Platt Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 3, 2026, Platt Wealth Management Llc disclosed 57 stock positions valued at approximately $124.38M as of quarter-end June 30, 2026. The largest holdings include CAPITAL GROUP DIVIDEND VALUE, MONSTER BEVERAGE CORP NEW, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 57
- Portfolio Value
- $124.38M
Holdings by Sector
Platt Wealth Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 16.95% | 427,896 | +9,622 | +2.30% | $21,086,000 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 7.48% | 96,834 | - | - | $9,307,000 |
| AMERICAN CENTY ETF TR | AVUV | Other | 5.99% | 59,705 | +837 | +1.42% | $7,448,000 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 5.29% | 121,778 | +32,858 | +36.95% | $6,578,000 |
| ALPHABET INC | GOOGL | Communication Services | 4.90% | 17,058 | +132 | +0.78% | $6,096,000 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4.89% | 18,567 | +132 | +0.72% | $6,077,000 |
| APPLE INC | AAPL | Technology | 4.43% | 19,061 | +519 | +2.80% | $5,515,000 |
| CAPITAL GRP FIXED INCM ETF T | CGHM | Other | 4.42% | 212,617 | +17,358 | +8.89% | $5,496,000 |
| MICROSOFT CORP | MSFT | Technology | 3.91% | 13,032 | +240 | +1.88% | $4,861,000 |
| NVIDIA CORPORATION | NVDA | Technology | 3.61% | 22,426 | +4,924 | +28.13% | $4,487,000 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.98% | 15,531 | +532 | +3.55% | $3,701,000 |
| CATERPILLAR INC | CAT | Industrials | 2.87% | 3,348 | +1 | +0.03% | $3,564,000 |
| T ROWE PRICE ETF INC | TSPA | Other | 2.64% | 69,042 | +1,328 | +1.96% | $3,281,000 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 2.59% | 117,391 | +4,920 | +4.37% | $3,224,000 |
| VANGUARD MUN BD FDS | VSDM | Other | 2.26% | 36,742 | +9,782 | +36.28% | $2,815,000 |
| FIDELITY COVINGTON TRUST | FENI | Other | 2.10% | 64,944 | +1,763 | +2.79% | $2,606,000 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.93% | 4,790 | +97 | +2.07% | $2,396,000 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 1.56% | 41,221 | +7,130 | +20.91% | $1,945,000 |
| VANGUARD CALIF TAX FREE FDS | VTEC | Other | 1.54% | 19,021 | +6,881 | +56.68% | $1,913,000 |
| COHEN & STEERS LTD DURATION | LDP | Other | 1.27% | 74,662 | -204 | -0.27% | $1,579,000 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.24% | 1,650 | -1,146 | -40.99% | $1,543,000 |
| VANGUARD INDEX FDS | VOO | Other | 1.16% | 2,095 | +139 | +7.11% | $1,438,000 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.90% | 33,128 | +1,702 | +5.42% | $1,121,000 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.87% | 34,913 | -1,530 | -4.20% | $1,085,000 |
| CAPITAL GROUP EQUITY ETF TR | CGGG | Other | 0.86% | 37,346 | +20,087 | +116.39% | $1,069,000 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.83% | 11,270 | +11,270 | +100.00% | $1,027,000 |
| MFS ACTIVE EXCHANGE TRADED F | MFSM | Other | 0.82% | 40,475 | +3,600 | +9.76% | $1,019,000 |
| ELI LILLY & CO | LLY | Healthcare | 0.51% | 528 | +31 | +6.24% | $633,000 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.45% | 12,665 | - | - | $561,000 |
| T ROWE PRICE ETF INC | TFLR | Other | 0.45% | 11,133 | +2,571 | +30.03% | $561,000 |
Showing 30 of 57 holdings in the latest reporting period.