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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 2025-12-31, filed 2026-02-11, with 60 holding rows worth $376,078,871.

Accession
0002110622-26-000001
Filer
CIK 2110622
Filed
2026-02-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 82 entries on the cover page, a total value of $376,078,871 stated on the cover page (in dollars after the unit check, H1), rows summing to $376,078,871 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
Apple Inc037833100COM227,553$61,862,668dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 21,032,484$40,876,022dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM82,118$25,768,628dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM80,558$25,134,137dollars as filed
Amazon.com, Inc023135106COM97,237$22,444,244dollars as filed
Costco Wholesale Corporation22160K105COM20,842$17,972,890dollars as filed
Salesforce.com, Inc79466L302COM56,240$14,898,539dollars as filed
Avantis US Small Cap Value ETF025072877SHS119,537$12,190,382dollars as filed
MISSION PRODUCE INC60510V108COM1,045,703$12,130,155dollars as filed
BlackRock,Inc.09290D101COM10,136$10,848,966dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT228,026$10,671,614dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK272,128$10,370,791dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock32,926$10,214,962dollars as filed
Accenture Plc Class AG1151C101COM33,880$9,090,005dollars as filed
CVS Health Corporation126650100COM86,350$6,852,736dollars as filed
TJX Companies Inc872540109COM43,502$6,682,343dollars as filed
NIKE,Inc. Class B654106103COM86,850$5,533,214dollars as filed
CME Group Inc. Class A12572Q105COM19,131$5,224,293dollars as filed
JPMorgan Chase & Co46625H100COM16,165$5,208,818dollars as filed
Dimensional Global Real Estate ETF25434V658COM193,518$5,112,734dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU84,122$5,008,598dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE149,976$4,908,705dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF57,088$4,234,217dollars as filed
FISERV INC337738108COM60,987$4,095,704dollars as filed
Avantis International Small Cap Val ETF025072802SHS39,289$3,691,955dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO104,901$3,470,116dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE71,276$3,320,771dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG76,446$2,489,846dollars as filed
Dimensional International Value ETF25434V807SHS46,646$2,327,633dollars as filed
Starbucks Corporation855244109COM27,354$2,303,470dollars as filed
PepsiCo,Inc.713448108COM13,998$2,008,993dollars as filed
Procter & Gamble Co742718109COM11,591$1,661,106dollars as filed
PAYPALHLDGSINC70450Y103STOK24,948$1,456,464dollars as filed
Avantis US Equity ETF025072885SHS12,485$1,395,573dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF28,589$1,377,136dollars as filed
Microsoft Corp594918104COM2,842$1,374,665dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY33,209$1,144,382dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF22,752$1,090,958dollars as filed
ISHARES TR46432F834COM9,554$808,651dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$754,800dollars as filed
Vanguard S&P 500 ETF922908363COM1,187$744,566dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS15,941$605,758dollars as filed
COMMUNITY WEST BANCSHARES203937107COMMON STOCK24,791$557,798dollars as filed
Johnson & Johnson478160104COM2,518$521,023dollars as filed
Broadcom Inc.11135F101COM1,505$520,881dollars as filed
McDonalds Corporation580135101COM1,662$508,089dollars as filed
Berkshire Hathaway Inc084670702COM989$497,024dollars as filed
Comcast Corp20030N101COM16,525$493,932dollars as filed
AON PLC SHS CL AG0403H108Stock1,218$429,808dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF10,853$356,955dollars as filed
Deere & Company244199105COM757$352,436dollars as filed
Visa Inc92826C839COM923$323,705dollars as filed
AbbVie,Inc.00287Y109COM1,409$321,942dollars as filed
IVLU46435G409COM8,139$309,689dollars as filed
NVIDIA Corp67066G104COM1,607$299,706dollars as filed
ZOETIS INC CL A98978V103Stock2,260$284,353dollars as filed
Honeywell Technologies438516106COM1,341$261,616dollars as filed
Lowes Companies,Inc.548661107COM1,000$241,160dollars as filed
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock2,845$228,454dollars as filed
INVESCO EXCHANGE TRADED FD T46137V639AI AND NEXT GEN1,875$208,092dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002110622-26-000001this filing2026-02-11acceptance time not in the bulk data set