Platt Wealth Management LLC
57 holdingsFiling period: 2026-06-30Current AUM: $122.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CGDV | Capital Group Dividend Value | 427.9K | $21.1M | $20.3M | 16.59% | +9.6K | 2026-06-30 |
| 2 | MNST | Monster Beverage Corp New | 96.8K | $9.3M | $8.9M | 7.24% | -- | 2026-06-30 |
| 3 | AVUV | American Centy ETF TR | 59.7K | $7.4M | $7.1M | 5.84% | +837 | 2026-06-30 |
| 4 | DFIV | Dimensional ETF Trust | 121.8K | $6.6M | $6.8M | 5.55% | +32.9K | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 17.1K | $6.1M | $4.9M | 3.97% | +132 | 2026-06-30 |
| 6 | JPM | JPMorgan Chase & Co | 18.6K | $6.1M | $6.2M | 5.08% | +132 | 2026-06-30 |
| 7 | AAPL | Apple Inc | 19.1K | $5.5M | $6.5M | 5.33% | +519 | 2026-06-30 |
| 8 | CGHM | Capital Grp Fixed Incm ETF T | 212.6K | $5.5M | $5.3M | 4.36% | +17.4K | 2026-06-30 |
| 9 | MSFT | Microsoft Corp | 13.0K | $4.9M | $6.9M | 5.65% | +240 | 2026-06-30 |
| 10 | NVDA | NVIDIA Corporation | 22.4K | $4.5M | $4.2M | 3.42% | +4.9K | 2026-06-30 |
| 11 | AMZN | Amazon.com Inc | 15.5K | $3.7M | $4.0M | 3.29% | +532 | 2026-06-30 |
| 12 | CAT | Caterpillar Inc | 3.3K | $3.6M | $1.9M | 1.53% | +1 | 2026-06-30 |
| 13 | TSPA | T Rowe Price ETF Inc | 69.0K | $3.3M | $3.2M | 2.61% | +1.3K | 2026-06-30 |
| 14 | CGMU | Capital Grp Fixed Incm ETF T | 117.4K | $3.2M | $3.2M | 2.59% | +4.9K | 2026-06-30 |
| 15 | VSDM | Vanguard Mun BD Fds | 36.7K | $2.8M | $2.8M | 2.28% | +9.8K | 2026-06-30 |
| 16 | FENI | Fidelity Covington Trust | 64.9K | $2.6M | $2.5M | 2.06% | +1.8K | 2026-06-30 |
| 17 | BRK-B | Berkshire Hathaway Inc Del | 4.8K | $2.4M | $2.4M | 1.96% | +97 | 2026-06-30 |
| 18 | CGGR | Capital Group Growth ETF | 41.2K | $1.9M | $1.8M | 1.51% | +7.1K | 2026-06-30 |
| 19 | VTEC | Vanguard Calif Tax Free Fds | 19.0K | $1.9M | $1.9M | 1.52% | +6.9K | 2026-06-30 |
| 20 | LDP | Cohen & Steers Ltd Duration | 74.7K | $1.6M | $1.4M | 1.18% | -204 | 2026-06-30 |
| 21 | COST | Costco Wholesale Corporation | 1.6K | $1.5M | $1.7M | 1.42% | -1,146 | 2026-06-30 |
| 22 | VOO | Vanguard Index Fds | 2.1K | $1.4M | $1.4M | 1.16% | +139 | 2026-06-30 |
| 23 | SCHG | Schwab Strategic TR | 33.1K | $1.1M | $1.1M | 0.90% | +1.7K | 2026-06-30 |
| 24 | FNDX | Schwab Strategic TR | 34.9K | $1.1M | $1.1M | 0.92% | -1,530 | 2026-06-30 |
| 25 | CGGG | Capital Group Equity ETF TR | 37.3K | $1.1M | $976K | 0.80% | +20.1K | 2026-06-30 |
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