Platform Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW Platform Wealth Management, LLC | Institutional Filer | — | $376.1M | 60 |
Current Portfolio Holdings
Showing all 60 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 228K | $61.9M | 16.45% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | — | 1.0M | $40.9M | 10.87% |
| 3 | GOOG | Alphabet Inc. | Technology | 82K | $25.8M | 6.85% |
| 4 | GOOGL | Alphabet Inc. | Technology | 81K | $25.1M | 6.68% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 97K | $22.4M | 5.97% |
| 6 | COST | Costco Wholesale Corporation | Consumer Defensive | 21K | $18.0M | 4.78% |
| 7 | CRM | Salesforce, Inc. | Technology | 56K | $14.9M | 3.96% |
| 8 | AVUV | AMERICAN CENTY ETF TR | — | 120K | $12.2M | 3.24% |
| 9 | AVO | Mission Produce, Inc. | Consumer Defensive | 1.0M | $12.1M | 3.23% |
| 10 | BLK | BlackRock, Inc. | Financial Services | 10K | $10.8M | 2.88% |
| 11 | DFAU | DIMENSIONAL ETF TRUST | — | 228K | $10.7M | 2.84% |
| 12 | DFAI | DIMENSIONAL ETF TRUST | — | 272K | $10.4M | 2.76% |
| 13 | MAR | Marriott International, Inc. | Consumer Cyclical | 33K | $10.2M | 2.72% |
| 14 | ACN | Accenture plc | Technology | 34K | $9.1M | 2.42% |
| 15 | CVS | CVS Health Corporation | Healthcare | 86K | $6.9M | 1.82% |
Showing 1 to 15 of 60 holdings