Platform Wealth Management, LLC

Est. AUM

$258.4M

13F long equity, this entity only

Positions

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$40.9M	1032484	15.82%	SOLE
2	APPLE INC	COM	$32.6M	120035	12.63%	DFND
3	ALPHABET INC	CAP STK CL C	$13.2M	42145	5.12%	DFND
4	ALPHABET INC	CAP STK CL A	$12.5M	40192	4.84%	DFND
5	AMERICAN CENTY ETF TR	US SML CP VALU	$12.2M	119537	4.72%	SOLE
6	MISSION PRODUCE INC	COM	$12.1M	1045703	4.70%	SOLE
7	AMAZON COM INC	COM	$11.9M	51427	4.59%	DFND
8	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$10.7M	228026	4.13%	SOLE
9	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$10.4M	272128	4.01%	SOLE
10	COSTCO WHSL CORP NEW	COM	$9.1M	10598	3.54%	DFND
11	SALESFORCE INC	COM	$7.6M	28747	2.95%	DFND
12	BLACKROCK INC	COM	$5.4M	5056	2.09%	DFND
13	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$5.1M	193518	1.98%	SOLE
14	MARRIOTT INTL INC NEW	CL A	$5.1M	16463	1.98%	DFND
15	DIMENSIONAL ETF TRUST	US TARGETED VLU	$5.0M	84122	1.94%	SOLE
16	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$4.9M	149976	1.90%	SOLE
17	ACCENTURE PLC IRELAND	SHS CLASS A	$4.5M	16905	1.76%	DFND
18	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$4.2M	57088	1.64%	SOLE
19	AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.7M	39289	1.43%	SOLE
20	CVS HEALTH CORP	COM	$3.5M	43750	1.34%	DFND
21	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.5M	104901	1.34%	SOLE
22	TJX COS INC NEW	COM	$3.4M	22165	1.32%	DFND
23	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$3.3M	71276	1.29%	SOLE
24	NIKE INC	CL B	$2.9M	45615	1.12%	DFND
25	CME GROUP INC	COM	$2.6M	9565	1.01%	DFND
26	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.5M	76446	0.96%	SOLE
27	JPMORGAN CHASE & CO.	COM	$2.4M	7470	0.93%	DFND
28	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.3M	46646	0.90%	SOLE
29	FISERV INC	COM	$2.1M	31420	0.82%	DFND
30	AMERICAN CENTY ETF TR	US EQT ETF	$1.4M	12485	0.54%	SOLE
31	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.4M	28589	0.53%	SOLE
32	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.1M	33209	0.44%	SOLE
33	STARBUCKS CORP	COM	$1.1M	13466	0.44%	DFND
34	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.1M	22752	0.42%	SOLE
35	PEPSICO INC	COM	$997K	6947	0.39%	DFND
36	PAYPAL HLDGS INC	COM	$813K	13934	0.31%	DFND
37	ISHARES TR	CORE MSCI TOTAL	$808K	9554	0.31%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL A	$754K	1	0.29%	SOLE
39	VANGUARD INDEX FDS	S&P 500 ETF SHS	$744K	1187	0.29%	SOLE
40	PROCTER AND GAMBLE CO	COM	$732K	5110	0.28%	DFND
41	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$605K	15941	0.23%	SOLE
42	MICROSOFT CORP	COM	$596K	1234	0.23%	DFND
43	COMMUNITY WEST BANCSHARES NE	COM	$557K	24791	0.22%	SOLE
44	JOHNSON & JOHNSON	COM	$521K	2518	0.20%	SOLE
45	BROADCOM INC	COM	$520K	1505	0.20%	SOLE
46	MCDONALDS CORP	COM	$508K	1662	0.20%	SOLE
47	COMCAST CORP NEW	CL A	$493K	16525	0.19%	DFND
48	AON PLC	SHS CL A	$429K	1218	0.17%	SOLE
49	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$356K	10853	0.14%	SOLE
50	DEERE & CO	COM	$352K	757	0.14%	SOLE

1–50 of 60

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.