CIK 2109497
Platt Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
44
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–44 of 44
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 420K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 16K | $1M+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 97K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 60K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 18K | $1M+ | SH |
| GOOGL | ALPHABET INC | 17K | $1M+ | SH |
| AAPL | APPLE INC | 19K | $1M+ | SH |
| AMZN | AMAZON COM INC | 20K | $1M+ | SH |
| CGHM | CAPITAL GRP FIXED INCM ETF T | 174K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 78K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 118K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 17K | $1M+ | SH |
| TSPA | T ROWE PRICE ETF INC | 68K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 61K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| LDP | COHEN & STEERS LTD DURATION | 83K | $1M+ | SH |
| VSDM | VANGUARD MUN BD FDS | 23K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 22K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 29K | $500K+ | SH |
| MFSM | MFS ACTIVE EXCHANGE TRADED F | 37K | $500K+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 33K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 17K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| LLY | ELI LILLY & CO | 497 | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 591 | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| QCOM | QUALCOMM INC | 3K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 830 | $100K–$500K | SH |
| TFLR | T ROWE PRICE ETF INC | 8K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| CGGG | CAPITAL GROUP EQUITY ETF TR | 13K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 511 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| ITA | ISHARES TR | 1K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| DFAI | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| VPLS | VANGUARD MALVERN FDS | 3K | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| KBDC | KAYNE ANDERSON BDC INC | 12K | $100K–$500K | SH |