Platt Wealth Management LLC

SAN DIEGO, CA · CIK 2109497 · 13F filing filed 2026-08-03

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.

$124.4m reported value +21.3% vs Q1 2026

57positions

61.9%in top 10

8 new 29 added 8 reduced 1 sold out vs Q1 2026

Holdings, Q2 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	427,896	$21.1m16.95%	16.95%	Added +9.6k	+9,622 2.3%
2	MONSTER BEVERAGE CORP NEW COM MNST	MNST	96,834	$9.3m7.48%	7.48%	Unchanged
3	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	59,705	$7.4m5.99%	5.99%	Added +837	+837 1.4%
4	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	121,778	$6.6m5.29%	5.29%	Added +32.9k	+32,858 37.0%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	17,058	$6.1m4.90%	4.90%	Added +132	+132 0.8%
6	JPMORGAN CHASE & CO COM JPM	JPM	18,567	$6.1m4.89%	4.89%	Added +132	+132 0.7%
7	APPLE INC COM AAPL	AAPL	19,061	$5.5m4.43%	4.43%	Added +519	+519 2.8%
8	CAPITAL GRP FIXED INCM ETF T MUNICIPAL HIGH I CGHM	CGHM	212,617	$5.5m4.42%	4.42%	Added +17.4k	+17,358 8.9%
9	MICROSOFT CORP COM MSFT	MSFT	13,032	$4.9m3.91%	3.91%	Added +240	+240 1.9%
10	NVIDIA CORPORATION COM NVDA	NVDA	22,426	$4.5m3.61%	3.61%	Added +4.9k	+4,924 28.1%
11	AMAZON COM INC COM AMZN	AMZN	15,531	$3.7m2.98%	2.98%	Added +532	+532 3.5%
12	CATERPILLAR INC COM CAT	CAT	3,348	$3.6m2.87%	2.87%	Added +1	+1 0.0%
13	T ROWE PRICE ETF INC US EQUITY RESEAR TSPA	TSPA	69,042	$3.3m2.64%	2.64%	Added +1.3k	+1,328 2.0%
14	CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU	CGMU	117,391	$3.2m2.59%	2.59%	Added +4.9k	+4,920 4.4%
15	VANGUARD MUN BD FDS SHORT TAX EXEMPT VSDM	VSDM	36,742	$2.8m2.26%	2.26%	Added +9.8k	+9,782 36.3%
16	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	64,944	$2.6m2.10%	2.10%	Added +1.8k	+1,763 2.8%
17	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,790	$2.4m1.93%	1.93%	Added +97	+97 2.1%
18	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	41,221	$1.9m1.56%	1.56%	Added +7.1k	+7,130 20.9%
19	VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD VTEC	VTEC	19,021	$1.9m1.54%	1.54%	Added +6.9k	+6,881 56.7%
20	COHEN & STEERS LTD DURATION COM LDP	LDP	74,662	$1.6m1.27%	1.27%	Reduced -204	-204 -0.3%
21	COSTCO WHSL CORP NEW COM COST	COST	1,650	$1.5m1.24%	1.24%	Reduced -1.1k	-1,146 -41.0%
22	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,095	$1.4m1.16%	1.16%	Added +139	+139 7.1%
23	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	33,128	$1.1m0.90%	0.90%	Added +1.7k	+1,702 5.4%
24	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	34,913	$1.1m0.87%	0.87%	Reduced -1.5k	-1,530 -4.2%
25	CAPITAL GROUP EQUITY ETF TR US LARGE GROWT CGGG	CGGG	37,346	$1.1m0.86%	0.86%	Added +20.1k	+20,087 116.4%
26	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	11,270	$1.0m0.83%	0.83%	New
27	MFS ACTIVE EXCHANGE TRADED F INTERMEDITE MUNI MFSM	MFSM	40,475	$1.0m0.82%	0.82%	Added +3.6k	+3,600 9.8%
28	ELI LILLY & CO COM LLY	LLY	528	$633.0k0.51%	0.51%	Added +31	+31 6.2%
29	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	12,665	$561.0k0.45%	0.45%	Unchanged
30	T ROWE PRICE ETF INC FLOATING RATE TFLR	TFLR	11,133	$561.0k0.45%	0.45%	Added +2.6k	+2,571 30.0%
31	TESLA INC COM TSLA	TSLA	1,335	$561.0k0.45%	0.45%	Added +79	+79 6.3%
32	VANGUARD WELLESLEY INCOME FD TARGET MATURITY VBCJ	VBCJ	7,387	$558.0k0.45%	0.45%	New
33	QUALCOMM INC COM QCOM	QCOM	2,970	$548.0k0.44%	0.44%	Added +135	+135 4.8%
34	VANGUARD MALVERN FDS CORE-PLUS BD ETF VPLS	VPLS	6,882	$533.0k0.43%	0.43%	Added +1.7k	+1,677 32.2%
35	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,400	$523.0k0.42%	0.42%	Unchanged
36	PHILIP MORRIS INTL INC COM PM	PM	2,833	$512.0k0.41%	0.41%	Added +58	+58 2.1%
37	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	10,884	$484.0k0.39%	0.39%	Reduced -5.9k	-5,899 -35.1%
38	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,000	$477.0k0.38%	0.38%	Unchanged
39	HOME DEPOT INC COM HD	HD	1,344	$474.0k0.38%	0.38%	Reduced -135	-135 -9.1%
40	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,980	$428.0k0.34%	0.34%	Unchanged
41	MERCK & CO INC COM MRK	MRK	3,317	$426.0k0.34%	0.34%	Unchanged
42	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	566	$422.0k0.34%	0.34%	Added +55	+55 10.8%
43	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	4,477	$399.0k0.32%	0.32%	Reduced -7.7k	-7,673 -63.1%
44	VANGUARD WELLESLEY INCOME FD TARGET MATURITY VBCI	VBCI	5,220	$395.0k0.32%	0.32%	New
45	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	7,592	$383.0k0.31%	0.31%	Reduced -58	-58 -0.8%
46	ISHARES TR US AER DEF ETF ITA	ITA	1,450	$351.0k0.28%	0.28%	Unchanged
47	VANGUARD WELLESLEY INCOME FD TRGT MTRTY 2034 VBCH	VBCH	4,141	$313.0k0.25%	0.25%	New
48	ADVANCED MICRO DEVICES INC COM AMD	AMD	527	$306.0k0.25%	0.25%	New
49	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	7,187	$296.0k0.24%	0.24%	Reduced -92	-92 -1.3%
50	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	375	$276.0k0.22%	0.22%	New
51	ALPHABET INC CAP STK CL C GOOG	GOOG	771	$272.0k0.22%	0.22%	New
52	KAYNE ANDERSON BDC INC COM SHS KBDC	KBDC	20,079	$271.0k0.22%	0.22%	Unchanged
53	VANGUARD NY TAX FREE FDS TAX EXEMPT BD MUNY	MUNY	2,400	$249.0k0.20%	0.20%	Unchanged
54	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	4,766	$229.0k0.18%	0.18%	Unchanged
55	WALMART INC COM WMT	WMT	2,010	$227.0k0.18%	0.18%	Unchanged
56	VICTORY PORTFOLIOS II VCSHS US EQ INCM CDC	CDC	2,968	$220.0k0.18%	0.18%	Unchanged
57	AMERICAN CENTY ETF TR AVANTIS US LARG AVLC	AVLC	2,355	$211.0k0.17%	0.17%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SHELL PLC SHEL	SHEL	2,500	$232.0k2.5k shares