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Platt Wealth Management

Latest statistics and disclosures from Platt Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109497

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Positions held by Platt Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Platt Wealth Management

Platt Wealth Management holds 44 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Capital Group Dividend Value Shs Creation Uni (CGDV)	18.2	$18M	420k	43.64	View chart
Microsoft Corporation (MSFT)	7.5	$7.6M	16k	483.55	View chart
Monster Beverage Corp (MNST)	7.4	$7.4M	97k	76.67	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.0	$6.1M	60k	101.97	View chart
JPMorgan Chase & Co. (JPM)	5.7	$5.8M	18k	322.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	5.2	$5.3M	17k	313.00	View chart
Apple (AAPL)	5.0	$5.1M	19k	271.84	View chart
Amazon (AMZN)	4.5	$4.6M	20k	230.77	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	4.4	$4.4M	174k	25.48	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.9	$3.9M	78k	49.90	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	3.2	$3.2M	119k	27.37	View chart
NVIDIA Corporation (NVDA)	3.1	$3.1M	17k	186.45	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	2.9	$2.9M	68k	42.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.3	$2.3M	4.7k	502.46	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	2.2	$2.2M	61k	36.58	View chart
Caterpillar (CAT)	1.9	$1.9M	3.3k	572.75	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	1.7	$1.8M	83k	21.16	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	1.7	$1.7M	23k	76.44	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.0	$972k	22k	44.44	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$941k	29k	32.59	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.9	$923k	37k	25.03	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.9	$897k	33k	27.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$791k	1.3k	626.78	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.7	$675k	17k	40.22	View chart
Philip Morris International (PM)	0.6	$577k	3.6k	160.28	View chart
Tesla Motors (TSLA)	0.6	$564k	1.3k	449.04	View chart
Home Depot (HD)	0.5	$543k	1.6k	343.89	View chart
Eli Lilly & Co. (LLY)	0.5	$533k	497.00	1072.43	View chart
Costco Wholesale Corporation (COST)	0.5	$509k	591.00	861.25	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$501k	13k	39.56	View chart
Qualcomm (QCOM)	0.5	$484k	2.8k	170.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$458k	2.4k	190.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$404k	830.00	486.75	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.4	$395k	7.7k	51.37	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$386k	7.6k	50.54	View chart
Capital Group Equity Etf Tr Us Large Growt (CGGG)	0.4	$365k	13k	28.55	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$348k	511.00	681.02	View chart
Merck & Co (MRK)	0.3	$343k	3.3k	105.02	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$311k	1.5k	214.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$303k	1.0k	303.00	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$277k	7.3k	38.06	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.3	$264k	3.4k	77.83	View chart
Wal-Mart Stores (WMT)	0.2	$223k	2.0k	110.95	View chart
Kayne Anderson Bdc Com Shs (KBDC)	0.2	$175k	12k	14.30	View chart

Past Filings by Platt Wealth Management

SEC 13F filings are viewable for Platt Wealth Management going back to 2025

Platt Wealth Management 2025 Q4 filed Feb. 6, 2026

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