Platform Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $61.86M | 16.4% |
| DIMENSIONAL ETF TRUST | $40.88M | 10.9% |
| Alphabet Inc. | $25.77M | 6.9% |
| Alphabet Inc. | $25.13M | 6.7% |
| Amazon.com Inc | $22.44M | 6.0% |
| COSTCO WHOLESALE CORP /NEW | $17.97M | 4.8% |
| Salesforce Inc | $14.90M | 4.0% |
| AMERICAN CENTY ETF TR | $12.19M | 3.2% |
| Mission Produce, Inc.AVO | $12.13M | 3.2% |
| BlackRock, Inc. | $10.85M | 2.9% |
| DIMENSIONAL ETF TRUST | $10.67M | 2.8% |
| DIMENSIONAL ETF TRUST | $10.37M | 2.8% |
| Marriott International Inc/MD | $10.21M | 2.7% |
| Accenture plc | $9.09M | 2.4% |
| CVS HEALTH Corp | $6.85M | 1.8% |
| TJX Cos Inc/The | $6.68M | 1.8% |
| NIKE, Inc. | $5.53M | 1.5% |
| CME Group Inc | $5.22M | 1.4% |
| JPMORGAN CHASE & CO | $5.21M | 1.4% |
| DIMENSIONAL ETF TRUST | $5.11M | 1.4% |
| DIMENSIONAL ETF TRUST | $5.01M | 1.3% |
| DIMENSIONAL ETF TRUST | $4.91M | 1.3% |
| DIMENSIONAL ETF TRUST | $4.23M | 1.1% |
| FISERV INC | $4.10M | 1.1% |
| AMERICAN CENTY ETF TR | $3.69M | 1.0% |
| DIMENSIONAL ETF TRUST | $3.47M | 0.9% |
| DIMENSIONAL ETF TRUST | $3.32M | 0.9% |
| DIMENSIONAL ETF TRUST | $2.49M | 0.7% |
| DIMENSIONAL ETF TRUST | $2.33M | 0.6% |
| STARBUCKS CORP | $2.30M | 0.6% |
| PEPSICO INC | $2.01M | 0.5% |
| PROCTER & GAMBLE Co | $1.66M | 0.4% |
| PayPal Holdings, Inc. | $1.46M | 0.4% |
| AMERICAN CENTY ETF TR | $1.40M | 0.4% |
| DIMENSIONAL ETF TRUST | $1.38M | 0.4% |
| MICROSOFT CORP | $1.37M | 0.4% |
| DIMENSIONAL ETF TRUST | $1.14M | 0.3% |
| DIMENSIONAL ETF TRUST | $1.09M | 0.3% |
| iShares MSCI UAE ETF | $808.7K | 0.2% |
| BERKSHIRE HATHAWAY INC DEL | $754.8K | 0.2% |
| VANGUARD INDEX FDS | $744.6K | 0.2% |
| DIMENSIONAL ETF TRUST | $605.8K | 0.2% |
| Community West BancsharesCWBC | $557.8K | 0.1% |
| JOHNSON & JOHNSON | $521.0K | 0.1% |
| Broadcom Inc. | $520.9K | 0.1% |
| MCDONALD'S CORP | $508.1K | 0.1% |
| Warren E. Buffett | $497.0K | 0.1% |
| Comcast Corp. | $493.9K | 0.1% |
| Aon plc | $429.8K | 0.1% |
| DIMENSIONAL ETF TRUST | $357.0K | 0.1% |