Platform Wealth Management, LLC — 13F holdings

Platform Wealth Management, LLC reported 57 holdings worth $273M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. DIMENSIONAL ETF TRUST — $48.6M (17.8%)
2. AAPL APPLE INC — $29.9M (11.0%)
3. AVUV AMERICAN CENTY ETF TR — $15.9M (5.8%)
4. GOOGL ALPHABET INC — $14.4M (5.3%)
5. DFAU DIMENSIONAL ETF TRUST — $14.0M (5.1%)
6. GOOG ALPHABET INC — $13.6M (5.0%)
7. AVO MISSION PRODUCE INC — $12.3M (4.5%)
8. DFAI DIMENSIONAL ETF TRUST — $12.2M (4.5%)
9. AMZN AMAZON COM INC — $10.4M (3.8%)
10. COST COSTCO WHSL CORP NEW — $9.39M (3.4%)