Institutions / Platt Wealth Management LLC
Platt Wealth Management LLC
CIK 2109497 · Institution · as of Dec 31, 2025
Portfolio value
$100.9K
Positions
44
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 44 →
| Company | Value | % of portfolio |
|---|---|---|
| Capital Group Dividend Value | $18.3K | 18.2% |
| Microsoft Corp | $7.6K | 7.5% |
| Monster Beverage Corp | $7.4K | 7.4% |
| American Centy ETF Tr | $6.1K | 6.0% |
| JPMorgan Chase & Co | $5.8K | 5.7% |
| Alphabet Inc. | $5.3K | 5.2% |
| Apple Inc. | $5.1K | 5.0% |
| Amazon.com Inc | $4.6K | 4.5% |
| Capital Grp Fixed Incm ETF T | $4.4K | 4.4% |
| Dimensional ETF Trust | $3.9K | 3.9% |
| Capital Grp Fixed Incm ETF T | $3.2K | 3.2% |
| NVIDIA Corp | $3.1K | 3.1% |
| T Rowe Price ETF Inc | $2.9K | 2.9% |
| Warren E. Buffett | $2.3K | 2.3% |
| Fidelity Covington Trust | $2.2K | 2.2% |
| Caterpillar Inc | $1.9K | 1.9% |
| Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.LDP | $1.8K | 1.7% |
| Vanguard Mun Bd Fds | $1.7K | 1.7% |
| Capital Group Growth ETF | $972 | 1.0% |
| Schwab Strategic Tr | $941 | 0.9% |
| Mfs Active Exchange Traded F | $923 | 0.9% |
| Schwab Strategic Tr | $897 | 0.9% |
| Vanguard Index Fds | $791 | 0.8% |
| Capital Group Core Equity Et | $675 | 0.7% |
| Philip Morris International Inc. | $577 | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.