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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 %
98.11%
Top 10 Hldgs %
64.91%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$61.1M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$40.3M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$23M
5
AMZN icon
Amazon
AMZN
+$22.2M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 24.5%
2 Communication Services 13.67%
3 Consumer Discretionary 12.74%
4 Consumer Staples 8.98%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFEM icon
26
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.51B
$3.47M 0.92%
+104,901
New +$3.43M
DFUV icon
27
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$3.32M 0.88%
+71,276
New +$3.23M
DFAE icon
28
Dimensional Emerging Core Equity Market ETF
DFAE
$10B
$2.49M 0.66%
+76,446
New +$2.46M
DFIV icon
29
Dimensional International Value ETF
DFIV
$22B
$2.33M 0.62%
+46,646
New +$2.22M
SBUX icon
30
Starbucks
SBUX
$124B
$2.3M 0.61%
+27,354
New +$2.31M
PEP icon
31
PepsiCo
PEP
$194B
$2.01M 0.53%
+13,998
New +$2.06M
PG icon
32
Procter & Gamble
PG
$337B
$1.66M 0.44%
+11,591
New +$1.71M
PYPL icon
33
PayPal
PYPL
$52.9B
$1.46M 0.39%
+24,948
New +$1.62M
AVUS icon
34
Avantis US Equity ETF
AVUS
$14.5B
$1.4M 0.37%
+12,485
New +$1.38M
DFNM icon
35
Dimensional National Municipal Bond ETF
DFNM
$2.28B
$1.38M 0.37%
+28,589
New +$1.38M
MSFT icon
36
Microsoft
MSFT
$3.69T
$1.37M 0.37%
+2,842
New +$1.42M
DFIC icon
37
Dimensional International Core Equity 2 ETF
DFIC
$15.5B
$1.14M 0.3%
+33,209
New +$1.11M
DFSD
38
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.22B
$1.09M 0.29%
+22,752
New +$1.1M
IXUS icon
39
iShares Core MSCI Total International Stock ETF
IXUS
$61B
$809K 0.22%
+9,554
New +$801K
BRK.A icon
40
Berkshire Hathaway Class A
BRK.A
$1.08T
$755K 0.2%
+1
New +$746K
VOO icon
41
Vanguard S&P 500 ETF
VOO
$1.02T
$745K 0.2%
+1,187
New +$738K
DISV icon
42
Dimensional International Small Cap Value ETF
DISV
$5.25B
$606K 0.16%
+15,941
New +$578K
CWBC
43
Community West Bancshares
CWBC
$706M
$558K 0.15%
+24,791
New +$543K
JNJ icon
44
Johnson & Johnson
JNJ
$651B
$521K 0.14%
+2,518
New +$498K
AVGO icon
45
Broadcom
AVGO
$1.69T
$521K 0.14%
+1,505
New +$538K
MCD icon
46
McDonald's
MCD
$189B
$508K 0.14%
+1,662
New +$509K
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.08T
$497K 0.13%
+989
New +$492K
CMCSA icon
48
Comcast
CMCSA
$96.5B
$494K 0.13%
+16,525
New +$472K
AON icon
49
Aon
AON
$75.1B
$430K 0.11%
+1,218
New +$425K
DFSV
50
Dimensional US Small Cap Value ETF
DFSV
$8.35B
$357K 0.09%
+10,853
New +$349K
1
2
3

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AAM
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MEPT
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PF
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MMM
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KC
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VSI
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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 Technology at 25% of assets, followed by Communication Services and Consumer Discretionary.

  • 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.