SEC Form 13F

Platform Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$273,300,392
Positions57

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$48,597,1061,095,516
APPLE INCAAPLCOM$29,940,507103,471
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$15,928,778127,675
ALPHABET INCGOOGLCAP STK CL A$14,410,23140,323
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$13,996,241270,773
ALPHABET INCGOOGCAP STK CL C$13,608,15238,514
MISSION PRODUCE INCAVOCOM$12,328,8381,045,703
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$12,171,372295,064
AMAZON COM INCAMZNCOM$10,448,82643,840
COSTCO WHOLESALE CORPORATIONCOSTCOM$9,393,05410,041

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page