Platform Wealth Management, LLC Top Holdings and 13F Report (2026) About Platform Wealth Management, LLCInvestment ActivityPlatform Wealth Management, LLC has $273.30 million in total holdings as of December 31, 2025.Platform Wealth Management, LLC owns shares of 57 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 4.16% of the portfolio was purchased this quarter.About 47.94% of the portfolio was sold this quarter.This quarter, Platform Wealth Management, LLC has purchased 60 new stocks and bought additional shares in 13 stocks.Platform Wealth Management, LLC sold shares of 35 stocks and completely divested from 6 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $48,597,106Apple $29,940,507Avantis U.S. Small Cap Value ETF $15,928,778Alphabet $14,410,231Dimensional US Core Equity Market ETF $13,996,241 Largest New Holdings this Quarter 285512109 - Electronic Arts $1,012,488 Holding219350105 - Corning $297,574 Holding46432F388 - iShares MSCI USA Value Factor ETF $287,926 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 63,032 shares (about $2.80M)Dimensional US Core Equity Market ETF 42,747 shares (about $2.21M)Dimensional National Municipal Bond ETF 28,469 shares (about $1.38M)Avantis U.S. Small Cap Value ETF 8,138 shares (about $1.02M)Electronic Arts 4,938 shares (about $1.01M) Largest Sales this Quarter Apple 124,082 shares (about $35.90M)Alphabet 43,604 shares (about $15.41M)Alphabet 40,235 shares (about $14.38M)Amazon.com 53,397 shares (about $12.73M)Costco Wholesale 10,801 shares (about $10.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlatform Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$48,597,106$2,796,100 â–²6.1%1,095,51617.8%ETFAAPLApple$29,940,507$35,904,534 â–¼-54.5%103,47111.0%TechnologyAVUVAvantis U.S. Small Cap Value ETF$15,928,778$1,015,300 â–²6.8%127,6755.8%ETFGOOGLAlphabet$14,410,231$14,378,782 â–¼-49.9%40,3235.3%Communication ServicesDFAUDimensional US Core Equity Market ETF$13,996,241$2,209,590 â–²18.7%270,7735.1%ETFGOOGAlphabet$13,608,152$15,406,602 â–¼-53.1%38,5145.0%Communication ServicesAVOMission Produce$12,328,8380.0%1,045,7034.5%Consumer StaplesDFAIDimensional International Core Equity Market ETF$12,171,372$946,109 â–²8.4%295,0644.5%ETFAMZNAmazon.com$10,448,826$12,726,641 â–¼-54.9%43,8403.8%Consumer DiscretionaryCOSTCostco Wholesale$9,393,054$10,104,011 â–¼-51.8%10,0413.4%Consumer StaplesMARMarriott International$5,899,052$6,302,995 â–¼-51.7%15,9182.2%Consumer DiscretionaryDFGRDimensional Global Real Estate ETF$5,846,104$239,900 â–²4.3%201,7992.1%ETFDFATDimensional U.S. Targeted Value ETF$5,829,942$50,188 â–¼-0.9%83,4042.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$5,079,929$445,173 â–¼-8.1%137,8921.9%ETFBLACKROCK INC$4,702,028$5,044,343 â–¼-51.8%4,8901.7%COMDFUVDimensional US Marketwide Value ETF$4,408,331$487,443 â–²12.4%80,1371.6%ETFCVSCVS Health$4,406,970$4,525,938 â–¼-50.7%42,6001.6%HealthcareCRMSalesforce$4,305,643$4,504,914 â–¼-51.1%27,4841.6%TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$4,282,037$18,857 â–²0.4%105,3651.6%ETFDFUSDimensional U.S. Equity ETF$4,217,452$460,339 â–¼-9.8%51,4701.5%ETFAVDVAvantis International Small Cap Value ETF$4,160,409$111,705 â–²2.8%40,3731.5%ETFTJXTJX Companies$3,232,556$3,357,998 â–¼-51.0%21,3371.2%Consumer DiscretionaryDFAEDimensional Emerging Core Equity Market ETF$3,106,946$33,053 â–²1.1%77,2681.1%ETFJPMJPMorgan Chase & Co.$2,819,153$2,471,873 â–¼-46.7%8,6131.0%FinanceDFNMDimensional National Municipal Bond ETF$2,757,879$1,376,039 â–²99.6%57,0581.0%ETFDFIVDimensional International Value ETF$2,456,123$63,689 â–¼-2.5%45,4670.9%ETFCMECME Group$2,112,460$2,112,239 â–¼-50.0%9,5660.8%FinanceACNAccenture$2,112,369$2,103,658 â–¼-49.9%16,9750.8%TechnologyAVUSAvantis U.S. Equity ETF$1,956,934$357,855 â–²22.4%15,2790.7%ETFNKENIKE$1,692,697$1,872,496 â–¼-52.5%41,2350.6%Consumer DiscretionaryFISERV INC$1,450,261$1,541,151 â–¼-51.5%29,5670.5%COMDFICDimensional International Core Equity 2 ETF$1,392,108$154,741 â–²12.5%37,3620.5%ETFSBUXStarbucks$1,386,003$1,409,302 â–¼-50.4%13,5630.5%Consumer DiscretionaryEAElectronic Arts$1,012,488$1,012,488 â–²New Holding4,9380.4%Communication ServicesPEPPepsiCo$953,487$941,843 â–¼-49.7%7,0420.3%Consumer StaplesPGProcter & Gamble$948,174$751,530 â–¼-44.2%6,4660.3%Consumer StaplesIXUSiShares Core MSCI Total International Stock ETF$857,051$54,783 â–¼-6.0%8,9800.3%ETFVOOVanguard S&P 500 ETF$830,769$15,791 â–²1.9%1,2100.3%ETFBRK.ABerkshire Hathaway$748,8500.0%10.3%FinanceDFSDDimensional Short-Duration Fixed Income ETF$678,075$408,297 â–¼-37.6%14,2010.2%ETFCOMMUNITY WEST BANCSHARES NE$665,8860.0%24,7910.2%COMJNJJohnson & Johnson$638,595$1,016 â–¼-0.2%2,5140.2%HealthcareMSFTMicrosoft$589,907$470,508 â–¼-44.4%1,5810.2%TechnologyDISVDimensional International Small Cap Value ETF$538,946$100,766 â–¼-15.8%13,4300.2%ETFDEDeere & Company$475,748$4,440 â–¼-0.9%7500.2%IndustrialsAVGOBroadcom$455,189$113,325 â–¼-19.9%1,2050.2%TechnologyMCDMcDonald's$443,154$6,219 â–¼-1.4%1,6390.2%Consumer DiscretionaryAONAON$403,003$995 â–¼-0.2%1,2150.1%FinanceDFSVDimensional US Small Cap Value ETF$361,988$59,000 â–¼-14.0%9,3320.1%ETFABBVAbbVie$354,5610.0%1,4090.1%HealthcareNVDANVIDIA$305,752$15,808 â–¼-4.9%1,5280.1%TechnologyGLWCorning$297,574$297,574 â–²New Holding1,1650.1%TechnologyVLUEiShares MSCI USA Value Factor ETF$287,926$287,926 â–²New Holding1,4410.1%ETFIVLUiShares MSCI Intl Value Factor ETF$284,669$55,704 â–¼-16.4%6,8070.1%ETFBRK.BBerkshire Hathaway$280,719$214,167 â–¼-43.3%5610.1%FinancePEGPublic Service Enterprise Group$230,9000.0%2,8450.1%UtilitiesLOWLowe's Companies$220,4900.0%1,0000.1%Consumer DiscretionaryPYPLPayPal$0$1,456,464 â–¼-100.0%00.0%FinanceCMCSAComcast$0$493,932 â–¼-100.0%00.0%Communication ServicesVVisa$0$323,705 â–¼-100.0%00.0%FinanceZTSZoetis$0$284,353 â–¼-100.0%00.0%HealthcareHONHoneywell International$0$261,616 â–¼-100.0%00.0%IndustrialsIGPTInvesco AI and Next Gen Software ETF$0$208,092 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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