Platform Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Platform Wealth Management, LLC reported 60 stock positions worth $376.1 million. Its top holding was Apple (AAPL) at 16.4% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 10.9%) and Alphabet Class C (GOOG, 6.9%).
- Most Recent 13F
- Q2 2026
- Location
- HOLLADAY, UT
- CIK
- 0002110622
- Portfolio Value
- $376.1M (Q4 2025)
- SEC Filing
- 0002110622-26-000001 ↗ filed Feb 11, 2026
Holdings Value
Holdings 60 stocks · $376.1M
| AAPL Apple Inc. | 16.45% | 227,553 | $61.9M | — |
| DFAC Dimensional US Core Equity 2 | 10.87% | 1,032,484 | $40.9M | — |
| GOOG Alphabet Inc. Class C | 6.85% | 82,118 | $25.8M | — |
| GOOGL Alphabet Inc. Class A | 6.68% | 80,558 | $25.1M | — |
| AMZN Amazon.com Inc. | 5.97% | 97,237 | $22.4M | — |
| COST Costco Wholesale Corp. | 4.78% | 20,842 | $18.0M | — |
| CRM Salesforce Inc. | 3.96% | 56,240 | $14.9M | — |
| AVUV Avantis US Small Cap Value | 3.24% | 119,537 | $12.2M | — |
| AVO Mission Produce Inc. | 3.23% | 1,045,703 | $12.1M | — |
| BLK BlackRock Inc. | 2.88% | 10,136 | $10.8M | — |
| DFAU Dimensional US Core Equity M | 2.84% | 228,026 | $10.7M | — |
| DFAI Dimensional International Co. | 2.76% | 272,128 | $10.4M | — |
| MAR Marriott International Class A | 2.72% | 32,926 | $10.2M | — |
| ACN Accenture PLC Class A | 2.42% | 33,880 | $9.1M | — |
| CVS CVS Health Corp. | 1.82% | 86,350 | $6.9M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.78% | 43,502 | $6.7M | — |
| NKE Nike Inc. Class B | 1.47% | 86,850 | $5.5M | — |
| CME Cme Group Inc. | 1.39% | 19,131 | $5.2M | — |
| JPM JPMorgan Chase & Co. | 1.39% | 16,165 | $5.2M | — |
| DFGR Dim Global Real Estate ETF | 1.36% | 193,518 | $5.1M | — |
| DFAT Dimensional US Target Value | 1.33% | 84,122 | $5.0M | — |
| DFAX Dimensional World Ex US Core | 1.31% | 149,976 | $4.9M | — |
| DFUS Dimensional US Eq MKT ETF | 1.13% | 57,088 | $4.2M | — |
| FISV Fiserv Inc. | 1.09% | 60,987 | $4.1M | — |
| AVDV Avantis Intl S/C Value ETF | 0.98% | 39,289 | $3.7M | — |
| DFEM Dimensional Emrg MRKT Core | 0.92% | 104,901 | $3.5M | — |
| DFUV Dimensional US Marketwide Va | 0.88% | 71,276 | $3.3M | — |
| DFAE Dimensional Emerging Core Eq | 0.66% | 76,446 | $2.5M | — |
| DFIV Dimensional International Va | 0.62% | 46,646 | $2.3M | — |
| SBUX Starbucks Corp. | 0.61% | 27,354 | $2.3M | — |
| PEP Pepsico Inc. | 0.53% | 13,998 | $2.0M | — |
| PG The Procter & Gamble Co. | 0.44% | 11,591 | $1.7M | — |
| PYPL PayPal Holdings Inc. | 0.39% | 24,948 | $1.5M | — |
| AVUS Avantis U.S. Equity ETF | 0.37% | 12,485 | $1.4M | — |
| DFNM Dimensional National Muni BD | 0.37% | 28,589 | $1.4M | — |
| MSFT Microsoft Corp. | 0.37% | 2,842 | $1.4M | — |
| DFIC Dimensional International Co. | 0.30% | 33,209 | $1.1M | — |
| DFSD Dimensional Short Duration | 0.29% | 22,752 | $1.1M | — |
| IXUS iShares Core Intl Stock ETF | 0.21% | 9,554 | $809K | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.20% | 1 | $755K | — |
| VOO Vanguard S&P 500 ETF | 0.20% | 1,187 | $745K | — |
| DISV Dimensional International SM | 0.16% | 15,941 | $606K | — |
| CWBC Community West Bancshares | 0.15% | 24,791 | $558K | — |
| JNJ Johnson & Johnson | 0.14% | 2,518 | $521K | — |
| AVGO Broadcom Inc. | 0.14% | 1,505 | $521K | — |
| MCD McDonald's Corp. | 0.14% | 1,662 | $508K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 989 | $497K | — |
| CMCSA Comcast Corp. Class A | 0.13% | 16,525 | $494K | — |
| AON Aon PLC Class A | 0.11% | 1,218 | $430K | — |
| DFSV Dimensional US Small Cap Val | 0.09% | 10,853 | $357K | — |
| DE Deere & Co. | 0.09% | 757 | $352K | — |
| V Visa Inc. Class A | 0.09% | 923 | $324K | — |
| ABBV Abbvie Inc. | 0.09% | 1,409 | $322K | — |
| IVLU iShares MSCI International V | 0.08% | 8,139 | $310K | — |
| NVDA Nvidia Corp. | 0.08% | 1,607 | $300K | — |
| ZTS Zoetis Inc. | 0.08% | 2,260 | $284K | — |
| HON Honeywell International Inc. | 0.07% | 1,341 | $262K | — |
| LOW Lowe's Cos Inc. | 0.06% | 1,000 | $241K | — |
| PEG Public Service Enterprise GP | 0.06% | 2,845 | $228K | — |
| IGPT Invesco AI and Next Gen Soft | 0.06% | 1,875 | $208K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.