Q2 2026 13F · SEC CIK 2110622

Platform Wealth Management, LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $273.3M
Reported positions: 57
Holdings vs S&P 500, 3 yrs: —
Assets under management: $509.0M

Platform Wealth Management, LLC is a wealth manager that reported 57 positions worth $273.3M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Dimensional ETF Trust (DFAC, 17.8%), Apple Inc (AAPL, 11.0%), American Centy ETF Tr (AVUV, 5.8%).

Platform Wealth Management, LLC holdings largest 50 of 57 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Platform Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
DFACDimensional ETF Trust	17.8%	10.9%	1,095,516	+6.1%	$48.6M
AAPLApple Inc	11.0%	16.4%	103,471	-54.5%	$29.9M
AVUVAmerican Centy ETF Tr	5.8%	3.2%	127,675	+6.8%	$15.9M
GOOGLAlphabet Inc	5.3%	6.7%	40,323	-49.9%	$14.4M
DFAUDimensional ETF Trust	5.1%	2.8%	270,773	+18.7%	$14.0M
GOOGAlphabet Inc	5.0%	6.9%	38,514	-53.1%	$13.6M
AVOMission Produce Inc	4.5%	3.2%	1,045,703	+0.0%	$12.3M
DFAIDimensional ETF Trust	4.5%	2.8%	295,064	+8.4%	$12.2M
AMZNAmazon Com Inc	3.8%	6.0%	43,840	-54.9%	$10.4M
COSTCostco Wholesale Corporation	3.4%	4.8%	10,041	-51.8%	$9.4M
MARMarriott Intl Inc New	2.2%	2.7%	15,918	-51.7%	$5.9M
DFGRDimensional ETF Trust	2.1%	1.4%	201,799	+4.3%	$5.8M
DFATDimensional ETF Trust	2.1%	1.3%	83,404	-0.9%	$5.8M
DFAXDimensional ETF Trust	1.9%	1.3%	137,892	-8.1%	$5.1M
BLKBlackrock Inc	1.7%	2.9%	4,890	-51.8%	$4.7M
DFUVDimensional ETF Trust	1.6%	0.9%	80,137	+12.4%	$4.4M
CVSCvs Health Corp	1.6%	1.8%	42,600	-50.7%	$4.4M
CRMSalesforce Inc	1.6%	4.0%	27,484	-51.1%	$4.3M
DFEMDimensional ETF Trust	1.6%	0.9%	105,365	+0.4%	$4.3M
DFUSDimensional ETF Trust	1.5%	1.1%	51,470	-9.8%	$4.2M
AVDVAmerican Centy ETF Tr	1.5%	1.0%	40,373	+2.8%	$4.2M
TJXTjx Cos Inc New	1.2%	1.8%	21,337	-51.0%	$3.2M
DFAEDimensional ETF Trust	1.1%	0.7%	77,268	+1.1%	$3.1M
JPMJpmorgan Chase & Co	1.0%	1.4%	8,613	-46.7%	$2.8M
DFNMDimensional ETF Trust	1.0%	0.4%	57,058	+99.6%	$2.8M
DFIVDimensional ETF Trust	0.9%	0.6%	45,467	-2.5%	$2.5M
CMECme Group Inc	0.8%	1.4%	9,566	-50.0%	$2.1M
ACNAccenture PLC Ireland	0.8%	2.4%	16,975	-49.9%	$2.1M
AVUSAvantis U.S. Equity ETF	0.7%	0.4%	15,279	+22.4%	$2.0M
NKENike Inc	0.6%	1.5%	41,235	-52.5%	$1.7M
FISVFiserv Inc	0.5%	1.1%	29,567	-51.5%	$1.5M
DFICDimensional ETF Trust	0.5%	0.3%	37,362	+12.5%	$1.4M
SBUXStarbucks Corp	0.5%	0.6%	13,563	-50.4%	$1.4M
EAElectronic Arts Inc	0.4%	—	4,938	—	$1.0M
PEPPepsico Inc	0.3%	0.5%	7,042	-49.7%	$953K
PGProcter & Gamble Co	0.3%	0.4%	6,466	-44.2%	$948K
IXUSIshares Tr	0.3%	0.2%	8,980	-6.0%	$857K
VOOVanguard Index Fds	0.3%	0.2%	1,210	+1.9%	$831K
BRK-ABerkshire Hathaway Inc Del	0.3%	0.2%	1	+0.0%	$749K
DFSDDimensional Short-Duration Fixed Income	0.2%	0.3%	14,201	-37.6%	$678K
CWBCCommunity West Bancshares	0.2%	0.1%	24,791	+0.0%	$666K
JNJJohnson & Johnson	0.2%	0.1%	2,514	-0.2%	$639K
MSFTMicrosoft Corp	0.2%	0.4%	1,581	-44.4%	$590K
DISVDimensional ETF Trust	0.2%	0.2%	13,430	-15.8%	$539K
DEDeere & Co	0.2%	—	750	—	$476K
AVGOBroadcom Inc	0.2%	0.1%	1,205	-19.9%	$455K
MCDMcdonalds Corp	0.2%	0.1%	1,639	-1.4%	$443K
AONAon PLC	0.1%	0.1%	1,215	-0.2%	$403K
DFSVDimensional US Small Cap	0.1%	0.1%	9,332	-14.0%	$362K
ABBVAbbvie Inc	0.1%	—	1,409	—	$355K

What Platform Wealth Management, LLC bought and sold in Q2 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$273.3M	57
Q4 2025	$376.1M	60

Questions about Platform Wealth Management, LLC's portfolio

What stocks does Platform Wealth Management, LLC own?

Platform Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 57 positions worth $273.3M. The largest are Dimensional ETF Trust (DFAC) at 17.8%, Apple Inc (AAPL) at 11.0%, American Centy ETF Tr (AVUV) at 5.8%, Alphabet Inc (GOOGL) at 5.3% and Dimensional ETF Trust (DFAU) at 5.1%.

What did Platform Wealth Management, LLC buy last quarter?

In Q2 2026, Platform Wealth Management, LLC added Dimensional ETF Trust (DFNM) (+99.6% shares), Avantis U.S. Equity ETF (AVUS) (+22.4% shares) and Dimensional ETF Trust (DFAU) (+18.7% shares), compared with its Q4 2025 filing.

What did Platform Wealth Management, LLC sell last quarter?

In Q2 2026, Platform Wealth Management, LLC cut from its top 50 Paypal Hldgs Inc (PYPL), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Comcast Corp New (CMCSA), Amazon Com Inc (AMZN) (-54.9% shares), Apple Inc (AAPL) (-54.5% shares) and Alphabet Inc (GOOG) (-53.1% shares), compared with its Q4 2025 filing.

When is Platform Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Platform Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Platform Wealth Management, LLC manage?

Platform Wealth Management, LLC reported $509.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $273.3M.