Platt Wealth Management LLC Top Holdings and 13F Report (2026) About Platt Wealth Management LLCInvestment ActivityPlatt Wealth Management LLC has $124.38 thousand in total holdings as of June 30, 2026.Platt Wealth Management LLC owns shares of 57 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 9.07% of the portfolio was purchased this quarter.About 1.89% of the portfolio was sold this quarter.This quarter, Platt Wealth Management LLC has purchased 50 new stocks and bought additional shares in 30 stocks.Platt Wealth Management LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Capital Group Dividend Value ETF $21,086Monster Beverage $9,307Avantis U.S. Small Cap Value ETF $7,448Dimensional International Value ETF $6,578Alphabet $6,096 Largest New Holdings this Quarter 025072349 - Avantis U.S. Large Cap Value ETF $1,027 Holding921938817 - VANGUARD WELLESLEY INCOME FD $558 Holding921938825 - VANGUARD WELLESLEY INCOME FD $395 Holding921938833 - VANGUARD WELLESLEY INCOME FD $313 Holding007903107 - Advanced Micro Devices $306 Holding Largest Purchases this Quarter Dimensional International Value ETF 32,858 shares (about $1.77K)Avantis U.S. Large Cap Value ETF 11,270 shares (about $1.03K)NVIDIA 4,924 shares (about $985.20)VANGUARD MUN BD FDS 9,782 shares (about $749.45)VANGUARD CALIF TAX FREE FDS 6,881 shares (about $692.04) Largest Sales this Quarter Costco Wholesale 1,146 shares (about $1.07K)Avantis International Equity ETF 7,673 shares (about $683.83)Capital Group Core Equity ETF 5,899 shares (about $262.32)Home Depot 135 shares (about $47.61)Schwab Fundamental U.S. Large Company ETF 1,530 shares (about $47.55) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlatt Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGDVCapital Group Dividend Value ETF$21,086$474 â–²2.3%427,89617.0%ETFMNSTMonster Beverage$9,3070.0%96,8347.5%Consumer StaplesAVUVAvantis U.S. Small Cap Value ETF$7,448$104 â–²1.4%59,7056.0%ETFDFIVDimensional International Value ETF$6,578$1,775 â–²37.0%121,7785.3%ETFGOOGLAlphabet$6,096$47 â–²0.8%17,0584.9%Communication ServicesJPMJPMorgan Chase & Co.$6,077$43 â–²0.7%18,5674.9%FinanceAAPLApple$5,515$150 â–²2.8%19,0614.4%TechnologyCAPITAL GRP FIXED INCM ETF T$5,496$449 â–²8.9%212,6174.4%MUNICIPAL HIGH IMSFTMicrosoft$4,861$90 â–²1.9%13,0323.9%TechnologyNVDANVIDIA$4,487$985 â–²28.1%22,4263.6%TechnologyAMZNAmazon.com$3,701$127 â–²3.5%15,5313.0%Consumer DiscretionaryCATCaterpillar$3,564$1 â–²0.0%3,3482.9%IndustrialsTSPAT. Rowe Price U.S. Equity Research ETF$3,281$63 â–²2.0%69,0422.6%ETFCGMUCapital Group Municipal Income ETF$3,224$135 â–²4.4%117,3912.6%ETFVANGUARD MUN BD FDS$2,815$749 â–²36.3%36,7422.3%SHORT TAX EXEMPTFIDELITY COVINGTON TRUST$2,606$71 â–²2.8%64,9442.1%ENHANCED INTLBRK.BBerkshire Hathaway$2,396$49 â–²2.1%4,7901.9%FinanceCGGRCapital Group Growth ETF$1,945$336 â–²20.9%41,2211.6%ETFVANGUARD CALIF TAX FREE FDS$1,913$692 â–²56.7%19,0211.5%TAX EXEMPT BD FDLDPCohen & Steers Limited Duration Preferred and Income Fund$1,579$4 â–¼-0.3%74,6621.3%FinanceCOSTCostco Wholesale$1,543$1,072 â–¼-41.0%1,6501.2%Consumer StaplesVOOVanguard S&P 500 ETF$1,438$95 â–²7.1%2,0951.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,121$58 â–²5.4%33,1280.9%ETFFNDXSchwab Fundamental U.S. Large Company ETF$1,085$48 â–¼-4.2%34,9130.9%ETFCAPITAL GROUP EQUITY ETF TR$1,069$575 â–²116.4%37,3460.9%US LARGE GROWTAVLVAvantis U.S. Large Cap Value ETF$1,027$1,027 â–²New Holding11,2700.8%ETFMFS ACTIVE EXCHANGE TRADED F$1,019$91 â–²9.8%40,4750.8%INTERMEDITE MUNILLYEli Lilly and Company$633$37 â–²6.2%5280.5%HealthcareDFACDimensional U.S. Core Equity 2 ETF$5610.0%12,6650.5%ETFTFLRT. Rowe Price Floating Rate ETF$561$130 â–²30.0%11,1330.5%ETFTSLATesla$561$33 â–²6.3%1,3350.5%Consumer DiscretionaryVANGUARD WELLESLEY INCOME FD$558$558 â–²New Holding7,3870.4%TARGET MATURITYQCOMQualcomm$548$25 â–²4.8%2,9700.4%TechnologyVANGUARD MALVERN FDS$533$130 â–²32.2%6,8820.4%CORE-PLUS BD ETFVTVVanguard Value ETF$5230.0%2,4000.4%ETFPMPhilip Morris International$512$10 â–²2.1%2,8330.4%Consumer StaplesCGUSCapital Group Core Equity ETF$484$262 â–¼-35.1%10,8840.4%ETFTSMTaiwan Semiconductor Manufacturing$4770.0%1,0000.4%TechnologyHDHome Depot$474$48 â–¼-9.1%1,3440.4%Consumer DiscretionaryVUGVanguard Growth ETF$428$357 â–²500.0%4,9800.3%ETFMRKMerck & Co., Inc.$4260.0%3,3170.3%HealthcareSPYSPDR S&P 500 ETF Trust$422$41 â–²10.8%5660.3%ETFAVDEAvantis International Equity ETF$399$684 â–¼-63.2%4,4770.3%ETFVANGUARD WELLESLEY INCOME FD$395$395 â–²New Holding5,2200.3%TARGET MATURITYJPSTJPMorgan Ultra-Short Income ETF$383$3 â–¼-0.8%7,5920.3%ETFITAiShares U.S. Aerospace & Defense ETF$3510.0%1,4500.3%ETFVANGUARD WELLESLEY INCOME FD$313$313 â–²New Holding4,1410.3%TRGT MTRTY 2034AMDAdvanced Micro Devices$306$306 â–²New Holding5270.2%TechnologyDFAIDimensional International Core Equity Market ETF$296$4 â–¼-1.3%7,1870.2%ETFQQQInvesco QQQ$276$276 â–²New Holding3750.2%ETFGOOGAlphabet$272$272 â–²New Holding7710.2%Communication ServicesKAYNE ANDERSON BDC INC$2710.0%20,0790.2%COM SHSVANGUARD NY TAX FREE FDS$2490.0%2,4000.2%TAX EXEMPT BDFVDFirst Trust Value Line Dividend Index Fund$2290.0%4,7660.2%ETFWALMART INC$2270.0%2,0100.2%COMCDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF$2200.0%2,9680.2%ETFAMERICAN CENTY ETF TR$211$211 â–²New Holding2,3550.2%AVANTIS US LARGSHELShell$0$232 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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