Platt Wealth Management

Platt Wealth Management as of June 30, 2026

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