Platt Wealth Management LLC

SAN DIEGO, CA · CIK 2109497 · 13F filing filed 2026-05-01

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$102.6m reported value +1.7% vs Q4 2025

50positions

62.2%in top 10

6 new 20 added 10 reduced 0 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	418,274	$17.8m17.35%	17.35%	Reduced -2.0k	-2,006 -0.5%
2	MONSTER BEVERAGE CORP NEW COM MNST	MNST	96,834	$7.0m6.84%	6.84%	Unchanged
3	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	58,868	$6.5m6.34%	6.34%	Reduced -847	-847 -1.4%
4	JPMORGAN CHASE & CO COM JPM	JPM	18,435	$5.4m5.29%	5.29%	Added +480	+480 2.7%
5	CAPITAL GRP FIXED INCM ETF T MUNICIPAL HIGH I CGHM	CGHM	195,259	$4.9m4.82%	4.82%	Added +21.0k	+21,004 12.1%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	16,926	$4.9m4.75%	4.75%	Added +22	+22 0.1%
7	MICROSOFT CORP COM MSFT	MSFT	12,792	$4.7m4.62%	4.62%	Reduced -2.8k	-2,834 -18.1%
8	APPLE INC COM AAPL	AAPL	18,542	$4.7m4.59%	4.59%	Reduced -138	-138 -0.7%
9	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	88,920	$4.7m4.58%	4.58%	Added +10.8k	+10,763 13.8%
10	AMAZON COM INC COM AMZN	AMZN	14,999	$3.1m3.05%	3.05%	Reduced -4.8k	-4,770 -24.1%
11	CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU	CGMU	112,471	$3.1m2.98%	2.98%	Reduced -6.0k	-6,000 -5.1%
12	NVIDIA CORPORATION COM NVDA	NVDA	17,502	$3.1m2.98%	2.98%	Added +983	+983 6.0%
13	COSTCO WHSL CORP NEW COM COST	COST	2,796	$2.8m2.72%	2.72%	Added +2.2k	+2,205 373.1%
14	T ROWE PRICE ETF INC US EQUITY RESEAR TSPA	TSPA	67,714	$2.8m2.70%	2.70%	Reduced -717	-717 -1.1%
15	CATERPILLAR INC COM CAT	CAT	3,347	$2.4m2.31%	2.31%	Unchanged
16	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	63,181	$2.4m2.29%	2.29%	Added +2.0k	+1,997 3.3%
17	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,693	$2.2m2.19%	2.19%	Added +22	+22 0.5%
18	VANGUARD MUN BD FDS SHORT TAX EXEMPT VSDM	VSDM	26,960	$2.1m2.00%	2.00%	Added +4.4k	+4,405 19.5%
19	COHEN & STEERS LTD DURATION COM LDP	LDP	74,866	$1.5m1.46%	1.46%	Reduced -8.4k	-8,390 -10.1%
20	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	34,091	$1.4m1.34%	1.34%	Added +12.2k	+12,220 55.9%
21	VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD VTEC	VTEC	12,140	$1.2m1.17%	1.17%	New
22	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,956	$1.2m1.14%	1.14%	Added +694	+694 55.0%
23	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	12,150	$1.0m1.00%	1.00%	New
24	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	36,443	$1.0m0.99%	0.99%	Added +3.5k	+3,464 10.5%
25	MFS ACTIVE EXCHANGE TRADED F INTERMEDITE MUNI MFSM	MFSM	36,875	$916.0k0.89%	0.89%	Unchanged
26	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	31,426	$915.0k0.89%	0.89%	Added +2.5k	+2,550 8.8%
27	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	16,783	$644.0k0.63%	0.63%	Unchanged
28	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	12,665	$492.0k0.48%	0.48%	Unchanged
29	HOME DEPOT INC COM HD	HD	1,479	$486.0k0.47%	0.47%	Reduced -100	-100 -6.3%
30	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,400	$470.0k0.46%	0.46%	Unchanged
31	TESLA INC COM TSLA	TSLA	1,256	$467.0k0.46%	0.46%	Unchanged
32	PHILIP MORRIS INTL INC COM PM	PM	2,775	$458.0k0.45%	0.45%	Reduced -825	-825 -22.9%
33	ELI LILLY & CO COM LLY	LLY	497	$457.0k0.45%	0.45%	Unchanged
34	CAPITAL GROUP EQUITY ETF TR US LARGE GROWT CGGG	CGGG	17,259	$437.0k0.43%	0.43%	Added +4.5k	+4,473 35.0%
35	T ROWE PRICE ETF INC FLOATING RATE TFLR	TFLR	8,562	$431.0k0.42%	0.42%	Added +873	+873 11.3%
36	VANGUARD MALVERN FDS CORE-PLUS BD ETF VPLS	VPLS	5,205	$403.0k0.39%	0.39%	Added +1.8k	+1,813 53.5%
37	MERCK & CO INC COM MRK	MRK	3,317	$398.0k0.39%	0.39%	Added +51	+51 1.6%
38	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	7,650	$387.0k0.38%	0.38%	Added +13	+13 0.2%
39	QUALCOMM INC COM QCOM	QCOM	2,835	$365.0k0.36%	0.36%	Unchanged
40	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	830	$362.0k0.35%	0.35%	Unchanged
41	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,000	$337.0k0.33%	0.33%	Unchanged
42	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	511	$332.0k0.32%	0.32%	Unchanged
43	ISHARES TR US AER DEF ETF ITA	ITA	1,450	$317.0k0.31%	0.31%	Unchanged
44	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	7,279	$283.0k0.28%	0.28%	Added +1	+1 0.0%
45	KAYNE ANDERSON BDC INC COM SHS KBDC	KBDC	20,079	$275.0k0.27%	0.27%	Added +7.8k	+7,840 64.1%
46	WALMART INC COM WMT	WMT	2,010	$249.0k0.24%	0.24%	Unchanged
47	VANGUARD NY TAX FREE FDS TAX EXEMPT BD MUNY	MUNY	2,400	$245.0k0.24%	0.24%	New
48	SHELL PLC SPON ADS SHEL	SHEL	2,500	$232.0k0.23%	0.23%	New
49	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	4,766	$224.0k0.22%	0.22%	New
50	VICTORY PORTFOLIOS II VCSHS US EQ INCM CDC	CDC	2,968	$212.0k0.21%	0.21%	New