Platform Wealth Management
Platform Wealth Management reported 57 stocks worth $273M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are Dimensional ETF Trust (17.8%), AAPL (11.0%) and AVUV (5.8%). Compared with Q4 2025, the fund opened new positions in GLW and VLUE, added to AVUV, DFAU and DFAI, trimmed AAPL, GOOGL and GOOG and sold out of PYPL, CMCSA and V.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $48.6M | 17.8% | 1.1M | +63K (+6%) | 2 of 2 | |
| 2 |  AAPL Apple Inc | $29.9M | 11.0% | 103K | −124K (−55%) | 2 of 2 | |
| 3 |  AVUV American Centy ETF TR | $15.9M | 5.8% | 128K | +8,138 (+7%) | 2 of 2 | |
| 4 |  GOOGL Alphabet Inc | $14.4M | 5.3% | 40K | −40K (−50%) | 2 of 2 | |
| 5 |  DFAU Dimensional ETF Trust | $14M | 5.1% | 271K | +43K (+19%) | 2 of 2 | |
| 6 |  GOOG Alphabet Inc | $13.6M | 5.0% | 39K | −44K (−53%) | 2 of 2 | |
| 7 |  AVO Mission Produce Inc | $12.3M | 4.5% | 1M | No change | 2 of 2 | |
| 8 |  DFAI Dimensional Intern Core | $12.2M | 4.5% | 295K | +23K (+8%) | 2 of 2 | |
| 9 |  AMZN Amazon Com Inc | $10.4M | 3.8% | 44K | −53K (−55%) | 2 of 2 | |
| 10 |  COST Costco Whsl Corp New | $9.4M | 3.4% | 10K | −11K (−52%) | 2 of 2 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q4 2025 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q4 2025, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PYPL Paypal Hldgs Inc | $1.5M | 25K |
 CMCSA Comcast Corp New | $494K | 17K |
 V Visa Inc | $324K | 923 |
 ZTS Zoetis Inc | $284K | 2,260 |
HONEYWELL INTL INC | $262K | 1,341 |
🔒 Free account: see all 6.
Reported value
last 2 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Platform Wealth Management 13F FAQ
What does Platform Wealth Management own?
Platform Wealth Management reported 57 stocks worth $273M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are Dimensional ETF Trust (17.8%), AAPL (11.0%) and AVUV (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Platform Wealth Management buy and sell in Q2 2026?
Compared with Q4 2025: 3 new positions, 13 added to, 35 trimmed and 6 sold out. New positions include GLW and VLUE. It sold all of PYPL, CMCSA and V.
When will Platform Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Platform Wealth Management's portfolio worth?
The Q2 2026 filing reports $273M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.