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Home > Institutional Investor > Platform Wealth Management, Llc > 13F Holdings

Instuitional Investor - Platform Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 1,095,516 $48,597,106 17.78%
2.
Apple Inc.
 AAPL 103,471 $29,940,507 10.96%
3.
American Centy Etf Tr
 127,675 $15,928,778 5.83%
4.
Alphabet Inc.
 GOOGL 40,323 $14,410,231 5.27%
5.
Dimensional Etf Trust
 DFAC 270,773 $13,996,241 5.12%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.