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PWM
Platform Wealth Management Portfolio holdings
AUM
$273M
This Fund
S&P 500
This Quarter
Est. Return
+6.25%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$376M
AUM Growth
–
Cap. Flow
+$369M
Cap. Flow
% of AUM
98.11%
Top 10 Holdings %
Top 10 Hldgs %
64.91%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$61.1M |
| 2 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+$40.3M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$23.5M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$23M |
| 5 |
Amazon
AMZN
|
+$22.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 31.03% |
| 2 | Technology | 24.5% |
| 3 | Communication Services | 13.67% |
| 4 | Consumer Discretionary | 12.74% |
| 5 | Consumer Staples | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.64B
| $3.47M | 0.92% |
+104,901
| New | +$3.43M |
2025 Q4
0 quarters
|
|
27
Dimensional US Marketwide Value ETF
DFUV
$15.3B
| $3.32M | 0.88% |
+71,276
| New | +$3.23M |
2025 Q4
0 quarters
|
|
28
Dimensional Emerging Core Equity Market ETF
DFAE
$10.1B
| $2.49M | 0.66% |
+76,446
| New | +$2.46M |
2025 Q4
0 quarters
|
|
29
Dimensional International Value ETF
DFIV
$21.5B
| $2.33M | 0.62% |
+46,646
| New | +$2.22M |
2025 Q4
0 quarters
|
|
30
Starbucks
SBUX
$103B
| $2.3M | 0.61% |
+27,354
| New | +$2.31M |
2025 Q4
0 quarters
|
|
31
PepsiCo
PEP
$172B
| $2.01M | 0.53% |
+13,998
| New | +$2.06M |
2025 Q4
0 quarters
|
|
32
Procter & Gamble
PG
$351B
| $1.66M | 0.44% |
+11,591
| New | +$1.71M |
2025 Q4
0 quarters
|
|
33
PayPal
PYPL
$47.5B
| $1.46M | 0.39% |
+24,948
| New | +$1.62M |
2025 Q4
0 quarters
|
|
34
Avantis US Equity ETF
AVUS
$14.7B
| $1.4M | 0.37% |
+12,485
| New | +$1.38M |
2025 Q4
0 quarters
|
|
35
Dimensional National Municipal Bond ETF
DFNM
$2.22B
| $1.38M | 0.37% |
+28,589
| New | +$1.38M |
2025 Q4
0 quarters
|
|
36
Microsoft
MSFT
$3.97T
| $1.37M | 0.37% |
+2,842
| New | +$1.42M |
2025 Q4
0 quarters
|
|
37
Dimensional International Core Equity 2 ETF
DFIC
$15B
| $1.14M | 0.3% |
+33,209
| New | +$1.11M |
2025 Q4
0 quarters
|
|
|
DFSD
38
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.29B
| $1.09M | 0.29% |
+22,752
| New | +$1.1M |
2025 Q4
0 quarters
|
|
39
iShares Core MSCI Total International Stock ETF
IXUS
$58.7B
| $809K | 0.22% |
+9,554
| New | +$801K |
2025 Q4
0 quarters
|
|
40
Berkshire Hathaway Class A
BRK.A
$1.11T
| $755K | 0.2% |
+1
| New | +$746K |
2025 Q4
0 quarters
|
|
41
Vanguard S&P 500 ETF
VOO
$1.06T
| $745K | 0.2% |
+1,187
| New | +$738K |
2025 Q4
0 quarters
|
|
42
Dimensional International Small Cap Value ETF
DISV
$5.08B
| $606K | 0.16% |
+15,941
| New | +$578K |
2025 Q4
0 quarters
|
|
|
CWBC
43
Community West Bancshares
CWBC
$698M
| $558K | 0.15% |
+24,791
| New | +$543K |
2025 Q4
0 quarters
|
|
44
Johnson & Johnson
JNJ
$630B
| $521K | 0.14% |
+2,518
| New | +$498K |
2025 Q4
0 quarters
|
|
45
Broadcom
AVGO
$1.73T
| $521K | 0.14% |
+1,505
| New | +$538K |
2025 Q4
0 quarters
|
|
46
McDonald's
MCD
$166B
| $508K | 0.14% |
+1,662
| New | +$509K |
2025 Q4
0 quarters
|
|
|
47
Berkshire Hathaway Class B
BRK.B
$1.1T
| $497K | 0.13% |
+989
| New | +$492K |
2025 Q4
0 quarters
|
|
48
Comcast
CMCSA
$73.3B
| $494K | 0.13% |
+16,525
| New | +$472K |
2025 Q4
0 quarters
|
|
49
Aon
AON
$58B
| $430K | 0.11% |
+1,218
| New | +$425K |
2025 Q4
0 quarters
|
|
|
DFSV
50
U.S. Small Cap Value Portfolio ETF Class Shares
DFSV
$8.06B
| $357K | 0.09% |
+10,853
| New | +$349K |
2025 Q4
0 quarters
|
|
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Platform Wealth Management's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Platform Wealth Management, which disclosed 60 positions worth $376M. Its ten largest holdings account for 65% of the portfolio.
Its largest position is Apple: 227,553 shares worth $61.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 31% of assets, followed by Technology and Communication Services.
- Platform Wealth Management's largest Q4 2025 buy was Apple: 227,553 shares worth $61.9M.
- Platform Wealth Management's ten largest holdings make up 65% of its $376M portfolio in Q4 2025.
- Platform Wealth Management disclosed 60 positions in Q4 2025, its first 13F filing on record.
Based on Platform Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.