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Platt Wealth Management

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

Top 5 stock holdings are CGDV, MNST, AVUV, JPM, CGHM, and represent 40.64% of Platt Wealth Management's stock portfolio.
Added to shares of these 10 stocks: COST, VTEC, AVDE, DFIV, CGHM, CGGR, VOO, VSDM, MUNY, SHEL.
Started 6 new stock positions in AVDE, VTEC, SHEL, FVD, MUNY, CDC.
Reduced shares in these 10 stocks: MSFT, AMZN, LDP, CGMU, PM, AVUV, CGDV, AAPL, HD, TSPA.
Platt Wealth Management was a net buyer of stock by $5.9M.
Platt Wealth Management has $103M in assets under management (AUM), dropping by 1.68%.
Central Index Key (CIK): 0002109497

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Portfolio Holdings for Platt Wealth Management

Platt Wealth Management holds 50 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Dividend Value Shs Creation Uni (CGDV)	17.3	$18M		418k	42.54	View chart
Monster Beverage Corp (MNST)	6.8	$7.0M		97k	72.45	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.3	$6.5M		59k	110.47	View chart
JPMorgan Chase & Co. (JPM)	5.3	$5.4M	+2%	18k	294.11	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	4.8	$4.9M	+12%	195k	25.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	4.7	$4.9M		17k	287.55	View chart
Microsoft Corporation (MSFT)	4.6	$4.7M	-18%	13k	370.15	View chart
Apple (AAPL)	4.6	$4.7M		19k	253.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.6	$4.7M	+13%	89k	52.78	View chart
Amazon (AMZN)	3.0	$3.1M	-24%	15k	208.21	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	3.0	$3.1M	-5%	113k	27.14	View chart
NVIDIA Corporation (NVDA)	3.0	$3.1M	+5%	18k	174.38	View chart
Costco Wholesale Corporation (COST)	2.7	$2.8M	+373%	2.8k	996.07	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	2.7	$2.8M		68k	40.89	View chart
Caterpillar (CAT)	2.3	$2.4M		3.3k	708.40	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	2.3	$2.3M	+3%	63k	37.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.2	$2.2M		4.7k	479.01	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	2.0	$2.1M	+19%	27k	76.26	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	1.5	$1.5M	-10%	75k	19.97	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.3	$1.4M	+55%	34k	40.19	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	1.2	$1.2M	NEW	12k	99.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$1.2M	+54%	2.0k	597.14	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.0	$1.0M	NEW	12k	84.77	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.0	$1.0M	+10%	36k	27.82	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.9	$916k		37k	24.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$915k	+8%	31k	29.12	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.6	$644k		17k	38.37	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$492k		13k	38.85	View chart
Home Depot (HD)	0.5	$486k	-6%	1.5k	328.60	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$470k		2.4k	195.83	View chart
Tesla Motors (TSLA)	0.5	$467k		1.3k	371.82	View chart
Philip Morris International (PM)	0.4	$458k	-22%	2.8k	165.04	View chart
Eli Lilly & Co. (LLY)	0.4	$457k		497.00	919.52	View chart
Capital Group Equity Etf Tr Us Large Growt (CGGG)	0.4	$437k	+34%	17k	25.32	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.4	$431k	+11%	8.6k	50.34	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.4	$403k	+53%	5.2k	77.43	View chart
Merck & Co (MRK)	0.4	$398k		3.3k	119.99	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$387k		7.7k	50.59	View chart
Qualcomm (QCOM)	0.4	$365k		2.8k	128.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$362k		830.00	436.14	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$337k		1.0k	337.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$332k		511.00	649.71	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$317k		1.5k	218.62	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$283k		7.3k	38.88	View chart
Kayne Anderson Bdc Com Shs (KBDC)	0.3	$275k	+64%	20k	13.70	View chart
Wal-Mart Stores (WMT)	0.2	$249k		2.0k	123.88	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.2	$245k	NEW	2.4k	102.08	View chart
Shell Spon Ads (SHEL)	0.2	$232k	NEW	2.5k	92.80	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$224k	NEW	4.8k	47.00	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.2	$212k	NEW	3.0k	71.43	View chart

Past Filings by Platt Wealth Management

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

Platt Wealth Management 2026 Q1 filed May 1, 2026
Platt Wealth Management 2025 Q4 filed Feb. 6, 2026

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