Platt Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Platt Wealth Management LLC held in its portfolio 44 assets valued at $100,866 (i.e. $100.87K).
The most valuable assets in the portfolio included: CAPITAL GROUP DIVIDEND VALUE ($18.34K), MICROSOFT CORP ($7.56K), and MONSTER BEVERAGE CORP NEW ($7.42K).
The chart below shows the top 10 valuable assets, and the table below shows the top 44 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Platt Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | 420280 | 18341 | SHS CREATION UNI |
| MICROSOFT CORP | 15626 | 7556 | COM |
| MONSTER BEVERAGE CORP NEW | 96834 | 7424 | COM |
| AMERICAN CENTY ETF TR | 59715 | 6089 | US SML CP VALU |
| JPMORGAN CHASE & CO. | 17955 | 5785 | COM |
| ALPHABET INC | 16904 | 5291 | CAP STK CL A |
| APPLE INC | 18680 | 5078 | COM |
| AMAZON COM INC | 19769 | 4562 | COM |
| CAPITAL GRP FIXED INCM ETF T | 174255 | 4440 | MUNICIPAL HIGH I |
| DIMENSIONAL ETF TRUST | 78157 | 3900 | INTERNATNAL VAL |
| CAPITAL GRP FIXED INCM ETF T | 118471 | 3243 | MUNICIPAL INCOME |
| NVIDIA CORPORATION | 16519 | 3080 | COM |
| T ROWE PRICE ETF INC | 68431 | 2927 | US EQUITY RESEAR |
| BERKSHIRE HATHAWAY INC DEL | 4671 | 2347 | CL B NEW |
| FIDELITY COVINGTON TRUST | 61184 | 2238 | ENHANCED INTL |
| CATERPILLAR INC | 3347 | 1917 | COM |
| COHEN & STEERS LTD DURATION | 83256 | 1762 | COM |
| VANGUARD MUN BD FDS | 22555 | 1724 | SHORT TAX EXEMPT |
| CAPITAL GROUP GROWTH ETF | 21871 | 972 | SHS CREATION UNI |
| SCHWAB STRATEGIC TR | 28876 | 941 | US LCAP GR ETF |
| MFS ACTIVE EXCHANGE TRADED F | 36875 | 923 | INTERMEDITE MUNI |
| SCHWAB STRATEGIC TR | 32979 | 897 | FUNDAMENTAL US L |
| VANGUARD INDEX FDS | 1262 | 791 | S&P 500 ETF SHS |
| CAPITAL GROUP CORE EQUITY ET | 16783 | 675 | SHS CREATION UNI |
| PHILIP MORRIS INTL INC | 3600 | 577 | COM |
| TESLA INC | 1256 | 564 | COM |
| HOME DEPOT INC | 1579 | 543 | COM |
| ELI LILLY & CO | 497 | 533 | COM |
| COSTCO WHSL CORP NEW | 591 | 509 | COM |
| DIMENSIONAL ETF TRUST | 12665 | 501 | US CORE EQUITY 2 |
| QUALCOMM INC | 2835 | 484 | COM |
| VANGUARD INDEX FDS | 2400 | 458 | VALUE ETF |
| VANGUARD INDEX FDS | 830 | 404 | GROWTH ETF |
| T ROWE PRICE ETF INC | 7689 | 395 | FLOATING RATE |
| J P MORGAN EXCHANGE TRADED F | 7637 | 386 | ULTRA SHRT ETF |
| CAPITAL GROUP EQUITY ETF TR | 12786 | 365 | US LARGE GROWT |
| SPDR S&P 500 ETF TR | 511 | 348 | TR UNIT |
| MERCK & CO INC | 3266 | 343 | COM |
| ISHARES TR | 1450 | 311 | US AER DEF ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 1000 | 303 | SPONSORED ADS |
| DIMENSIONAL ETF TRUST | 7278 | 277 | INTL CORE EQT MK |
| VANGUARD MALVERN FDS | 3392 | 264 | CORE-PLUS BD ETF |
| WALMART INC | 2010 | 223 | COM |
| KAYNE ANDERSON BDC INC | 12239 | 175 | COM SHS |
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