Funds › Platform Wealth Management, LLC
Platform Wealth Management, LLC
13F for Q3 2026, filed Nov 12, 2026. 55 positions worth $276.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust Us Cor Equ 2 Etf | 1.11M | $49.4M | 17.8% | +1.5% | 13F ↗ |
| 2 | AAPL Apple Inc. | 97,569 | $32.5M | 11.7% | -5.7% | 13F ↗ |
| 3 | Dimensional ETF Trust Us Core Eqt Mkt | 298,280 | $15.6M | 5.6% | +10.2% | 13F ↗ |
| 4 | American Centy ETF Tr Us Sml Cp Valu | 131,847 | $15.5M | 5.6% | +3.3% | 13F ↗ |
| 5 | AVO Mission Produce, Inc. | 1.05M | $13.7M | 5.0% | Unchanged | 13F ↗ |
| 6 | GOOGL Alphabet Inc. Class A | 38,843 | $13.4M | 4.8% | -3.7% | 13F ↗ |
| 7 | GOOG Alphabet Inc. Class C | 38,514 | $13.1M | 4.7% | Unchanged | 13F ↗ |
| 8 | Dimensional ETF Trust Intl Core Eqt Mk | 308,303 | $12.8M | 4.6% | +4.5% | 13F ↗ |
| 9 | AMZN Amazon.com, Inc. | 41,685 | $10.4M | 3.8% | -4.9% | 13F ↗ |
| 10 | COST Costco Wholesale Corporation | 9,525 | $8.7M | 3.1% | -5.1% | 13F ↗ |
| 11 | CRM Salesforce, Inc. | 26,394 | $6.1M | 2.2% | -4.0% | 13F ↗ |
| 12 | Dimensional ETF Trust Global Real Est | 220,031 | $6.0M | 2.1% | +9.0% | 13F ↗ |
| 13 | MAR Marriott International | 15,390 | $5.5M | 2.0% | -3.3% | 13F ↗ |
| 14 | Dimensional ETF Trust World Ex Us Core | 134,454 | $5.0M | 1.8% | -2.5% | 13F ↗ |
| 15 | BLK BlackRock, Inc. | 4,683 | $5.0M | 1.8% | -4.2% | 13F ↗ |
| 16 | Dimensional ETF Trust Us Targeted Vlu | 71,175 | $4.7M | 1.7% | -14.7% | 13F ↗ |
| 17 | American Centy ETF Tr Intl Smcp Vlu | 41,856 | $4.6M | 1.7% | +3.7% | 13F ↗ |
| 18 | Dimensional ETF Trust Emerging Mkts Co | 113,413 | $4.5M | 1.6% | +7.6% | 13F ↗ |
| 19 | Dimensional ETF Trust Us Mktwide Value | 77,066 | $4.2M | 1.5% | -3.8% | 13F ↗ |
| 20 | Dimensional ETF Trust Us Equi Mark Etf | 47,678 | $4.0M | 1.4% | -7.4% | 13F ↗ |
| 21 | CVS CVS Health Corporation | 41,682 | $3.6M | 1.3% | -2.2% | 13F ↗ |
| 22 | Dimensional ETF Trust Emgr Cre Eqt Mng | 81,516 | $3.2M | 1.2% | +5.5% | 13F ↗ |
| 23 | ACN Accenture plc | 16,301 | $3.0M | 1.1% | -4.0% | 13F ↗ |
| 24 | TJX TJX Companies, Inc. | 21,337 | $2.8M | 1.0% | Unchanged | 13F ↗ |
| 25 | JPM JPMorgan Chase & Co. | 8,181 | $2.7M | 1.0% | -5.0% | 13F ↗ |
| 26 | Dimensional ETF Trust Internatnal Val | 44,577 | $2.5M | 0.9% | -2.0% | 13F ↗ |
| 27 | CME CME Group Inc. | 9,181 | $2.4M | 0.9% | -4.0% | 13F ↗ |
| 28 | Dimensional ETF Trust Natl Mun Bd Etf | 45,530 | $2.1M | 0.8% | -20.2% | 13F ↗ |
| 29 | Dimensional ETF Trust Shor Dur Fix Etf | 43,051 | $2.0M | 0.7% | +203% | 13F ↗ |
| 30 | American Centy ETF Tr Us Eqt Etf | 14,921 | $1.9M | 0.7% | -2.3% | 13F ↗ |
| 31 | Dimensional ETF Trust Intl Core Equity | 39,622 | $1.5M | 0.5% | +6.0% | 13F ↗ |
| 32 | NKE Nike, Inc. | 38,910 | $1.4M | 0.5% | -5.6% | 13F ↗ |
| 33 | FISV Fiserv, Inc. | 27,730 | $1.3M | 0.5% | -6.2% | 13F ↗ |
| 34 | SBUX Starbucks Corporation | 12,496 | $1.2M | 0.4% | -7.9% | 13F ↗ |
| 35 | PG Procter & Gamble Company | 6,273 | $911.3K | 0.3% | -3.0% | 13F ↗ |
| 36 | PEP PepsiCo, Inc. | 6,947 | $880.3K | 0.3% | -1.3% | 13F ↗ |
| 37 | iShares Tr Core Msci Total | 8,980 | $853.0K | 0.3% | Unchanged | 13F ↗ |
| 38 | Vanguard Index Fds S&P 500 Etf Shs | 1,146 | $803.4K | 0.3% | -5.3% | 13F ↗ |
| 39 | MSFT Microsoft Corporation | 1,489 | $763.6K | 0.3% | -5.8% | 13F ↗ |
| 40 | BRK-A Berkshire Hathaway Inc. Class A | 1 | $747.0K | 0.3% | Unchanged | 13F ↗ |
| 41 | JNJ Johnson & Johnson | 2,516 | $666.1K | 0.2% | +0.1% | 13F ↗ |
| 42 | CWBC Community West Bancshares | 24,791 | $645.6K | 0.2% | Unchanged | 13F ↗ |
| 43 | Dimensional ETF Trust Intl Small Cap V | 13,065 | $565.6K | 0.2% | -2.7% | 13F ↗ |
| 44 | DE Deere & Company | 750 | $503.7K | 0.2% | Unchanged | 13F ↗ |
| 45 | SLV iShares Silver Trust · Ishares | 7,625 | $415.6K | 0.2% | New | 13F ↗ |
| 46 | GLD SPDR Gold Shares · Gold Shs | 970 | $369.4K | 0.1% | New | 13F ↗ |
| 47 | MCD McDonald's Corporation | 1,543 | $356.4K | 0.1% | -5.9% | 13F ↗ |
| 48 | AVGO Broadcom Inc. | 1,013 | $355.8K | 0.1% | -15.9% | 13F ↗ |
| 49 | NVDA NVIDIA Corporation | 1,528 | $349.0K | 0.1% | Unchanged | 13F ↗ |
| 50 | ABBV AbbVie Inc. | 1,297 | $339.3K | 0.1% | -7.9% | 13F ↗ |
Changes since Q2 2026
3 new, 11 added to, 29 trimmed, 5 exited, 12 unchanged. By estimated dollars.
New positions (3)
Added to (11)
| Dimensional ETF Trust Us Core Eqt Mkt | 298,280 | +10.2% | $1.4M |
| Dimensional ETF Trust Shor Dur Fix Etf | 43,051 | +203% | $1.3M |
| Dimensional ETF Trust Us Cor Equ 2 Etf | 1.11M | +1.5% | $723.2K |
| Dimensional ETF Trust Intl Core Eqt Mk | 308,303 | +4.5% | $548.5K |
| Dimensional ETF Trust Global Real Est | 220,031 | +9.0% | $493.2K |
| American Centy ETF Tr Us Sml Cp Valu | 131,847 | +3.3% | $491.3K |
| Dimensional ETF Trust Emerging Mkts Co | 113,413 | +7.6% | $319.7K |
| Dimensional ETF Trust Emgr Cre Eqt Mng | 81,516 | +5.5% | $167.0K |
| American Centy ETF Tr Intl Smcp Vlu | 41,856 | +3.7% | $162.2K |
| Dimensional ETF Trust Intl Core Equity | 39,622 | +6.0% | $85.0K |
Trimmed (29)
| AAPL Apple Inc. | 97,569 | -5.7% | -$2.0M |
| Dimensional ETF Trust Us Targeted Vlu | 71,175 | -14.7% | -$812.5K |
| AMZN Amazon.com, Inc. | 41,685 | -4.9% | -$536.9K |
| Dimensional ETF Trust Natl Mun Bd Etf | 45,530 | -20.2% | -$530.6K |
| GOOGL Alphabet Inc. Class A | 38,843 | -3.7% | -$509.2K |
| COST Costco Wholesale Corporation | 9,525 | -5.1% | -$469.7K |
| Dimensional ETF Trust Us Equi Mark Etf | 47,678 | -7.4% | -$314.8K |
| CRM Salesforce, Inc. | 26,394 | -4.0% | -$250.2K |
| BLK BlackRock, Inc. | 4,683 | -4.2% | -$219.1K |
| MAR Marriott International | 15,390 | -3.3% | -$187.8K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer