Platt Wealth Management LLC
50 holdingsFiling period: 2026-03-31Current AUM: $117.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 418.3K | $17.8M | $20.7M | 17.68% | -2,006 | 2026-03-31 |
| 2 | MNST | MONSTER BEVERAGE CORP NEW | 96.8K | $7.0M | $9.3M | 7.96% | -- | 2026-03-31 |
| 3 | AVUV | AMERICAN CENTY ETF TR | 58.9K | $6.5M | $7.4M | 6.29% | -847 | 2026-03-31 |
| 4 | JPM | JPMORGAN CHASE & CO. | 18.4K | $5.4M | $6.5M | 5.53% | +480 | 2026-03-31 |
| 5 | CGHM | CAPITAL GRP FIXED INCM ETF T | 195.3K | $4.9M | $5.0M | 4.23% | +21.0K | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 16.9K | $4.9M | $6.0M | 5.14% | +22 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 12.8K | $4.7M | $5.9M | 5.07% | -2,834 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 18.5K | $4.7M | $5.7M | 4.89% | -138 | 2026-03-31 |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 88.9K | $4.7M | $5.1M | 4.34% | +10.8K | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 15.0K | $3.1M | $4.1M | 3.47% | -4,770 | 2026-03-31 |
| 11 | CGMU | CAPITAL GRP FIXED INCM ETF T | 112.5K | $3.1M | $3.0M | 2.59% | -6,000 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 17.5K | $3.1M | $3.5M | 3.00% | +983 | 2026-03-31 |
| 13 | COST | COSTCO WHSL CORP NEW | 2.8K | $2.8M | $2.7M | 2.27% | +2.2K | 2026-03-31 |
| 14 | TSPA | T ROWE PRICE ETF INC | 67.7K | $2.8M | $3.2M | 2.72% | -717 | 2026-03-31 |
| 15 | CAT | CATERPILLAR INC | 3.3K | $2.4M | $2.7M | 2.33% | -- | 2026-03-31 |
| 16 | FENI | FIDELITY COVINGTON TRUST | 63.2K | $2.4M | $2.6M | 2.19% | +2.0K | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.7K | $2.2M | $2.2M | 1.92% | +22 | 2026-03-31 |
| 18 | VSDM | VANGUARD MUN BD FDS | 27.0K | $2.1M | $2.0M | 1.75% | +4.4K | 2026-03-31 |
| 19 | LDP | COHEN & STEERS LTD DURATION | 74.9K | $1.5M | $1.5M | 1.31% | -8,390 | 2026-03-31 |
| 20 | CGGR | CAPITAL GROUP GROWTH ETF | 34.1K | $1.4M | $1.5M | 1.30% | +12.2K | 2026-03-31 |
| 21 | VTEC | VANGUARD CALIF TAX FREE FDS | 12.1K | $1.2M | $1.2M | 1.02% | -- | 2026-03-31 |
| 22 | VOO | VANGUARD INDEX FDS | 2.0K | $1.2M | $1.3M | 1.14% | +694 | 2026-03-31 |
| 23 | AVDE | AMERICAN CENTY ETF TR | 12.2K | $1.0M | $1.1M | 0.94% | -- | 2026-03-31 |
| 24 | FNDX | SCHWAB STRATEGIC TR | 36.4K | $1.0M | $1.2M | 0.99% | +3.5K | 2026-03-31 |
| 25 | MFSM | MFS ACTIVE EXCHANGE TRADED F | 36.9K | $916K | $910K | 0.78% | -- | 2026-03-31 |
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