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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, DFIV, GOOGL, and represent 40.61% of Platt Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFIV, AVLV, NVDA, VSDM, VTEC, CGGG, VBCJ, CGDV, CGHM, VBCI.
Started 8 new stock positions in AMD, QQQ, VBCI, VBCJ, AVLC, GOOG, VBCH, AVLV.
Reduced shares in these 9 stocks: COST, AVDE, CGUS, SHEL, HD, FNDX, LDP, DFAI, JPST.
Sold out of its position in SHEL.
Platt Wealth Management was a net buyer of stock by $8.9M.
Platt Wealth Management has $124M in assets under management (AUM), dropping by 21.27%.
Central Index Key (CIK): 0002109497

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Portfolio Holdings for Platt Wealth Management

Platt Wealth Management holds 57 positions in its portfolio as reported in the June 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)	17.0	$21M	+2%	428k	49.28	View chart
Monster Beverage Corp (MNST)	7.5	$9.3M		97k	96.11	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.0	$7.4M		60k	124.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.3	$6.6M	+36%	122k	54.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	4.9	$6.1M		17k	357.37	View chart
JPMorgan Chase & Co. (JPM)	4.9	$6.1M		19k	327.30	View chart
Apple (AAPL)	4.4	$5.5M	+2%	19k	289.33	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	4.4	$5.5M	+8%	213k	25.85	View chart
Microsoft Corporation (MSFT)	3.9	$4.9M		13k	373.00	View chart
NVIDIA Corporation (NVDA)	3.6	$4.5M	+28%	22k	200.08	View chart
Amazon (AMZN)	3.0	$3.7M	+3%	16k	238.30	View chart
Caterpillar (CAT)	2.9	$3.6M		3.3k	1064.52	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	2.6	$3.3M		69k	47.52	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	2.6	$3.2M	+4%	117k	27.46	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	2.3	$2.8M	+36%	37k	76.62	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	2.1	$2.6M	+2%	65k	40.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.9	$2.4M	+2%	4.8k	500.21	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.6	$1.9M	+20%	41k	47.18	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	1.5	$1.9M	+56%	19k	100.57	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	1.3	$1.6M		75k	21.15	View chart
Costco Wholesale Corporation (COST)	1.2	$1.5M	-40%	1.7k	935.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$1.4M	+7%	2.1k	686.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$1.1M	+5%	33k	33.84	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.9	$1.1M	-4%	35k	31.08	View chart
Capital Group Equity Etf Tr Us Large Growt (CGGG)	0.9	$1.1M	+116%	37k	28.62	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.8	$1.0M	NEW	11k	91.13	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.8	$1.0M	+9%	41k	25.18	View chart
Eli Lilly & Co. (LLY)	0.5	$633k	+6%	528.00	1198.86	View chart
Tesla Motors (TSLA)	0.5	$561k	+6%	1.3k	420.22	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$561k		13k	44.30	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.5	$561k	+30%	11k	50.39	View chart
Vanguard Wellesley Income Target Maturity (VBCJ)	0.4	$558k	NEW	7.4k	75.54	View chart
Qualcomm (QCOM)	0.4	$548k	+4%	3.0k	184.51	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.4	$533k	+32%	6.9k	77.45	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$523k		2.4k	217.92	View chart
Philip Morris International (PM)	0.4	$512k	+2%	2.8k	180.73	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$484k	-35%	11k	44.47	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$477k		1.0k	477.00	View chart
Home Depot (HD)	0.4	$474k	-9%	1.3k	352.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$428k	+500%	5.0k	85.94	View chart
Merck & Co (MRK)	0.3	$426k		3.3k	128.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$422k	+10%	566.00	745.58	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$399k	-63%	4.5k	89.12	View chart
Vanguard Wellesley Income Target Maturity (VBCI)	0.3	$395k	NEW	5.2k	75.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$383k		7.6k	50.45	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$351k		1.5k	242.07	View chart
Vanguard Wellesley Income Trgt Mtrty 2034 (VBCH)	0.3	$313k	NEW	4.1k	75.59	View chart
Advanced Micro Devices (AMD)	0.2	$306k	NEW	527.00	580.65	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$296k		7.2k	41.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$276k	NEW	375.00	736.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$272k	NEW	771.00	352.79	View chart
Kayne Anderson Bdc Com Shs (KBDC)	0.2	$271k		20k	13.50	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.2	$249k		2.4k	103.75	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$229k		4.8k	48.05	View chart
Wal-Mart Stores (WMT)	0.2	$227k		2.0k	112.94	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.2	$220k		3.0k	74.12	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$211k	NEW	2.4k	89.60	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 Q2 filed Aug. 3, 2026
Platt Wealth Management 2026 Q1 filed May 1, 2026
Platt Wealth Management 2025 Q4 filed Feb. 6, 2026

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