DOSSIER · 13F-HR · Q2 2026

Platform Wealth Management, LLC

$273M in tracked AUM across 57 positions as of Q2 2026.

PW
CIK 0002110622 · last filed Jun 30, 2026
Total AUM
$273M
as of Q2 2026
Holdings
57
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Platform Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$49M1.1M17.8%
02
AAPL
APPLE INC
$30M103K11.0%
03
AVUV
AMERICAN CENTY ETF TR
$16M128K5.8%
04
GOOGL
ALPHABET INC
$14M40K5.3%
05
DFAU
DIMENSIONAL ETF TRUST
$14M271K5.1%
06
GOOG
ALPHABET INC
$14M39K5.0%
07
AVO
MISSION PRODUCE INC
$12M1.0M4.5%
08
DFAI
DIMENSIONAL ETF TRUST
$12M295K4.5%
09
AMZN
AMAZON COM INC
$10M44K3.8%
10
COST
COSTCO WHOLESALE CORPORATION
$9M10K3.4%

Filing history

2026Q2Jun 30
$273M 27.3%
57 positionsView →
2025Q4Dec 31
$376M
82 positionsView →