Platform Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Platform Wealth Management, LLC reported 57 stock positions worth $273.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 17.8% of the portfolio, followed by Apple (AAPL, 11.0%) and Avantis US Small Cap Value (AVUV, 5.8%).
- Most Recent 13F
- Q2 2026
- Location
- HOLLADAY, UT
- CIK
- 0002110622
- Portfolio Value
- $273.3M (Q2 2026)
- SEC Filing
- 0002085853-26-000973 ↗ filed Aug 11, 2026
Holdings Value
Holdings 57 stocks · $273.3M
| DFAC Dimensional US Core Equity 2 | 17.78% | 1,095,516 | $48.6M | — |
| AAPL Apple Inc. | 10.96% | 103,471 | $29.9M | — |
| AVUV Avantis US Small Cap Value | 5.83% | 127,675 | $15.9M | — |
| GOOGL Alphabet Inc. Class A | 5.27% | 40,323 | $14.4M | — |
| DFAU Dimensional US Core Equity M | 5.12% | 270,773 | $14.0M | — |
| GOOG Alphabet Inc. Class C | 4.98% | 38,514 | $13.6M | — |
| AVO Mission Produce Inc. | 4.51% | 1,045,703 | $12.3M | — |
| DFAI Dimensional International Co. | 4.45% | 295,064 | $12.2M | — |
| AMZN Amazon.com Inc. | 3.82% | 43,840 | $10.4M | — |
| COST Costco Wholesale Corp. | 3.44% | 10,041 | $9.4M | — |
| MAR Marriott International Class A | 2.16% | 15,918 | $5.9M | — |
| DFGR Dim Global Real Estate ETF | 2.14% | 201,799 | $5.8M | — |
| DFAT Dimensional US Target Value | 2.13% | 83,404 | $5.8M | — |
| DFAX Dimensional World Ex US Core | 1.86% | 137,892 | $5.1M | — |
| BLK BlackRock Inc. | 1.72% | 4,890 | $4.7M | — |
| DFUV Dimensional US Marketwide Va | 1.61% | 80,137 | $4.4M | — |
| CVS CVS Health Corp. | 1.61% | 42,600 | $4.4M | — |
| CRM Salesforce Inc. | 1.58% | 27,484 | $4.3M | — |
| DFEM Dimensional Emrg MRKT Core | 1.57% | 105,365 | $4.3M | — |
| DFUS Dimensional US Eq MKT ETF | 1.54% | 51,470 | $4.2M | — |
| AVDV Avantis Intl S/C Value ETF | 1.52% | 40,373 | $4.2M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.18% | 21,337 | $3.2M | — |
| DFAE Dimensional Emerging Core Eq | 1.14% | 77,268 | $3.1M | — |
| JPM JPMorgan Chase & Co. | 1.03% | 8,613 | $2.8M | — |
| DFNM Dimensional National Muni BD | 1.01% | 57,058 | $2.8M | — |
| DFIV Dimensional International Va | 0.90% | 45,467 | $2.5M | — |
| CME Cme Group Inc. | 0.77% | 9,566 | $2.1M | — |
| ACN Accenture PLC Class A | 0.77% | 16,975 | $2.1M | — |
| AVUS Avantis U.S. Equity ETF | 0.72% | 15,279 | $2.0M | — |
| NKE Nike Inc. Class B | 0.62% | 41,235 | $1.7M | — |
| FISV Fiserv Inc. | 0.53% | 29,567 | $1.5M | — |
| DFIC Dimensional International Co. | 0.51% | 37,362 | $1.4M | — |
| SBUX Starbucks Corp. | 0.51% | 13,563 | $1.4M | — |
| EA Electronic Arts Inc. | 0.37% | 4,938 | $1.0M | — |
| PEP Pepsico Inc. | 0.35% | 7,042 | $953K | — |
| PG The Procter & Gamble Co. | 0.35% | 6,466 | $948K | — |
| IXUS iShares Core Intl Stock ETF | 0.31% | 8,980 | $857K | — |
| VOO Vanguard S&P 500 ETF | 0.30% | 1,210 | $831K | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.27% | 1 | $749K | — |
| DFSD Dimensional Short Duration | 0.25% | 14,201 | $678K | — |
| CWBC Community West Bancshares | 0.24% | 24,791 | $666K | — |
| JNJ Johnson & Johnson | 0.23% | 2,514 | $639K | — |
| MSFT Microsoft Corp. | 0.22% | 1,581 | $590K | — |
| DISV Dimensional International SM | 0.20% | 13,430 | $539K | — |
| DE Deere & Co. | 0.17% | 750 | $476K | — |
| AVGO Broadcom Inc. | 0.17% | 1,205 | $455K | — |
| MCD McDonald's Corp. | 0.16% | 1,639 | $443K | — |
| AON Aon PLC Class A | 0.15% | 1,215 | $403K | — |
| DFSV Dimensional US Small Cap Val | 0.13% | 9,332 | $362K | — |
| ABBV Abbvie Inc. | 0.13% | 1,409 | $355K | — |
| NVDA Nvidia Corp. | 0.11% | 1,528 | $306K | — |
| GLW Corning Inc. | 0.11% | 1,165 | $298K | — |
| VLUE iShares MSCI USA Value Facto | 0.11% | 1,441 | $288K | — |
| IVLU iShares MSCI International V | 0.10% | 6,807 | $285K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 561 | $281K | — |
| PEG Public Service Enterprise GP | 0.08% | 2,845 | $231K | — |
| LOW Lowe's Cos Inc. | 0.08% | 1,000 | $220K | — |
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.