§ 13F · FUND PROFILE
Platform Wealth Management, LLC.
AUM · $273M (13F)Positions · 57Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.10M | $49M | — | — |
| 2 | AAPL | APPLE INC | 103K | $30M | — | — |
| 3 | AVUV | AMERICAN CENTY ETF TR | 128K | $16M | — | — |
| 4 | GOOGL | ALPHABET INC | 40K | $14M | — | — |
| 5 | DFAU | DIMENSIONAL ETF TRUST | 271K | $14M | — | — |
| 6 | GOOG | ALPHABET INC | 39K | $14M | — | — |
| 7 | AVO | MISSION PRODUCE INC | 1.05M | $12M | — | — |
| 8 | DFAI | DIMENSIONAL ETF TRUST | 295K | $12M | — | — |
| 9 | AMZN | AMAZON COM INC | 44K | $10M | — | — |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 10K | $9M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLATFORM SIGNAL
AC read
Platform Wealth Management, LLC is a Other fund managing $273 million in assets. The fund runs a portfolio of 57 positions.
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