Platt Wealth Management LLC 13F Holdings · Q2 2026
Platt Wealth Management LLC reported 57 securities worth $124.38M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CGDV (16.95%), MNST (7.48%), AVUV (5.99%). Among its top 25 positions this quarter: 21 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $21.1M | 16.95% | 427,896 | Added |
| 2 | MNST | MONSTER BEVERAGE CORP NEW | $9.3M | 7.48% | 96,834 | Hold |
| 3 | AVUV | AMERICAN CENTY ETF TR | $7.4M | 5.99% | 59,705 | Added |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $6.6M | 5.29% | 121,778 | Added |
| 5 | GOOGL | ALPHABET INC | $6.1M | 4.90% | 17,058 | Added |
| 6 | JPM | JPMORGAN CHASE & CO | $6.1M | 4.89% | 18,567 | Added |
| 7 | AAPL | APPLE INC | $5.5M | 4.43% | 19,061 | Added |
| 8 | CGHM | CAPITAL GRP FIXED INCM ETF T | $5.5M | 4.42% | 212,617 | Added |
| 9 | MSFT | MICROSOFT CORP | $4.9M | 3.91% | 13,032 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $4.5M | 3.61% | 22,426 | Added |
| 11 | AMZN | AMAZON COM INC | $3.7M | 2.98% | 15,531 | Added |
| 12 | CAT | CATERPILLAR INC | $3.6M | 2.87% | 3,348 | Added |
| 13 | TSPA | T ROWE PRICE ETF INC | $3.3M | 2.64% | 69,042 | Added |
| 14 | CGMU | CAPITAL GRP FIXED INCM ETF T | $3.2M | 2.59% | 117,391 | Added |
| 15 | VSDM | VANGUARD MUN BD FDS | $2.8M | 2.26% | 36,742 | Added |
| 16 | FENI | FIDELITY COVINGTON TRUST | $2.6M | 2.10% | 64,944 | Added |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.4M | 1.93% | 4,790 | Added |
| 18 | CGGR | CAPITAL GROUP GROWTH ETF | $1.9M | 1.56% | 41,221 | Added |
| 19 | VTEC | VANGUARD CALIF TAX FREE FDS | $1.9M | 1.54% | 19,021 | Added |
| 20 | LDP | COHEN & STEERS LTD DURATION | $1.6M | 1.27% | 74,662 | Trimmed |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $1.5M | 1.24% | 1,650 | Trimmed |
| 22 | VOO | VANGUARD INDEX FDS | $1.4M | 1.16% | 2,095 | Added |
| 23 | SCHG | SCHWAB STRATEGIC TR | $1.1M | 0.90% | 33,128 | Added |
| 24 | FNDX | SCHWAB STRATEGIC TR | $1.1M | 0.87% | 34,913 | Trimmed |
| 25 | CGGG | CAPITAL GROUP EQUITY ETF TR | $1.1M | 0.86% | 37,346 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR