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 $124.38K 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
- $124.38K
Holdings by Sector
Platt Wealth Management Llc Portfolio Holdings in Q2 2026
48 holdings in the latest reporting period.
Page 1 of 1
| 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 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 7.48% | 96,834 | - | - | $9,307 |
| AMERICAN CENTY ETF TR | AVUV | Other | 5.99% | 59,705 | +837 | +1.42% | $7,448 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 5.29% | 121,778 | +32,858 | +36.95% | $6,578 |
| ALPHABET INC | GOOGL | Communication Services | 4.90% | 17,058 | +132 | +0.78% | $6,096 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4.89% | 18,567 | +132 | +0.72% | $6,077 |
| APPLE INC | AAPL | Technology | 4.43% | 19,061 | +519 | +2.80% | $5,515 |
| MICROSOFT CORP | MSFT | Technology | 3.91% | 13,032 | +240 | +1.88% | $4,861 |
| NVIDIA CORPORATION | NVDA | Technology | 3.61% | 22,426 | +4,924 | +28.13% | $4,487 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.98% | 15,531 | +532 | +3.55% | $3,701 |
| CATERPILLAR INC | CAT | Industrials | 2.87% | 3,348 | +1 | +0.03% | $3,564 |
| T ROWE PRICE ETF INC | TSPA | Other | 2.64% | 69,042 | +1,328 | +1.96% | $3,281 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 2.59% | 117,391 | +4,920 | +4.37% | $3,224 |
| FIDELITY COVINGTON TRUST | FENI | Other | 2.10% | 64,944 | +1,763 | +2.79% | $2,606 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.93% | 4,790 | +97 | +2.07% | $2,396 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 1.56% | 41,221 | +7,130 | +20.91% | $1,945 |
| VANGUARD CALIF TAX FREE FDS | VTEC | Other | 1.54% | 19,021 | +6,881 | +56.68% | $1,913 |
| COHEN & STEERS LTD DURATION | LDP | Other | 1.27% | 74,662 | -204 | -0.27% | $1,579 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.24% | 1,650 | -1,146 | -40.99% | $1,543 |
| VANGUARD INDEX FDS | VOO | Other | 1.16% | 2,095 | +139 | +7.11% | $1,438 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.90% | 33,128 | +1,702 | +5.42% | $1,121 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.87% | 34,913 | -1,530 | -4.20% | $1,085 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.83% | 11,270 | +11,270 | +100.00% | $1,027 |
| ELI LILLY & CO | LLY | Healthcare | 0.51% | 528 | +31 | +6.24% | $633 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.45% | 12,665 | - | - | $561 |
| TESLA INC | TSLA | Consumer Cyclical | 0.45% | 1,335 | +79 | +6.29% | $561 |
| T ROWE PRICE ETF INC | TFLR | Other | 0.45% | 11,133 | +2,571 | +30.03% | $561 |
| QUALCOMM INC | QCOM | Technology | 0.44% | 2,970 | +135 | +4.76% | $548 |
| VANGUARD INDEX FDS | VTV | Other | 0.42% | 2,400 | - | - | $523 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.41% | 2,833 | +58 | +2.09% | $512 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.39% | 10,884 | -5,899 | -35.15% | $484 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.38% | 1,000 | - | - | $477 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.38% | 1,344 | -135 | -9.13% | $474 |
| VANGUARD INDEX FDS | VUG | Other | 0.34% | 4,980 | +4,150 | +500.00% | $428 |
| MERCK & CO INC | MRK | Healthcare | 0.34% | 3,317 | - | - | $426 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.34% | 566 | +55 | +10.76% | $422 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.32% | 4,477 | -7,673 | -63.15% | $399 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.31% | 7,592 | -58 | -0.76% | $383 |
| ISHARES TR | ITA | Other | 0.28% | 1,450 | - | - | $351 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.25% | 527 | +527 | +100.00% | $306 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.24% | 7,187 | -92 | -1.26% | $296 |
| INVESCO QQQ TR | QQQ | Other | 0.22% | 375 | +375 | +100.00% | $276 |
| ALPHABET INC | GOOG | Communication Services | 0.22% | 771 | +771 | +100.00% | $272 |
| KAYNE ANDERSON BDC INC | KBDC | Other | 0.22% | 20,079 | - | - | $271 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 0.18% | 4,766 | - | - | $229 |
| WALMART INC | WMT | Consumer Defensive | 0.18% | 2,010 | - | - | $227 |
| VICTORY PORTFOLIOS II | CDC | Other | 0.18% | 2,968 | - | - | $220 |
| AMERICAN CENTY ETF TR | AVLC | Other | 0.17% | 2,355 | +2,355 | +100.00% | $211 |