Platform Wealth Management, LLC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$376.1M
Holdings
60
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 227,553 | $61.9M | 16.45% | |
| 2 | DFACDIMENSIONAL ETF TRUST | 1,032,484 | $40.9M | 10.87% | |
| 3 | GOOGALPHABET INC | 82,118 | $25.8M | 6.85% | |
| 4 | GOOGLALPHABET INC | 80,558 | $25.1M | 6.68% | |
| 5 | AMZNAMAZON COM INC | 97,237 | $22.4M | 5.97% | |
| 6 | COSTCOSTCO WHSL CORP NEW | 20,842 | $18.0M | 4.78% | |
| 7 | CRMSALESFORCE INC | 56,240 | $14.9M | 3.96% | |
| 8 | AVUVAMERICAN CENTY ETF TR | 119,537 | $12.2M | 3.24% | |
| 9 | AVOMISSION PRODUCE INC | 1,045,703 | $12.1M | 3.23% | |
| 10 | BLKBLACKROCK INC | 10,136 | $10.8M | 2.88% | |
| 11 | DFAUDIMENSIONAL ETF TRUST | 228,026 | $10.7M | 2.84% | |
| 12 | DFAIDIMENSIONAL ETF TRUST | 272,128 | $10.4M | 2.76% | |
| 13 | MARMARRIOTT INTL INC NEW | 32,926 | $10.2M | 2.72% | |
| 14 | ACNACCENTURE PLC IRELAND | 33,880 | $9.1M | 2.42% | |
| 15 | CVSCVS HEALTH CORP | 86,350 | $6.9M | 1.82% | |
| 16 | TJXTJX COS INC NEW | 43,502 | $6.7M | 1.78% | |
| 17 | NKENIKE INC | 86,850 | $5.5M | 1.47% | |
| 18 | CMECME GROUP INC | 19,131 | $5.2M | 1.39% | |
| 19 | JPMJPMORGAN CHASE & CO. | 16,165 | $5.2M | 1.38% | |
| 20 | DFGRDIMENSIONAL ETF TRUST | 193,518 | $5.1M | 1.36% | |
| 21 | DFATDIMENSIONAL ETF TRUST | 84,122 | $5.0M | 1.33% | |
| 22 | DFAXDIMENSIONAL ETF TRUST | 149,976 | $4.9M | 1.31% | |
| 23 | DFUSDIMENSIONAL ETF TRUST | 57,088 | $4.2M | 1.13% | |
| 24 | FISVFISERV INC | 60,987 | $4.1M | 1.09% | |
| 25 | AVDVAMERICAN CENTY ETF TR | 39,289 | $3.7M | 0.98% | |
| 26 | DFEMDIMENSIONAL ETF TRUST | 104,901 | $3.5M | 0.92% | |
| 27 | DFUVDIMENSIONAL ETF TRUST | 71,276 | $3.3M | 0.88% | |
| 28 | DFAEDIMENSIONAL ETF TRUST | 76,446 | $2.5M | 0.66% | |
| 29 | DFIVDIMENSIONAL ETF TRUST | 46,646 | $2.3M | 0.62% | |
| 30 | SBUXSTARBUCKS CORP | 27,354 | $2.3M | 0.61% | |
| 31 | PEPPEPSICO INC | 13,998 | $2.0M | 0.53% | |
| 32 | PGPROCTER AND GAMBLE CO | 11,591 | $1.7M | 0.44% | |
| 33 | PYPLPAYPAL HLDGS INC | 24,948 | $1.5M | 0.39% | |
| 34 | AVUSAMERICAN CENTY ETF TR | 12,485 | $1.4M | 0.37% | |
| 35 | DFNMDIMENSIONAL ETF TRUST | 28,589 | $1.4M | 0.37% | |
| 36 | MSFTMICROSOFT CORP | 2,842 | $1.4M | 0.37% | |
| 37 | DFICDIMENSIONAL ETF TRUST | 33,209 | $1.1M | 0.30% | |
| 38 | DFSDDIMENSIONAL ETF TRUST | 22,752 | $1.1M | 0.29% | |
| 39 | IXUSISHARES TR | 9,554 | $808K | 0.21% | |
| 40 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754K | 0.20% | |
| 41 | VOOVANGUARD INDEX FDS | 1,187 | $744K | 0.20% | |
| 42 | DISVDIMENSIONAL ETF TRUST | 15,941 | $605K | 0.16% | |
| 43 | CWBCCOMMUNITY WEST BANCSHARES NE | 24,791 | $557K | 0.15% | |
| 44 | JNJJOHNSON & JOHNSON | 2,518 | $521K | 0.14% | |
| 45 | AVGOBROADCOM INC | 1,505 | $520K | 0.14% | |
| 46 | MCDMCDONALDS CORP | 1,662 | $508K | 0.14% | |
| 47 | BRK/BBERKSHIRE HATHAWAY INC DEL | 989 | $496K | 0.13% | |
| 48 | CMCSACOMCAST CORP NEW | 16,525 | $493K | 0.13% | |
| 49 | AONAON PLC | 1,218 | $429K | 0.11% | |
| 50 | DFSVDIMENSIONAL ETF TRUST | 10,853 | $356K | 0.09% | |
| 51 | DEDEERE & CO | 757 | $352K | 0.09% | |
| 52 | VVISA INC | 923 | $323K | 0.09% | |
| 53 | ABBVABBVIE INC | 1,409 | $321K | 0.09% | |
| 54 | IVLUISHARES TR | 8,139 | $309K | 0.08% | |
| 55 | NVDANVIDIA CORPORATION | 1,607 | $299K | 0.08% | |
| 56 | ZTSZOETIS INC | 2,260 | $284K | 0.08% | |
| 57 | HONHONEYWELL INTL INC | 1,341 | $261K | 0.07% | |
| 58 | LOWLOWES COS INC | 1,000 | $241K | 0.06% | |
| 59 | PEGPUBLIC SVC ENTERPRISE GRP IN | 2,845 | $228K | 0.06% | |
| 60 | IGPTINVESCO EXCHANGE TRADED FD T | 1,875 | $208K | 0.06% |