Platt Wealth Management LLC

Est. AUM

$102.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$17.8M	418274	17.35%	SOLE
2	MONSTER BEVERAGE CORP NEW	COM	$7.0M	96834	6.84%	SOLE
3	AMERICAN CENTY ETF TR	US SML CP VALU	$6.5M	58868	6.34%	SOLE
4	JPMORGAN CHASE & CO.	COM	$5.4M	18435	5.29%	SOLE
5	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL HIGH I	$4.9M	195259	4.82%	SOLE
6	ALPHABET INC	CAP STK CL A	$4.9M	16926	4.75%	SOLE
7	MICROSOFT CORP	COM	$4.7M	12792	4.62%	SOLE
8	APPLE INC	COM	$4.7M	18542	4.59%	SOLE
9	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.7M	88920	4.58%	SOLE
10	AMAZON COM INC	COM	$3.1M	14999	3.05%	SOLE
11	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$3.1M	112471	2.98%	SOLE
12	NVIDIA CORPORATION	COM	$3.1M	17502	2.98%	SOLE
13	COSTCO WHSL CORP NEW	COM	$2.8M	2796	2.72%	SOLE
14	T ROWE PRICE ETF INC	US EQUITY RESEAR	$2.8M	67714	2.70%	SOLE
15	CATERPILLAR INC	COM	$2.4M	3347	2.31%	SOLE
16	FIDELITY COVINGTON TRUST	ENHANCED INTL	$2.4M	63181	2.29%	SOLE
17	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	4693	2.19%	SOLE
18	VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$2.1M	26960	2.00%	SOLE
19	COHEN & STEERS LTD DURATION	COM	$1.5M	74866	1.46%	SOLE
20	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.4M	34091	1.34%	SOLE
21	VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$1.2M	12140	1.17%	SOLE
22	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	1956	1.14%	SOLE
23	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.0M	12150	1.00%	SOLE
24	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.0M	36443	0.99%	SOLE
25	MFS ACTIVE EXCHANGE TRADED F	INTERMEDITE MUNI	$916K	36875	0.89%	SOLE
26	SCHWAB STRATEGIC TR	US LCAP GR ETF	$915K	31426	0.89%	SOLE
27	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$644K	16783	0.63%	SOLE
28	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$492K	12665	0.48%	SOLE
29	HOME DEPOT INC	COM	$486K	1479	0.47%	SOLE
30	VANGUARD INDEX FDS	VALUE ETF	$470K	2400	0.46%	SOLE
31	TESLA INC	COM	$467K	1256	0.46%	SOLE
32	PHILIP MORRIS INTL INC	COM	$458K	2775	0.45%	SOLE
33	ELI LILLY & CO	COM	$457K	497	0.45%	SOLE
34	CAPITAL GROUP EQUITY ETF TR	US LARGE GROWT	$437K	17259	0.43%	SOLE
35	T ROWE PRICE ETF INC	FLOATING RATE	$431K	8562	0.42%	SOLE
36	VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$403K	5205	0.39%	SOLE
37	MERCK & CO INC	COM	$398K	3317	0.39%	SOLE
38	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$387K	7650	0.38%	SOLE
39	QUALCOMM INC	COM	$365K	2835	0.36%	SOLE
40	VANGUARD INDEX FDS	GROWTH ETF	$362K	830	0.35%	SOLE
41	TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$337K	1000	0.33%	SOLE
42	SPDR S&P 500 ETF TR	TR UNIT	$332K	511	0.32%	SOLE
43	ISHARES TR	US AER DEF ETF	$317K	1450	0.31%	SOLE
44	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$283K	7279	0.28%	SOLE
45	KAYNE ANDERSON BDC INC	COM SHS	$275K	20079	0.27%	SOLE
46	WALMART INC	COM	$249K	2010	0.24%	SOLE
47	VANGUARD NY TAX FREE FDS	TAX EXEMPT BD	$245K	2400	0.24%	SOLE
48	SHELL PLC	SPON ADS	$232K	2500	0.23%	SOLE
49	FIRST TR EXCHANGE-TRADED FD	SHS	$224K	4766	0.22%	SOLE
50	VICTORY PORTFOLIOS II	VCSHS US EQ INCM	$212K	2968	0.21%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.