Platt Wealth Management LLC Top Holdings and 13F Report (2026) About Platt Wealth Management LLCInvestment ActivityPlatt Wealth Management LLC has $102.56 thousand in total holdings as of March 31, 2026.Platt Wealth Management LLC owns shares of 50 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 8.45% of the portfolio was purchased this quarter.About 2.72% of the portfolio was sold this quarter.This quarter, Platt Wealth Management LLC has purchased 44 new stocks and bought additional shares in 20 stocks.Platt Wealth Management LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $17,793Monster Beverage $7,016Avantis U.S. Small Cap Value ETF $6,503JPMorgan Chase & Co. $5,422CAPITAL GRP FIXED INCM ETF T $4,943 Largest New Holdings this Quarter 922021605 - VANGUARD CALIF TAX FREE FDS $1,202 Holding025072703 - Avantis International Equity ETF $1,030 Holding92204H400 - VANGUARD NY TAX FREE FDS $245 Holding780259305 - Shell $232 Holding33734H106 - First Trust Value Line Dividend Index Fund $224 Holding Largest Purchases this Quarter Costco Wholesale 2,205 shares (about $2.20K)VANGUARD CALIF TAX FREE FDS 12,140 shares (about $1.20K)Avantis International Equity ETF 12,150 shares (about $1.03K)Dimensional International Value ETF 10,763 shares (about $568.05)CAPITAL GRP FIXED INCM ETF T 21,004 shares (about $531.72) Largest Sales this Quarter Microsoft 2,834 shares (about $1.05K)Amazon.com 4,770 shares (about $993.18)Cohen & Steers Limited Duration Preferred and Income Fund 8,390 shares (about $167.54)Capital Group Municipal Income ETF 6,000 shares (about $162.87)Philip Morris International 825 shares (about $136.16) 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$17,793$85 ▼-0.5%418,27417.3%ETFMNSTMonster Beverage$7,0160.0%96,8346.8%Consumer StaplesAVUVAvantis U.S. Small Cap Value ETF$6,503$94 ▼-1.4%58,8686.3%ETFJPMJPMorgan Chase & Co.$5,422$141 ▲2.7%18,4355.3%FinanceCAPITAL GRP FIXED INCM ETF T$4,943$532 ▲12.1%195,2594.8%MUNICIPAL HIGH IGOOGLAlphabet$4,867$6 ▲0.1%16,9264.7%Computer and TechnologyMSFTMicrosoft$4,735$1,049 ▼-18.1%12,7924.6%Computer and TechnologyAAPLApple$4,705$35 ▼-0.7%18,5424.6%Computer and TechnologyDFIVDimensional International Value ETF$4,693$568 ▲13.8%88,9204.6%ETFAMZNAmazon.com$3,123$993 ▼-24.1%14,9993.0%Retail/WholesaleCGMUCapital Group Municipal Income ETF$3,053$163 ▼-5.1%112,4713.0%ETFNVDANVIDIA$3,052$171 ▲6.0%17,5023.0%Computer and TechnologyCOSTCostco Wholesale$2,785$2,196 ▲373.1%2,7962.7%Retail/WholesaleTSPAT. Rowe Price U.S. Equity Research ETF$2,769$29 ▼-1.0%67,7142.7%ManufacturingCATCaterpillar$2,3710.0%3,3472.3%IndustrialsFIDELITY COVINGTON TRUST$2,350$74 ▲3.3%63,1812.3%ENHANCED INTLBRK.BBerkshire Hathaway$2,248$11 ▲0.5%4,6932.2%FinanceVANGUARD MUN BD FDS$2,056$336 ▲19.5%26,9602.0%SHORT TAX EXEMPTLDPCohen & Steers Limited Duration Preferred and Income Fund$1,495$168 ▼-10.1%74,8661.5%MiscellaneousCGGRCapital Group Growth ETF$1,370$491 ▲55.9%34,0911.3%ETFVANGUARD CALIF TAX FREE FDS$1,202$1,202 ▲New Holding12,1401.2%TAX EXEMPT BD FDVOOVanguard S&P 500 ETF$1,168$414 ▲55.0%1,9561.1%ETFAVDEAvantis International Equity ETF$1,030$1,030 ▲New Holding12,1501.0%ETFFNDXSchwab Fundamental U.S. Large Company ETF$1,014$96 ▲10.5%36,4431.0%ETFMFS ACTIVE EXCHANGE TRADED F$9160.0%36,8750.9%INTERMEDITE MUNISCHGSchwab U.S. Large-Cap Growth ETF$915$74 ▲8.8%31,4260.9%ETFCGUSCapital Group Core Equity ETF$6440.0%16,7830.6%ETFDFACDimensional U.S. Core Equity 2 ETF$4920.0%12,6650.5%ETFHDHome Depot$486$33 ▼-6.3%1,4790.5%Retail/WholesaleVTVVanguard Value ETF$4700.0%2,4000.5%ETFTSLATesla$4670.0%1,2560.5%Auto/Tires/TrucksPMPhilip Morris International$458$136 ▼-22.9%2,7750.4%Consumer StaplesLLYEli Lilly and Company$4570.0%4970.4%MedicalCAPITAL GROUP EQUITY ETF TR$437$113 ▲35.0%17,2590.4%US LARGE GROWTTFLRT. Rowe Price Floating Rate ETF$431$44 ▲11.4%8,5620.4%ETFVANGUARD MALVERN FDS$403$140 ▲53.4%5,2050.4%CORE-PLUS BD ETFMRKMerck & Co., Inc.$398$6 ▲1.6%3,3170.4%MedicalJPSTJPMorgan Ultra-Short Income ETF$387$1 ▲0.2%7,6500.4%ETFQCOMQualcomm$3650.0%2,8350.4%Computer and TechnologyVUGVanguard Growth ETF$3620.0%8300.4%ETFTSMTaiwan Semiconductor Manufacturing$3370.0%1,0000.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3320.0%5110.3%FinanceITAiShares U.S. Aerospace & Defense ETF$3170.0%1,4500.3%ETFDFAIDimensional International Core Equity Market ETF$283$0 ▲0.0%7,2790.3%ETFKAYNE ANDERSON BDC INC$275$107 ▲64.1%20,0790.3%COM SHSWALMART INC$2490.0%2,0100.2%COMVANGUARD NY TAX FREE FDS$245$245 ▲New Holding2,4000.2%TAX EXEMPT BDSHELShell$232$232 ▲New Holding2,5000.2%EnergyFVDFirst Trust Value Line Dividend Index Fund$224$224 ▲New Holding4,7660.2%ETFCDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF$212$212 ▲New Holding2,9680.2%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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