Platform Wealth Management, LLC: 13F holdings
CIK 21106222026Q2
| Positions | 57 |
|---|---|
| Reported value | $273.3m |
| Filed | 2026-08-11 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1,095,516 | $48.6m | 17.8% |
| AAPL APPLE INC | 103,471 | $29.9m | 11.0% |
| AVUV AMERICAN CENTY ETF TR | 127,675 | $15.9m | 5.8% |
| GOOGL ALPHABET INC | 40,323 | $14.4m | 5.3% |
| PAVE DIMENSIONAL ETF TRUST | 270,773 | $14.0m | 5.1% |
| GOOG ALPHABET INC | 38,514 | $13.6m | 5.0% |
| AVO MISSION PRODUCE INC | 1,045,703 | $12.3m | 4.5% |
| DFAI DIMENSIONAL ETF TRUST | 295,064 | $12.2m | 4.5% |
| AMZN AMAZON COM INC | 43,840 | $10.4m | 3.8% |
| COST COSTCO WHOLESALE CORPORATION | 10,041 | $9.4m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110622")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.