Platt Wealth Management LLC Top Holdings and 13F Report (2026) About Platt Wealth Management LLCInvestment ActivityPlatt Wealth Management LLC has $128.54 million in total holdings as of September 30, 2026.Platt Wealth Management LLC owns shares of 64 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 10.64% of the portfolio was purchased this quarter.About 2.97% of the portfolio was sold this quarter.This quarter, Platt Wealth Management LLC has purchased 57 new stocks and bought additional shares in 21 stocks.Platt Wealth Management LLC sold shares of 23 stocks and completely divested from 2 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $19,621,000Monster Beverage $8,018,000Avantis U.S. Small Cap Value ETF $6,965,000Dimensional International Value ETF $6,651,000Microsoft $6,631,000 Largest New Holdings this Quarter 464287689 - iShares Russell 3000 ETF $532,000 Holding922908769 - Vanguard Total Stock Market ETF $473,000 Holding7591EP100 - Regions Financial $391,000 Holding921938874 - VANGUARD WELLESLEY INCOME FD $311,000 Holding921938841 - VANGUARD WELLESLEY INCOME FD $284,000 Holding Largest Purchases this Quarter Monster Beverage 95,834 shares (about $3.99M)VANGUARD CALIF TAX FREE FDS 15,460 shares (about $1.46M)CAPITAL GRP FIXED INCM ETF T 53,372 shares (about $1.28M)VANGUARD MUN BD FDS 14,067 shares (about $1.05M)Avantis U.S. Large Cap Value ETF 7,930 shares (about $717.00K) Largest Sales this Quarter Capital Group Dividend Value ETF 26,229 shares (about $1.28M)NVIDIA 3,287 shares (about $750.52K)Berkshire Hathaway 552 shares (about $274.83K)Costco Wholesale 259 shares (about $235.73K)Capital Group Growth ETF 3,773 shares (about $178.94K) 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$19,621,000$1,281,258 ▼-6.1%401,66715.3%ETFMNSTMonster Beverage$8,018,000$3,988,192 ▲99.0%192,6686.2%Consumer StaplesAVUVAvantis U.S. Small Cap Value ETF$6,965,000$65,709 ▼-0.9%59,1475.4%ETFDFIVDimensional International Value ETF$6,651,000$151,035 ▼-2.2%119,0745.2%ETFMSFTMicrosoft$6,631,000$52,826 ▼-0.8%12,9295.2%TechnologyCAPITAL GRP FIXED INCM ETF T$6,402,000$1,284,593 ▲25.1%265,9895.0%MUN HIGH ETFAAPLApple$6,260,000$86,907 ▼-1.4%18,8004.9%TechnologyJPMJPMorgan Chase & Co.$6,142,0000.0%18,5674.8%FinanceGOOGLAlphabet$5,858,000$11,355 ▼-0.2%17,0254.6%Communication ServicesNVDANVIDIA$4,370,000$750,519 ▼-14.7%19,1393.4%TechnologyAMZNAmazon.com$3,866,000$3,239 ▼-0.1%15,5183.0%Consumer DiscretionaryVANGUARD MUN BD FDS$3,779,000$1,046,255 ▲38.3%50,8092.9%SHORT TAX EXEMPTVANGUARD CALIF TAX FREE FDS$3,250,000$1,457,179 ▲81.3%34,4812.5%TAX EXEMPT BD FDTSPAT. Rowe Price U.S. Equity Research ETF$3,230,000$100,978 ▼-3.0%66,9492.5%ETFCGMUCapital Group Municipal Income ETF$2,884,000$160,647 ▼-5.3%111,1972.2%ETFCATCaterpillar$2,756,000$42,151 ▲1.6%3,4002.1%IndustrialsFIDELITY COVINGTON TRUST$2,514,000$77,493 ▼-3.0%63,0022.0%ENHANCED INTLBRK.BBerkshire Hathaway$2,110,000$274,828 ▼-11.5%4,2381.6%FinanceVOOVanguard S&P 500 ETF$1,907,000$438,729 ▲29.9%2,7211.5%ETFCGGRCapital Group Growth ETF$1,776,000$178,937 ▼-9.2%37,4481.4%ETFAVLVAvantis U.S. Large Cap Value ETF$1,736,000$717,004 ▲70.4%19,2001.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,662,000$472,415 ▲39.7%46,2841.3%ETFLDPCohen & Steers Limited Duration Preferred and Income Fund$1,319,000$124,849 ▼-8.6%68,2061.0%FinanceCOSTCostco Wholesale$1,266,000$235,725 ▼-15.7%1,3911.0%Consumer StaplesFNDXSchwab Fundamental U.S. Large Company ETF$1,230,000$131,630 ▲12.0%39,0971.0%ETFMFS ACTIVE EXCHANGE TRADED F$1,076,000$125,269 ▲13.2%45,8080.8%INTERMEDITE MUNIVANGUARD WELLESLEY INCOME FD$828,000$304,198 ▲58.1%11,6770.6%TARGET MATURITYVUGVanguard Growth ETF$665,000$216,321 ▲48.2%7,3810.5%ETFVANGUARD WELLESLEY INCOME FD$615,000$243,566 ▲65.6%8,6430.5%TARGET MATURITYLLYEli Lilly and Company$597,000$13,884 ▼-2.3%5160.5%HealthcareTFLRT. Rowe Price Floating Rate ETF$570,000$8,225 ▲1.5%11,2960.4%ETFDFACDimensional U.S. Core Equity 2 ETF$562,0000.0%12,6650.4%ETFVANGUARD MALVERN FDS$556,000$47,307 ▲9.3%7,5220.4%CORE-PLUS BD ETFPMPhilip Morris International$534,000$6,101 ▼-1.1%2,8010.4%Consumer StaplesIWViShares Russell 3000 ETF$532,000$532,000 ▲New Holding1,2340.4%ETFVTVVanguard Value ETF$518,0000.0%2,4000.4%ETFQCOMQualcomm$497,000$49,498 ▼-9.1%2,7010.4%TechnologyVTIVanguard Total Stock Market ETF$473,000$473,000 ▲New Holding1,2640.4%ETFMRKMerck & Co., Inc.$469,000$12,186 ▼-2.5%3,2330.4%HealthcareAVDEAvantis International Equity ETF$467,000$63,768 ▲15.8%5,1850.4%ETFTSMTaiwan Semiconductor Manufacturing$456,0000.0%1,0000.4%TechnologyTSLATesla$445,000$28,744 ▼-6.1%1,2540.3%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$432,000$762 ▲0.2%5670.3%ETFVANGUARD WELLESLEY INCOME FD$418,000$121,809 ▲41.1%5,8440.3%TRGT MTRTY 2034CGUSCapital Group Core Equity ETF$415,000$68,397 ▼-14.1%9,3440.3%ETFRFRegions Financial$391,000$391,000 ▲New Holding14,5760.3%FinanceQQQInvesco QQQ$358,000$80,624 ▲29.1%4840.3%ETFJPSTJPMorgan Ultra-Short Income ETF$349,000$32,898 ▼-8.6%6,9380.3%ETFHDHome Depot$338,000$44,062 ▼-11.5%1,1890.3%Consumer DiscretionaryAMDAdvanced Micro Devices$322,0000.0%5270.3%TechnologyVANGUARD WELLESLEY INCOME FD$311,000$311,000 ▲New Holding4,2530.2%TRGT MTRTY 2030ITAiShares U.S. Aerospace & Defense ETF$300,0000.0%1,4500.2%ETFDFAIDimensional International Core Equity Market ETF$297,000$83 ▲0.0%7,1890.2%ETFVANGUARD WELLESLEY INCOME FD$284,000$284,000 ▲New Holding3,9680.2%TARGET MATURITYGOOGAlphabet$262,0000.0%7710.2%Communication ServicesKAYNE ANDERSON BDC INC$252,0000.0%20,0790.2%COM SHSSHELShell$228,000$228,000 ▲New Holding2,4000.2%EnergyFVDFirst Trust Value Line Dividend Index Fund$223,0000.0%4,7660.2%ETFVANGUARD WELLESLEY INCOME FD$223,000$223,000 ▲New Holding3,0860.2%TARGET MATURITYMETAMeta Platforms$220,000$220,000 ▲New Holding3040.2%Communication ServicesAMERICAN CENTY ETF TR$219,000$6,759 ▲3.2%2,4300.2%AVANTIS US LARGCDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF$212,0000.0%2,9680.2%ETFVANGUARD WELLESLEY INCOME FD$212,000$212,000 ▲New Holding2,9220.2%TARGET MATURITYWALMART INC$208,0000.0%2,0100.2%COMCAPITAL GROUP EQUITY ETF TR$0$1,069 ▼-100.0%00.0%US LARGE GROWTVANGUARD NY TAX FREE FDS$0$249 ▼-100.0%00.0%TAX EXEMPT BDShowing largest 100 holdings. 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