account_balance
Investment manager · 13F filer · SEC CIK 2110622
Platform Wealth Management, LLC
Reported value$277Mas of Sep 30, 2026
Positions55 3 new, 5 sold out
Top 10 weight66.8%DFAC alone is 18%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
17.8%
AAPLApple Inc.
11.7%Trimmed −6%
DFAUDimensional ETF Trust
5.6%Added +10%
AVUVAmerican Centy ETF Tr
5.6%Added +3%
AVOMission Produce, Inc.
5.0%
GOOGLAlphabet Inc.
4.8%Trimmed −4%
GOOGAlphabet Inc.
4.7%
DFAIDimensional ETF Trust
4.6%Added +4%
AMZNAmazon.com Inc
3.8%Trimmed −5%
COSTCostco Wholesale Corp
3.1%Trimmed −5%
CRMSalesforce, Inc.
2.2%Trimmed −4%
DFGRDimensional ETF Trust
2.1%Added +9%
DFACDimensional ETF Trust
17.8%
AAPLApple Inc.
11.7%−6%
DFAUDimensional ETF Trust
5.6%
AVUVAmerican Centy ETF Tr
5.6%
AVOMission Produce, Inc.
5.0%
GOOGLAlphabet Inc.
4.8%−4%
GOOGAlphabet Inc.
4.7%
DFAIDimensional ETF Trust
4.6%
DFGR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 17.8% Held
AAPL Apple Inc. 11.7% Trimmed −6%DFAU Dimensional ETF Trust 5.6% Added +10%
AVUV American Centy ETF Tr 5.6% Added +3%
AVO Mission Produce, Inc. 5.0% HeldGOOGL Alphabet Inc. 4.8% Trimmed −4%GOOG Alphabet Inc. 4.7% HeldDFAI Dimensional ETF Trust 4.6% Added +4%
AMZN Amazon.com Inc 3.8% Trimmed −5%COST Costco Wholesale Corp 3.1% Trimmed −5%CRM Salesforce, Inc. 2.2% Trimmed −4%DFGR Dimensional ETF Trust 2.1% Added +9%
What changed
Biggest moves since Jun 30, 2026
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