Platt Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$103K
Q ending 2026-03-31
Prior quarter
$101K
Q ending 2025-12-31
Change
+1.7% QoQ
Positions
50
reported holdings
Largest positions
All 50 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Capital Group Dividend Value | CGDV | Shares | $18K | 418K |
| Monster Beverage Corp New | MNST | Shares | $7K | 97K |
| American Centy Etf Tr | AVUV | Shares | $7K | 59K |
| Jpmorgan Chase & Co. | JPM | Shares | $5K | 18K |
| Capital Grp Fixed Incm Etf T | CGHM | Shares | $5K | 195K |
| Alphabet Inc | GOOGL | Shares | $5K | 17K |
| Microsoft Corp | MSFT | Shares | $5K | 13K |
| Apple Inc | AAPL | Shares | $5K | 19K |
| Dimensional Etf Trust | DFIV | Shares | $5K | 89K |
| Amazon Com Inc | AMZN | Shares | $3K | 15K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $3K | 112K |
| Nvidia Corporation | NVDA | Shares | $3K | 18K |
| Costco Whsl Corp New | COST | Shares | $3K | 3K |
| T Rowe Price Etf Inc | TSPA | Shares | $3K | 68K |
| Caterpillar Inc | CAT | Shares | $2K | 3K |
| Fidelity Covington Trust | FENI | Shares | $2K | 63K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2K | 5K |
| Vanguard Mun Bd Fds | VSDM | Shares | $2K | 27K |
| Cohen & Steers Ltd Duration | LDP | Shares | $1K | 75K |
| Capital Group Growth Etf | CGGR | Shares | $1K | 34K |
| Vanguard Calif Tax Free Fds | VTEC | Shares | $1K | 12K |
| Vanguard Index Fds | VOO | Shares | $1K | 2K |
| American Centy Etf Tr | AVDE | Shares | $1K | 12K |
| Schwab Strategic Tr | FNDX | Shares | $1K | 36K |
| Mfs Active Exchange Traded F | MFSM | Shares | $916 | 37K |
| Schwab Strategic Tr | SCHG | Shares | $915 | 31K |
| Capital Group Core Equity Et | CGUS | Shares | $644 | 17K |
| Dimensional Etf Trust | DFAC | Shares | $492 | 13K |
| Home Depot Inc | HD | Shares | $486 | 1K |
| Vanguard Index Fds | VTV | Shares | $470 | 2K |
| Tesla Inc | TSLA | Shares | $467 | 1K |
| Philip Morris Intl Inc | PM | Shares | $458 | 3K |
| Eli Lilly & Co | LLY | Shares | $457 | 497 |
| Capital Group Equity Etf Tr | CGGG | Shares | $437 | 17K |
| T Rowe Price Etf Inc | TFLR | Shares | $431 | 9K |
| Vanguard Malvern Fds | VPLS | Shares | $403 | 5K |
| Merck & Co Inc | MRK | Shares | $398 | 3K |
| J P Morgan Exchange Traded F | JPST | Shares | $387 | 8K |
| Qualcomm Inc | QCOM | Shares | $365 | 3K |
| Vanguard Index Fds | VUG | Shares | $362 | 830 |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $337 | 1K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $332 | 511 |
| Ishares Tr | ITA | Shares | $317 | 1K |
| Dimensional Etf Trust | DFAI | Shares | $283 | 7K |
| Kayne Anderson Bdc Inc | KBDC | Shares | $275 | 20K |
| Walmart Inc | WMT | Shares | $249 | 2K |
| Vanguard Ny Tax Free Fds | MUNY | Shares | $245 | 2K |
| Shell Plc | SHEL | Shares | $232 | 3K |
| First Tr Exchange-Traded Fd | FVD | Shares | $224 | 5K |
| Victory Portfolios Ii | CDC | Shares | $212 | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.