Platt Wealth Management LLC
- SEC CIK
- 0002109497
- Latest filing
- Jul 31, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only.
- Positions
- 44
- No filing for Q3 2025
- Portfolio value
- $100.9M
- No filing for Q3 2025
Platt Wealth Management LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 420,280 | $18.3M | 18.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 15,626 | $7.56M | 7.5% | – | – | History |
| MNSTMonster Beverage Corp | COM | 96,834 | $7.42M | 7.4% | – | – | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 59,715 | $6.09M | 6.0% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 17,955 | $5.79M | 5.7% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 16,904 | $5.29M | 5.2% | – | – | History |
| AAPLApple Inc. | Stock | 18,680 | $5.08M | 5.0% | – | – | History |
| AMZNAmazon Com Inc | Stock | 19,769 | $4.56M | 4.5% | – | – | History |
| Capital Grp Fixed Incm ETF T14020Y805 | MUN HIGH ETF | 174,255 | $4.44M | 4.4% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 78,157 | $3.90M | 3.9% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 118,471 | $3.24M | 3.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 16,519 | $3.08M | 3.1% | – | – | History |
| T Rowe Price Exchange-Traded87283Q503 | US EQUI RESH ETF | 68,431 | $2.93M | 2.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,671 | $2.35M | 2.3% | – | – | History |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 61,184 | $2.24M | 2.2% | – | – | – |
| CATCaterpillar Inc | Stock | 3,347 | $1.92M | 1.9% | – | – | History |
| LDPCohen & Steers Ltd Duration Preferred & Income Fund, Inc. | COM | 83,256 | $1.76M | 1.7% | – | – | History |
| Vanguard Mun BD FDS922907696 | SHORT TAX EXEMPT | 22,555 | $1.72M | 1.7% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 21,871 | $972.0K | 1.0% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 28,876 | $941.0K | 0.9% | – | – | – |
| MFS Active Exchange Traded F55286W306 | INTERMEDITE MUNI | 36,875 | $923.0K | 0.9% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 32,979 | $897.0K | 0.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,262 | $791.0K | 0.8% | – | – | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 16,783 | $675.0K | 0.7% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 3,600 | $577.0K | 0.6% | – | – | History |
| TSLATesla, Inc. | Stock | 1,256 | $564.0K | 0.6% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,579 | $543.0K | 0.5% | – | – | History |
| LLYEli Lilly & Co | Stock | 497 | $533.0K | 0.5% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 591 | $509.0K | 0.5% | – | – | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 12,665 | $501.0K | 0.5% | – | – | – |
| QCOMQualcomm Inc | Stock | 2,835 | $484.0K | 0.5% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,400 | $458.0K | 0.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 830 | $404.0K | 0.4% | – | – | – |
| T Rowe Price Exchange-Traded87283Q883 | FLOATING RATE | 7,689 | $395.0K | 0.4% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 7,637 | $386.0K | 0.4% | – | – | – |
| Capital Group Equity ETF Tr14022A201 | US LARGE GROWT | 12,786 | $365.0K | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 511 | $348.0K | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 3,266 | $343.0K | 0.3% | – | – | History |
| iShares Tr464288760 | US AER DEF ETF | 1,450 | $311.0K | 0.3% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,000 | $303.0K | 0.3% | – | – | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 7,278 | $277.0K | 0.3% | – | – | – |
| Vanguard Malvern FDS922020755 | CORE-PLUS BD ETF | 3,392 | $264.0K | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 2,010 | $223.0K | 0.2% | – | – | History |
| KBDCKayne Anderson BDC, Inc. | COM SHS | 12,239 | $175.0K | 0.2% | – | – | History |