Investor
Platform Wealth Management, LLC
CIK 0002110622 · filed 2026-02-11 · SEC filing
13F book
$376.1M
Positions
60
Largest name
16.4%
Apple Inc. · AAPL
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 227.6K | $61.9M | 16.4% | — | Held |
| Dimensional Etf Trust | — | 1.03M | $40.9M | 10.9% | — | Held |
| Alphabet Inc | — | 82.1K | $25.8M | 6.9% | — | Held |
| Alphabet Inc | — | 80.6K | $25.1M | 6.7% | — | Held |
| Amazon Com Inc | AMZN | 97.2K | $22.4M | 6.0% | — | Held |
| Costco Whsl Corp New | — | 20.8K | $18M | 4.8% | — | Held |
| Salesforce, Inc. | CRM | 56.2K | $14.9M | 4.0% | — | Held |
| American Centy Etf Tr | — | 119.5K | $12.2M | 3.2% | — | Held |
| Mission Produce, Inc. | AVO | 1.05M | $12.1M | 3.2% | — | Held |
| BlackRock, Inc. | BLK | 10.1K | $10.8M | 2.9% | — | Held |
| Dimensional Etf Trust | — | 228K | $10.7M | 2.8% | — | Held |
| Dimensional Etf Trust | — | 272.1K | $10.4M | 2.8% | — | Held |
| Marriott Intl Inc New | — | 32.9K | $10.2M | 2.7% | — | Held |
| Accenture Plc Ireland | — | 33.9K | $9.09M | 2.4% | — | Held |
| Cvs Health Corp | CVS | 86.3K | $6.85M | 1.8% | — | Held |
| Tjx Cos Inc New | — | 43.5K | $6.68M | 1.8% | — | Held |
| NIKE, Inc. | NKE | 86.8K | $5.53M | 1.5% | — | Held |
| Cme Group Inc. | CME | 19.1K | $5.22M | 1.4% | — | Held |
| Jpmorgan Chase & Co. | — | 16.2K | $5.21M | 1.4% | — | Held |
| Dimensional Etf Trust | — | 193.5K | $5.11M | 1.4% | — | Held |
| Dimensional Etf Trust | — | 84.1K | $5.01M | 1.3% | — | Held |
| Dimensional Etf Trust | — | 150K | $4.91M | 1.3% | — | Held |
| Dimensional Etf Trust | — | 57.1K | $4.23M | 1.1% | — | Held |
| Fiserv Inc | FISV | 61K | $4.1M | 1.1% | — | Held |
| American Centy Etf Tr | — | 39.3K | $3.69M | 1.0% | — | Held |
| Dimensional Etf Trust | — | 104.9K | $3.47M | 0.9% | — | Held |
| Dimensional Etf Trust | — | 71.3K | $3.32M | 0.9% | — | Held |
| Dimensional Etf Trust | — | 76.4K | $2.49M | 0.7% | — | Held |
| Dimensional Etf Trust | — | 46.6K | $2.33M | 0.6% | — | Held |
| Starbucks Corp | SBUX | 27.4K | $2.3M | 0.6% | — | Held |
| Pepsico Inc | PEP | 14K | $2.01M | 0.5% | — | Held |
| Procter And Gamble Co | PG | 11.6K | $1.66M | 0.4% | — | Held |
| Paypal Hldgs Inc | — | 24.9K | $1.46M | 0.4% | — | Held |
| American Centy Etf Tr | — | 12.5K | $1.4M | 0.4% | — | Held |
| Dimensional Etf Trust | — | 28.6K | $1.38M | 0.4% | — | Held |
| Microsoft Corp | MSFT | 2.84K | $1.37M | 0.4% | — | Held |
| Dimensional Etf Trust | — | 33.2K | $1.14M | 0.3% | — | Held |
| Dimensional Etf Trust | — | 22.8K | $1.09M | 0.3% | — | Held |
| Ishares Tr | — | 9.55K | $808.7K | 0.2% | — | Held |
| Berkshire Hathaway Inc Del | — | 1 | $754.8K | 0.2% | — | Held |
| Vanguard Index Fds | — | 1.19K | $744.6K | 0.2% | — | Held |
| Dimensional Etf Trust | — | 15.9K | $605.8K | 0.2% | — | Held |
| Community West Bancshares Ne | — | 24.8K | $557.8K | 0.1% | — | Held |
| Johnson & Johnson | JNJ | 2.52K | $521K | 0.1% | — | Held |
| Broadcom Inc. | AVGO | 1.5K | $520.9K | 0.1% | — | Held |
| Mcdonalds Corp | MCD | 1.66K | $508.1K | 0.1% | — | Held |
| Berkshire Hathaway Inc Del | — | 989 | $497K | 0.1% | — | Held |
| Comcast Corp New | — | 16.5K | $493.9K | 0.1% | — | Held |
| Aon plc | AON | 1.22K | $429.8K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 10.9K | $357K | 0.1% | — | Held |
| Deere & Co | DE | 757 | $352.4K | 0.1% | — | Held |
| Visa Inc. | V | 923 | $323.7K | 0.1% | — | Held |
| AbbVie Inc. | ABBV | 1.41K | $321.9K | 0.1% | — | Held |
| Ishares Tr | — | 8.14K | $309.7K | 0.1% | — | Held |
| Nvidia Corp | NVDA | 1.61K | $299.7K | 0.1% | — | Held |
| Zoetis Inc. | ZTS | 2.26K | $284.4K | 0.1% | — | Held |
| Honeywell Intl Inc | — | 1.34K | $261.6K | 0.1% | — | Held |
| Lowes Cos Inc | — | 1K | $241.2K | 0.1% | — | Held |
| Public Svc Enterprise Grp In | — | 2.85K | $228.5K | 0.1% | — | Held |
| Invesco Exchange Traded Fd T | — | 1.88K | $208.1K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.