Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $48.6M | 17.8% |
| Apple Inc.COM | COM | $29.9M | 11.0% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $15.9M | 5.8% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $14.4M | 5.3% |
| Dimensional ETF TrustUS CORE EQT MKT | US CORE EQT MKT | $14M | 5.1% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $13.6M | 5.0% |
| Mission Produce Inc.COM | COM | $12.3M | 4.5% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $12.2M | 4.5% |
| Amazon Com Inc.COM | COM | $10.4M | 3.8% |
| Costco Wholesale CorporationCOM | COM | $9.39M | 3.4% |
| Marriott Intl Inc. NewCL A | CL A | $5.9M | 2.2% |
| Dimensional ETF TrustGLOBAL REAL EST | GLOBAL REAL EST | $5.85M | 2.1% |
| Dimensional ETF TrustUS TARGETED VLU | US TARGETED VLU | $5.83M | 2.1% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $5.08M | 1.9% |
| Blackrock Inc.COM | COM | $4.7M | 1.7% |
| Dimensional ETF TrustUS MKTWIDE VALUE | US MKTWIDE VALUE | $4.41M | 1.6% |
| CVS Health Corp.COM | COM | $4.41M | 1.6% |
| Salesforce Inc.COM | COM | $4.31M | 1.6% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $4.28M | 1.6% |
| Dimensional ETF TrustUS EQUI MARK ETF | US EQUI MARK ETF | $4.22M | 1.5% |
| American Centy ETF TRINTL SMCP VLU | INTL SMCP VLU | $4.16M | 1.5% |
| TJX Cos Inc. NewCOM | COM | $3.23M | 1.2% |
| Dimensional ETF TrustEMGR CRE EQT MNG | EMGR CRE EQT MNG | $3.11M | 1.1% |
| JPMORGAN Chase & COCOM | COM | $2.82M | 1.0% |
| Dimensional ETF TrustNATL MUN BD ETF | NATL MUN BD ETF | $2.76M | 1.0% |
| Dimensional ETF TrustINTERNATNAL VAL | INTERNATNAL VAL | $2.46M | 0.9% |
| CME Group Inc.COM | COM | $2.11M | 0.8% |
| Accenture PLC IrelandSHS CLASS A | SHS CLASS A | $2.11M | 0.8% |
| American Centy ETF TRUS EQT ETF | US EQT ETF | $1.96M | 0.7% |
| Nike Inc.CL B | CL B | $1.69M | 0.6% |
| Fiserv Inc.COM | COM | $1.45M | 0.5% |
| Dimensional ETF TrustINTL CORE EQUITY | INTL CORE EQUITY | $1.39M | 0.5% |
| Starbucks Corp.COM | COM | $1.39M | 0.5% |
| Electronic Arts Inc.COM | COM | $1.01M | 0.4% |
| Pepsico Inc.COM | COM | $953K | 0.3% |
| Procter & Gamble COCOM | COM | $948K | 0.3% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $857K | 0.3% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $831K | 0.3% |
| Berkshire Hathaway Inc. DelCL A | CL A | $749K | 0.3% |
| Dimensional ETF TrustSHOR DUR FIX ETF | SHOR DUR FIX ETF | $678K | 0.2% |
| Community West Bancshares NECOM | COM | $666K | 0.2% |
| Johnson & JohnsonCOM | COM | $639K | 0.2% |
| Microsoft Corp.COM | COM | $590K | 0.2% |
| Dimensional ETF TrustINTL SMALL CAP V | INTL SMALL CAP V | $539K | 0.2% |
| Deere & COCOM | COM | $476K | 0.2% |
| Broadcom Inc.COM | COM | $455K | 0.2% |
| Mcdonalds Corp.COM | COM | $443K | 0.2% |
| Aon PLCSHS CL A | SHS CL A | $403K | 0.1% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $362K | 0.1% |
| Abbvie Inc.COM | COM | $355K | 0.1% |
Dimensional ETF TrustUS COR EQU 2 ETF$48.6M
- Class
- US COR EQU 2 ETF
- Share
- 17.8%
Apple Inc.COM$29.9M
- Class
- COM
- Share
- 11.0%
American Centy ETF TRUS SML CP VALU$15.9M
- Class
- US SML CP VALU
- Share
- 5.8%
Alphabet Inc.CAP STK CL A$14.4M
- Class
- CAP STK CL A
- Share
- 5.3%
Dimensional ETF TrustUS CORE EQT MKT$14M
- Class
- US CORE EQT MKT
- Share
- 5.1%
Alphabet Inc.CAP STK CL C$13.6M
- Class
- CAP STK CL C
- Share
- 5.0%
Mission Produce Inc.COM$12.3M
- Class
- COM
- Share
- 4.5%
Dimensional ETF TrustINTL CORE EQT MK$12.2M
- Class
- INTL CORE EQT MK
- Share
- 4.5%
Amazon Com Inc.COM$10.4M
- Class
- COM
- Share
- 3.8%
Costco Wholesale CorporationCOM$9.39M
- Class
- COM
- Share
- 3.4%
Marriott Intl Inc. NewCL A$5.9M
- Class
- CL A
- Share
- 2.2%
Dimensional ETF TrustGLOBAL REAL EST$5.85M
- Class
- GLOBAL REAL EST
- Share
- 2.1%
Dimensional ETF TrustUS TARGETED VLU$5.83M
- Class
- US TARGETED VLU
- Share
- 2.1%
Dimensional ETF TrustWORLD EX US CORE$5.08M
- Class
- WORLD EX US CORE
- Share
- 1.9%
Blackrock Inc.COM$4.7M
- Class
- COM
- Share
- 1.7%
Dimensional ETF TrustUS MKTWIDE VALUE$4.41M
- Class
- US MKTWIDE VALUE
- Share
- 1.6%
CVS Health Corp.COM$4.41M
- Class
- COM
- Share
- 1.6%
Salesforce Inc.COM$4.31M
- Class
- COM
- Share
- 1.6%
Dimensional ETF TrustEMERGING MKTS CO$4.28M
- Class
- EMERGING MKTS CO
- Share
- 1.6%
Dimensional ETF TrustUS EQUI MARK ETF$4.22M
- Class
- US EQUI MARK ETF
- Share
- 1.5%
American Centy ETF TRINTL SMCP VLU$4.16M
- Class
- INTL SMCP VLU
- Share
- 1.5%
TJX Cos Inc. NewCOM$3.23M
- Class
- COM
- Share
- 1.2%
Dimensional ETF TrustEMGR CRE EQT MNG$3.11M
- Class
- EMGR CRE EQT MNG
- Share
- 1.1%
JPMORGAN Chase & COCOM$2.82M
- Class
- COM
- Share
- 1.0%
Dimensional ETF TrustNATL MUN BD ETF$2.76M
- Class
- NATL MUN BD ETF
- Share
- 1.0%
Dimensional ETF TrustINTERNATNAL VAL$2.46M
- Class
- INTERNATNAL VAL
- Share
- 0.9%
CME Group Inc.COM$2.11M
- Class
- COM
- Share
- 0.8%
Accenture PLC IrelandSHS CLASS A$2.11M
- Class
- SHS CLASS A
- Share
- 0.8%
American Centy ETF TRUS EQT ETF$1.96M
- Class
- US EQT ETF
- Share
- 0.7%
Nike Inc.CL B$1.69M
- Class
- CL B
- Share
- 0.6%
Fiserv Inc.COM$1.45M
- Class
- COM
- Share
- 0.5%
Dimensional ETF TrustINTL CORE EQUITY$1.39M
- Class
- INTL CORE EQUITY
- Share
- 0.5%
Starbucks Corp.COM$1.39M
- Class
- COM
- Share
- 0.5%
Electronic Arts Inc.COM$1.01M
- Class
- COM
- Share
- 0.4%
Pepsico Inc.COM$953K
- Class
- COM
- Share
- 0.3%
Procter & Gamble COCOM$948K
- Class
- COM
- Share
- 0.3%
iShares TRCORE MSCI TOTAL$857K
- Class
- CORE MSCI TOTAL
- Share
- 0.3%
Vanguard Index FdsS&P 500 ETF SHS$831K
- Class
- S&P 500 ETF SHS
- Share
- 0.3%
Berkshire Hathaway Inc. DelCL A$749K
- Class
- CL A
- Share
- 0.3%
Dimensional ETF TrustSHOR DUR FIX ETF$678K
- Class
- SHOR DUR FIX ETF
- Share
- 0.2%
Community West Bancshares NECOM$666K
- Class
- COM
- Share
- 0.2%
Johnson & JohnsonCOM$639K
- Class
- COM
- Share
- 0.2%
Microsoft Corp.COM$590K
- Class
- COM
- Share
- 0.2%
Dimensional ETF TrustINTL SMALL CAP V$539K
- Class
- INTL SMALL CAP V
- Share
- 0.2%
Deere & COCOM$476K
- Class
- COM
- Share
- 0.2%
Broadcom Inc.COM$455K
- Class
- COM
- Share
- 0.2%
Mcdonalds Corp.COM$443K
- Class
- COM
- Share
- 0.2%
Aon PLCSHS CL A$403K
- Class
- SHS CL A
- Share
- 0.1%
Dimensional ETF TrustUS SMALL CAP ETF$362K
- Class
- US SMALL CAP ETF
- Share
- 0.1%
Abbvie Inc.COM$355K
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 57 positions by value, with holdings of the same security combined. The 57 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2110622
- File number
- 028-26192
- Options
- 0 call, 0 put
- In the 25 largest
- 90.0%
Common questions
What are Platform Wealth Management’s 13F holdings worth?
$273 million across 57 positions for the quarter ended 30 June 2026.
What is Platform Wealth Management’s largest 13F holding?
DIMENSIONAL ETF TRUST (US COR EQU 2 ETF) was the largest position at $48.6 million, or 17.8% of reported 13F value, as of 30 June 2026.
How concentrated is Platform Wealth Management’s 13F portfolio?
The ten largest positions accounted for 66.2% of reported value and the twenty-five largest for 90.0%, across 57 positions as of 30 June 2026.
Does Form 13F show everything Platform Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Platform Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.