COM |
| AMERICAN CENTY ETF TR | 39289 | 3691955 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 104901 | 3470116 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 71276 | 3320771 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 76446 | 2489846 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 46646 | 2327633 | INTERNATNAL VAL |
| STARBUCKS CORP | 27354 | 2303470 | COM |
| PEPSICO INC | 13998 | 2008993 | COM |
| PROCTER AND GAMBLE CO | 11591 | 1661106 | COM |
| PAYPAL HLDGS INC | 24948 | 1456464 | COM |
| AMERICAN CENTY ETF TR | 12485 | 1395573 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 28589 | 1377136 | NATL MUN BD ETF |
| MICROSOFT CORP | 2842 | 1374665 | COM |
| DIMENSIONAL ETF TRUST | 33209 | 1144382 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 22752 | 1090958 | SHORT DURATION F |
| ISHARES TR | 9554 | 808651 | CORE MSCI TOTAL |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| VANGUARD INDEX FDS | 1187 | 744566 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 15941 | 605758 | INTL SMALL CAP V |
| COMMUNITY WEST BANCSHARES NE | 24791 | 557798 | COM |
| JOHNSON & JOHNSON | 2518 | 521023 | COM |
| BROADCOM INC | 1505 | 520881 | COM |
| MCDONALDS CORP | 1662 | 508089 | COM |
| BERKSHIRE HATHAWAY INC DEL | 989 | 497024 | CL B NEW |
| COMCAST CORP NEW | 16525 | 493932 | CL A |
| AON PLC | 1218 | 429808 | SHS CL A |
| DIMENSIONAL ETF TRUST | 10853 | 356955 | US SMALL CAP VAL |
| DEERE & CO | 757 | 352436 | COM |
| VISA INC | 923 | 323705 | COM CL A |
| ABBVIE INC | 1409 | 321942 | COM |
| ISHARES TR | 8139 | 309689 | MSCI INTL VLU FT |
| NVIDIA CORPORATION | 1607 | 299706 | COM |
| ZOETIS INC | 2260 | 284353 | CL A |
| HONEYWELL INTL INC | 1341 | 261616 | COM |
| LOWES COS INC | 1000 | 241160 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 2845 | 228454 | COM |
| INVESCO EXCHANGE TRADED FD T | 1875 | 208092 | AI AND NEXT GEN |
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