Platt Wealth Management Q2 Portfolio Changes: Focus on ETFs and Tech Stocks

As of the Platt Wealth Management portfolio filing date on June 30th, 2026, there were observable changes in stock holdings during this quarter.

The largest holding, CAPITAL GROUP DIVIDEND VALUE ETF (CGDV), continued its upward trajectory with a small increase of 2.3% in shares and positive performance this quarter.

In the Technology sector, Platt Wealth Management maintained positions in NVIDIA (NVDA) and Microsoft (MSFT), both showing significant growth in their portfolio weightings. Additionally, the investor saw slight increases in holdings of other tech giants like Apple (AAPL) and Communication Services leader Alphabet (GOOGL).

The Financial Services sector saw a modest increase in holdings of JPMorgan Chase (JPM) during the quarter.

In terms of new positions or increased allocations, Platt Wealth Management added shares to several ETFs this quarter including Vanguard Information Technology ETF (VUG), Schwab U.S. Small Cap IT ETF (FNDX) and significantly increased holdings of the California Municipal Bond fund (Vanguard California Tax-Free Fund (VTEC)). The investor also made substantial additions to American Century Information Technology ETF (AVLV) and the Capital Group Dividend Value ETF (CGDV). Furthermore, there was a notable increase in holdings of American Century Core U.S. ETF (AVLC).

Conversely, the investor reduced or exited positions in several other funds and stocks this quarter. Platt Wealth Management decreased holdings of Capital Group Core Equity ETF (CGUS), sold shares from Fidelity Conv. Inc. Fund I (FENI) and Schwab Strategic Trust ETF (SCHG). The most significant reduction was the complete exit from American Century Dynamic Equity ETF (AVDE), which saw a 63.15% decrease in shares and effectively left the portfolio.