Platt Wealth Management LLC
13F Reported Value
ⓘ$102,557
Holdings
50
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Platt Wealth Management LLC disclosed 50 positions worth $102,557 in its Form 13F-HR for Q1 2026, followed by $MNST. During the quarter the fund opened 5 new positions and exited 0. The portfolio is most concentrated in Other (57.3% of disclosed assets). All figures are sourced directly from Platt Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 2109497.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
CAPITAL GROUP DIVIDEND VALUE
—Quality
$17.8K418,274 sh- 77.0#93
Quality
$7.0K96,834 sh AMERICAN CENTY ETF TR
—Quality
$6.5K58,868 sh- 35.6
Quality
$5.4K18,435 sh CAPITAL GRP FIXED INCM ETF T
—Quality
$4.9K195,259 sh- 80.2
Quality
$4.9K16,926 sh - 83.7
Quality
$4.7K12,792 sh - 76.1
Quality
$4.7K18,542 sh DIMENSIONAL ETF TRUST
—Quality
$4.7K88,920 sh- 74.6
Quality
$3.1K14,999 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | — | $17.8K | 418,274 |
 Monster Beverage Corp$MNST | 77.0#93 | $7.0K | 96,834 |
| AMERICAN CENTY ETF TR | — | $6.5K | 58,868 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $5.4K | 18,435 |
| CAPITAL GRP FIXED INCM ETF T | — | $4.9K | 195,259 |
 Alphabet Inc.$GOOG | 80.2 | $4.9K | 16,926 |
 MICROSOFT CORP$MSFT | 83.7 | $4.7K | 12,792 |
 Apple Inc.$AAPL | 76.1 | $4.7K | 18,542 |
| DIMENSIONAL ETF TRUST | — | $4.7K | 88,920 |
 AMAZON COM INC$AMZN | 74.6 | $3.1K | 14,999 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Platt Wealth Management LLC's 50 positions.
Showing top 10 of 50 holdings.
Sector Allocation
Other
$58,784
Technology
$18,061
Financials
$7,670
Consumer Staples
$7,474
Consumer Discretionary
$6,643
Industrials
$2,838
Healthcare
$855
Energy
$232
Full Holdings — Platt Wealth Management LLC (Q1 2026)
All 50 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | CAPITAL GROUP DIVIDEND VALUE | $17,793 | 17.4% | -0% | — |
| 2 | $MNST | Monster Beverage Corp | $7,016 | 6.8% | +0% | 77 |
| 3 | — | AMERICAN CENTY ETF TR | $6,503 | 6.3% | -1% | — |
| 4 | $JPM | JPMORGAN CHASE & CO | $5,422 | 5.3% | +3% | 35.6 |
| 5 | — | CAPITAL GRP FIXED INCM ETF T | $4,943 | 4.8% | +12% | — |
| 6 | $GOOG | Alphabet Inc. | $4,867 | 4.8% | +0% | 80.2 |
| 7 | $MSFT | MICROSOFT CORP | $4,735 | 4.6% | -18% | 83.7 |
| 8 | $AAPL | Apple Inc. | $4,705 | 4.6% | -1% | 76.1 |
| 9 | — | DIMENSIONAL ETF TRUST | $4,693 | 4.6% | +14% | — |
| 10 | $AMZN | AMAZON COM INC | $3,123 | 3.0% | -24% | 74.6 |
| 11 | — | CAPITAL GRP FIXED INCM ETF T | $3,053 | 3.0% | -5% | — |
| 12 |  $NVDA | NVIDIA CORP | $3,052 | 3.0% | +6% | 90.2 |
| 13 |  $COST | COSTCO WHOLESALE CORP /NEW | $2,785 | 2.7% | +373% | 67 |
| 14 | — | T ROWE PRICE ETF INC | $2,769 | 2.7% | -1% | — |
| 15 |  $CAT | CATERPILLAR INC | $2,371 | 2.3% | +0% | 67.8 |
| 16 | — | FIDELITY COVINGTON TRUST | $2,350 | 2.3% | +3% | — |
| 17 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2,248 | 2.2% | +0% | 64.5 |
| 18 | — | VANGUARD MUN BD FDS | $2,056 | 2.0% | +20% | — |
| 19 |  $LDP | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | $1,495 | 1.5% | -10% | — |
| 20 | — | CAPITAL GROUP GROWTH ETF | $1,370 | 1.3% | +56% | — |
| 21 | — | VANGUARD CALIF TAX FREE FDS | $1,202 | 1.2% | NEW | — |
| 22 | — | VANGUARD INDEX FDS | $1,168 | 1.1% | +55% | — |
| 23 | — | AMERICAN CENTY ETF TR | $1,030 | 1.0% | -80% | — |
| 24 | — | SCHWAB STRATEGIC TR | $1,014 | 1.0% | +11% | — |
| 25 | — | MFS ACTIVE EXCHANGE TRADED F | $916 | 0.9% | +0% | — |
| 26 | — | SCHWAB STRATEGIC TR | $915 | 0.9% | +9% | — |
| 27 | — | CAPITAL GROUP CORE EQUITY ET | $644 | 0.6% | +0% | — |
| 28 | — | DIMENSIONAL ETF TRUST | $492 | 0.5% | +0% | — |
| 29 |  $HD | HOME DEPOT, INC. | $486 | 0.5% | -6% | 69.2 |
| 30 | — | VANGUARD INDEX FDS | $470 | 0.5% | +0% | — |
| 31 |  $TSLA | Tesla, Inc. | $467 | 0.5% | +0% | 50.1 |
| 32 |  $PM | Philip Morris International Inc. | $458 | 0.5% | -23% | 80.5 |
| 33 |  $LLY | ELI LILLY & Co | $457 | 0.5% | +0% | 89.3 |
| 34 | — | CAPITAL GROUP EQUITY ETF TR | $437 | 0.4% | +35% | — |
| 35 | — | T ROWE PRICE ETF INC | $431 | 0.4% | +11% | — |
| 36 | — | VANGUARD MALVERN FDS | $403 | 0.4% | +53% | — |
| 37 |  $MRK | Merck & Co., Inc. | $398 | 0.4% | +2% | 70.9 |
| 38 | — | J P MORGAN EXCHANGE TRADED F | $387 | 0.4% | +0% | — |
| 39 |  $QCOM | QUALCOMM INC/DE | $365 | 0.4% | +0% | 81.9 |
| 40 | — | VANGUARD INDEX FDS | $362 | 0.3% | +0% | — |
| 41 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $337 | 0.3% | +0% | — |
| 42 |  $SPY | SPDR S&P 500 ETF TRUST | $332 | 0.3% | +0% | — |
| 43 | — | ISHARES TR | $317 | 0.3% | +0% | — |
| 44 | — | DIMENSIONAL ETF TRUST | $283 | 0.3% | +0% | — |
| 45 |  $KBDC | Kayne Anderson BDC, Inc. | $275 | 0.3% | +64% | — |
| 46 |  $WMT | Walmart Inc. | $249 | 0.2% | +0% | 63.2 |
| 47 | — | VANGUARD NY TAX FREE FDS | $245 | 0.2% | NEW | — |
| 48 |  $SHEL | Shell plc | $232 | 0.2% | NEW | — |
| 49 | — | FIRST TR EXCHANGE-TRADED FD | $224 | 0.2% | NEW | — |
| 50 | — | VICTORY PORTFOLIOS II | $212 | 0.2% | NEW | — |
New Positions (5)
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