Platt Wealth Management

Platt Wealth Management as of March 31, 2026

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