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Disclosery

13F-HR filed by Platform Wealth Management, LLC

Platform Wealth Management, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-11, with 57 holding rows worth $273,300,392.

Accession
0002085853-26-000973
Filer
CIK 2110622
Filed
2026-08-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 57 entries on the cover page, a total value of $273,300,392 stated on the cover page (in dollars after the unit check, H1), rows summing to $273,300,392 with VALUE read as dollars as filed, 13F file number 028-26192. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 21,095,516$48,597,106dollars as filed
Apple Inc037833100COM103,471$29,940,507dollars as filed
Avantis US Small Cap Value ETF025072877SHS127,675$15,928,778dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM40,323$14,410,231dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT270,773$13,996,241dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM38,514$13,608,152dollars as filed
MISSION PRODUCE INC60510V108COM1,045,703$12,328,838dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK295,064$12,171,372dollars as filed
Amazon.com, Inc023135106COM43,840$10,448,826dollars as filed
Costco Wholesale Corporation22160K105COM10,041$9,393,054dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock15,918$5,899,052dollars as filed
Dimensional Global Real Estate ETF25434V658COM201,799$5,846,104dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU83,404$5,829,942dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE137,892$5,079,929dollars as filed
BlackRock,Inc.09290D101COM4,890$4,702,028dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE80,137$4,408,331dollars as filed
CVS Health Corporation126650100COM42,600$4,406,970dollars as filed
Salesforce.com, Inc79466L302COM27,484$4,305,643dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO105,365$4,282,037dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF51,470$4,217,452dollars as filed
Avantis International Small Cap Val ETF025072802SHS40,373$4,160,409dollars as filed
TJX Companies Inc872540109COM21,337$3,232,556dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG77,268$3,106,946dollars as filed
JPMorgan Chase & Co46625H100COM8,613$2,819,153dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF57,058$2,757,879dollars as filed
Dimensional International Value ETF25434V807SHS45,467$2,456,123dollars as filed
CME Group Inc. Class A12572Q105COM9,566$2,112,460dollars as filed
Accenture Plc Class AG1151C101COM16,975$2,112,369dollars as filed
Avantis US Equity ETF025072885SHS15,279$1,956,934dollars as filed
NIKE,Inc. Class B654106103COM41,235$1,692,697dollars as filed
FISERV INC337738108COM29,567$1,450,261dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY37,362$1,392,108dollars as filed
Starbucks Corporation855244109COM13,563$1,386,003dollars as filed
ELECTRONIC ARTS INC COM285512109Stock4,938$1,012,488dollars as filed
PepsiCo,Inc.713448108COM7,042$953,487dollars as filed
Procter & Gamble Co742718109COM6,466$948,174dollars as filed
ISHARES TR46432F834COM8,980$857,051dollars as filed
Vanguard S&P 500 ETF922908363COM1,210$830,769dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$748,850dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF14,201$678,075dollars as filed
COMMUNITY WEST BANCSHARES203937107COMMON STOCK24,791$665,886dollars as filed
Johnson & Johnson478160104COM2,514$638,595dollars as filed
Microsoft Corp594918104COM1,581$589,907dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS13,430$538,946dollars as filed
Deere & Company244199105COM750$475,748dollars as filed
Broadcom Inc.11135F101COM1,205$455,189dollars as filed
McDonalds Corporation580135101COM1,639$443,154dollars as filed
AON PLC SHS CL AG0403H108Stock1,215$403,003dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF9,332$361,988dollars as filed
AbbVie,Inc.00287Y109COM1,409$354,561dollars as filed
NVIDIA Corp67066G104COM1,528$305,752dollars as filed
CORNING INC219350105COM1,165$297,574dollars as filed
ISHARES TR46432F388MSCI USA VALUE1,441$287,926dollars as filed
IVLU46435G409COM6,807$284,669dollars as filed
Berkshire Hathaway Inc084670702COM561$280,719dollars as filed
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock2,845$230,900dollars as filed
Lowes Companies,Inc.548661107COM1,000$220,490dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002085853-26-000973this filing2026-08-11acceptance time not in the bulk data set