Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Platform Wealth Management, LLC (CIK 2110622) reported $273.3M across 57 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($48.6M, 17.78%), AAPL ($29.9M, 10.96%), AVUV ($15.9M, 5.83%), GOOGL ($14.4M, 5.27%), DFAU ($14.0M, 5.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $48.6M | 17.78% | 1.1M | Added |
| 2 | AAPL | APPLE INC | $29.9M | 10.96% | 103,471 | Trimmed |
| 3 | AVUV | AMERICAN CENTY ETF TR | $15.9M | 5.83% | 127,675 | Added |
| 4 | GOOGL | ALPHABET INC | $14.4M | 5.27% | 40,323 | Trimmed |
| 5 | DFAU | DIMENSIONAL ETF TRUST | $14.0M | 5.12% | 270,773 | Added |
| 6 | GOOG | ALPHABET INC | $13.6M | 4.98% | 38,514 | Trimmed |
| 7 | AVO | MISSION PRODUCE INC | $12.3M | 4.51% | 1.0M | Hold |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $12.2M | 4.45% | 295,064 | Added |
| 9 | AMZN | AMAZON COM INC | $10.4M | 3.82% | 43,840 | Trimmed |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $9.4M | 3.44% | 10,041 | Trimmed |
| 11 | MAR | MARRIOTT INTL INC NEW | $5.9M | 2.16% | 15,918 | Trimmed |
| 12 | DFGR | DIMENSIONAL ETF TRUST | $5.8M | 2.14% | 201,799 | Added |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $5.8M | 2.13% | 83,404 | Trimmed |
| 14 | DFAX | DIMENSIONAL ETF TRUST | $5.1M | 1.86% | 137,892 | Trimmed |
| 15 | BLK | BLACKROCK INC | $4.7M | 1.72% | 4,890 | Trimmed |
| 16 | CVS | CVS HEALTH CORP | $4.4M | 1.61% | 42,600 | Trimmed |
| 17 | DFUV | DIMENSIONAL ETF TRUST | $4.4M | 1.61% | 80,137 | Added |
| 18 | CRM | SALESFORCE INC | $4.3M | 1.58% | 27,484 | Trimmed |
| 19 | DFEM | DIMENSIONAL ETF TRUST | $4.3M | 1.57% | 105,365 | Added |
| 20 | DFUS | DIMENSIONAL ETF TRUST | $4.2M | 1.54% | 51,470 | Trimmed |
| 21 | AVDV | AMERICAN CENTY ETF TR | $4.2M | 1.52% | 40,373 | Added |
| 22 | TJX | TJX COS INC NEW | $3.2M | 1.18% | 21,337 | Trimmed |
| 23 | DFAE | DIMENSIONAL ETF TRUST | $3.1M | 1.14% | 77,268 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $2.8M | 1.03% | 8,613 | Trimmed |
| 25 | DFNM | DIMENSIONAL ETF TRUST | $2.8M | 1.01% | 57,058 | Added |
Source: SEC Form 13F filings · as of 2026-06-30