Platt Wealth Management

Platt Wealth Management as of Dec. 31, 2025

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