Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Dimensional Etf TrustCUSIP 25434V708 | $48.6M | 17.8% | |
| AAPLApple Inc | $29.9M | 11.0% | |
| AVUVAmerican Centy Etf Tr | $15.9M | 5.8% | |
| GOOGLAlphabet Inc | $14.4M | 5.3% | |
| DFAUDimensional Etf Trust | $14.0M | 5.1% | |
| GOOGAlphabet Inc | $13.6M | 5.0% | |
| AVOMission Produce Inc | $12.3M | 4.5% | |
| DFAIDimensional Etf Trust | $12.2M | 4.5% | |
| AMZNAmazon Com Inc | $10.4M | 3.8% | |
| COSTCostco Wholesale Corporation | $9.4M | 3.4% | |
| MARMarriott Intl Inc New | $5.9M | 2.2% | |
| DFGRDimensional Etf Trust | $5.8M | 2.1% | |
| Dimensional Etf TrustCUSIP 25434V609 | $5.8M | 2.1% | |
| DFAXDimensional Etf Trust | $5.1M | 1.9% | |
| BLKBlackrock Inc | $4.7M | 1.7% | |
| DFUVDimensional Etf Trust | $4.4M | 1.6% | |
| CVSCvs Health Corp | $4.4M | 1.6% | |
| CRMSalesforce Inc | $4.3M | 1.6% | |
| DFEMDimensional Etf Trust | $4.3M | 1.6% | |
| DFUSDimensional Etf Trust | $4.2M | 1.5% | |
| AVDVAmerican Centy Etf Tr | $4.2M | 1.5% | |
| TJXTjx Cos Inc New | $3.2M | 1.2% | |
| DFAEDimensional Etf Trust | $3.1M | 1.1% | |
| JPMJpmorgan Chase & Co | $2.8M | 1.0% | |
| DFNMDimensional Etf Trust | $2.8M | 1.0% |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| March 31, 2026 | −3.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Platform Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2110622&type=13F-HR&dateb=&owner=include&count=40CIK 2110622
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2110622/000208585326000973/Filed August 11, 2026 · accession 0002085853-26-000973