☆Platform Wealth Management, LLC
Quality Q
0.294
AUM ($M)
273
Positions
57
Turnover
0.23
Top-10 wt
66%
Herfindahl
0.066
History (qtrs)
2
Excess Return
—
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Holdings · 57 positions · portfolio value $273M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | NEW | — | 17.8% | +17.8% | 48.6 | 1,095,516 | +1,095,516 | 1 | — |
| ☆AAPL funds › | APPLE INC | NEW | — | 11.0% | +11.0% | 29.9 | 103,471 | +103,471 | 1 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | NEW | — | 5.8% | +5.8% | 15.9 | 127,675 | +127,675 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC | NEW | — | 5.3% | +5.3% | 14.4 | 40,323 | +40,323 | 1 | — |
| ☆DFAU funds › | DIMENSIONAL ETF TRUST | NEW | — | 5.1% | +5.1% | 14.0 | 270,773 | +270,773 | 1 | — |
| ☆GOOG funds › | ALPHABET INC | NEW | — | 5.0% | +5.0% | 13.6 | 38,514 | +38,514 | 1 | — |
| ☆AVO funds › | MISSION PRODUCE INC | NEW | — | 4.5% | +4.5% | 12.3 | 1,045,703 | +1,045,703 | 1 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | NEW | — | 4.5% | +4.5% | 12.2 | 295,064 | +295,064 | 1 | — |
| ☆AMZN funds › | AMAZON COM INC | NEW | — | 3.8% | +3.8% | 10.4 | 43,840 | +43,840 | 1 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | NEW | — | 3.4% | +3.4% | 9.4 | 10,041 | +10,041 | 1 | — |
| ☆MAR funds › | MARRIOTT INTL INC NEW | NEW | — | 2.2% | +2.2% | 5.9 | 15,918 | +15,918 | 1 | — |
| ☆DFGR funds › | DIMENSIONAL ETF TRUST | NEW | — | 2.1% | +2.1% | 5.8 | 201,799 | +201,799 | 1 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | NEW | — | 2.1% | +2.1% | 5.8 | 83,404 | +83,404 | 1 | — |
| ☆DFAX funds › | DIMENSIONAL ETF TRUST | NEW | — | 1.9% | +1.9% | 5.1 | 137,892 | +137,892 | 1 | — |
| ☆BLK funds › | BLACKROCK INC | NEW | — | 1.7% | +1.7% | 4.7 | 4,890 | +4,890 | 1 | — |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST | NEW | — | 1.6% | +1.6% | 4.4 | 80,137 | +80,137 | 1 | — |
| ☆CVS funds › | CVS HEALTH CORP | NEW | — | 1.6% | +1.6% | 4.4 | 42,600 | +42,600 | 1 | — |
| ☆CRM funds › | SALESFORCE INC | NEW | — | 1.6% | +1.6% | 4.3 | 27,484 | +27,484 | 1 | — |
| ☆DFEM funds › | DIMENSIONAL ETF TRUST | NEW | — | 1.6% | +1.6% | 4.3 | 105,365 | +105,365 | 1 | — |
| ☆DFUS funds › | DIMENSIONAL ETF TRUST | NEW | — | 1.5% | +1.5% | 4.2 | 51,470 | +51,470 | 1 | — |
| ☆AVDV funds › | AMERICAN CENTY ETF TR | NEW | — | 1.5% | +1.5% | 4.2 | 40,373 | +40,373 | 1 | — |
| ☆TJX funds › | TJX COS INC NEW | NEW | — | 1.2% | +1.2% | 3.2 | 21,337 | +21,337 | 1 | — |
| ☆DFAE funds › | DIMENSIONAL ETF TRUST | NEW | — | 1.1% | +1.1% | 3.1 | 77,268 | +77,268 | 1 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | NEW | — | 1.0% | +1.0% | 2.8 | 8,613 | +8,613 | 1 | — |
| ☆DFNM funds › | DIMENSIONAL ETF TRUST | NEW | — | 1.0% | +1.0% | 2.8 | 57,058 | +57,058 | 1 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.9% | +0.9% | 2.5 | 45,467 | +45,467 | 1 | — |
| ☆CME funds › | CME GROUP INC | NEW | — | 0.8% | +0.8% | 2.1 | 9,566 | +9,566 | 1 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | NEW | — | 0.8% | +0.8% | 2.1 | 16,975 | +16,975 | 1 | — |
| ☆AVUS funds › | AMERICAN CENTY ETF TR | NEW | — | 0.7% | +0.7% | 2.0 | 15,279 | +15,279 | 1 | — |
| ☆NKE funds › | NIKE INC | NEW | — | 0.6% | +0.6% | 1.7 | 41,235 | +41,235 | 1 | — |
| ☆FISV funds › | FISERV INC | NEW | — | 0.5% | +0.5% | 1.5 | 29,567 | +29,567 | 1 | — |
| ☆DFIC funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.5% | +0.5% | 1.4 | 37,362 | +37,362 | 1 | — |
| ☆SBUX funds › | STARBUCKS CORP | NEW | — | 0.5% | +0.5% | 1.4 | 13,563 | +13,563 | 1 | — |
| ☆EA funds › | ELECTRONIC ARTS INC | NEW | — | 0.4% | +0.4% | 1.0 | 4,938 | +4,938 | 1 | — |
| ☆PEP funds › | PEPSICO INC | NEW | — | 0.3% | +0.3% | 1.0 | 7,042 | +7,042 | 1 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | NEW | — | 0.3% | +0.3% | 0.9 | 6,466 | +6,466 | 1 | — |
| ☆IXUS funds › | ISHARES TR | NEW | — | 0.3% | +0.3% | 0.9 | 8,980 | +8,980 | 1 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | NEW | — | 0.3% | +0.3% | 0.8 | 1,210 | +1,210 | 1 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | NEW | — | 0.3% | +0.3% | 0.7 | 1 | +1 | 1 | — |
| ☆DFSD funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.2% | +0.2% | 0.7 | 14,201 | +14,201 | 1 | — |
| ☆CWBC funds › | COMMUNITY WEST BANCSHARES NE | NEW | — | 0.2% | +0.2% | 0.7 | 24,791 | +24,791 | 1 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | NEW | — | 0.2% | +0.2% | 0.6 | 2,514 | +2,514 | 1 | — |
| ☆MSFT funds › | MICROSOFT CORP | NEW | — | 0.2% | +0.2% | 0.6 | 1,581 | +1,581 | 1 | — |
| ☆DISV funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.2% | +0.2% | 0.5 | 13,430 | +13,430 | 1 | — |
| ☆DE funds › | DEERE & CO | NEW | — | 0.2% | +0.2% | 0.5 | 750 | +750 | 1 | — |
| ☆AVGO funds › | BROADCOM INC | NEW | — | 0.2% | +0.2% | 0.5 | 1,205 | +1,205 | 1 | — |
| ☆MCD funds › | MCDONALDS CORP | NEW | — | 0.2% | +0.2% | 0.4 | 1,639 | +1,639 | 1 | — |
| ☆AON funds › | AON PLC | NEW | — | 0.1% | +0.1% | 0.4 | 1,215 | +1,215 | 1 | — |
| ☆DFSV funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.1% | +0.1% | 0.4 | 9,332 | +9,332 | 1 | — |
| ☆ABBV funds › | ABBVIE INC | NEW | — | 0.1% | +0.1% | 0.4 | 1,409 | +1,409 | 1 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | NEW | — | 0.1% | +0.1% | 0.3 | 1,528 | +1,528 | 1 | — |
| ☆GLW funds › | CORNING INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,165 | +1,165 | 1 | — |
| ☆VLUE funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 1,441 | +1,441 | 1 | — |
| ☆IVLU funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 6,807 | +6,807 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | NEW | — | 0.1% | +0.1% | 0.3 | 561 | +561 | 1 | — |
| ☆PEG funds › | PUBLIC SVC ENTERPRISE GROUP | NEW | — | 0.1% | +0.1% | 0.2 | 2,845 | +2,845 | 1 | — |
| ☆LOW funds › | LOWES COS INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,000 | +1,000 | 1 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 273 | 57 | 0.00 | 66% | 0.066 | 0.741 | — | entered |
| 2025Q4 | 376 | 60 | 0.00 | 65% | 0.064 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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