Institutional Manager · CIK 0002110622
Platform Wealth Management, LLC
HOLLADAY, UT · File #028-26192
Latest AUM
$376.1M
Positions
82
Top-10 Concentration
52.7%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 1,032,484 | $40.9M | 11.36% |
| 2 | APPLE INC | AAPL | 120,035 | $32.6M | 9.07% |
| 3 | APPLE INC | AAPL | 107,518 | $29.2M | 8.12% |
| 4 | ALPHABET INC | GOOG | 42,145 | $13.2M | 3.67% |
| 5 | ALPHABET INC | GOOG | 40,366 | $12.6M | 3.51% |
| 6 | ALPHABET INC | GOOG | 39,973 | $12.5M | 3.48% |
| 7 | ALPHABET INC | GOOG | 40,192 | $12.5M | 3.47% |
| 8 | AMERICAN CENTY ETF TR | 025072877 | 119,537 | $12.2M | 3.39% |
| 9 | MISSION PRODUCE INC | AVO | 1,045,703 | $12.1M | 3.37% |
| 10 | AMAZON COM INC | AMZN | 51,427 | $11.9M | 3.30% |
| 11 | DIMENSIONAL ETF TRUST | 25434V104 | 228,026 | $10.7M | 2.96% |
| 12 | AMAZON COM INC | AMZN | 45,810 | $10.6M | 2.94% |
| 13 | DIMENSIONAL ETF TRUST | 25434V203 | 272,128 | $10.4M | 2.88% |
| 14 | COSTCO WHSL CORP NEW | 22160K105 | 10,598 | $9.1M | 2.54% |
| 15 | COSTCO WHSL CORP NEW | 22160K105 | 10,244 | $8.8M | 2.45% |
| 16 | SALESFORCE INC | CRM | 28,747 | $7.6M | 2.12% |
| 17 | SALESFORCE INC | CRM | 27,493 | $7.3M | 2.02% |
| 18 | BLACKROCK INC | BLK | 5,080 | $5.4M | 1.51% |
| 19 | BLACKROCK INC | BLK | 5,056 | $5.4M | 1.50% |
| 20 | DIMENSIONAL ETF TRUST | 25434V658 | 193,518 | $5.1M | 1.42% |