Platt Wealth Management LLC

CIK

2109497

Location

SAN DIEGO, CA

Portfolio Value

Small $124,406,826

Diversification

Diversified

Filing Date

Global Rank

#7,952 / 8,819 ▲ 135

Top Industry

Beverages - Non-Alcoholic 17.3%

Period ended 4 months ago

Filed Aug 3, 2026 · 3mo

3 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 66.7% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 72.8%; sector active share 49.6% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

57 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.9%

−0.4 pts

Top 5

44.7%

+0.1 pts

Top 10

66.7%

−0.3 pts

HHI

639

Diversified−16

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	56.7%	$70,562,677	35
Technology	13.0%	$16,196,439	6
Consumer Defensive	9.3%	$11,591,379	4
Financial Services	8.3%	$10,325,919	4
Communication Services	5.1%	$6,368,434	2
Consumer Cyclical	3.8%	$4,737,160	3
Industrials	2.9%	$3,565,285	1
Healthcare	0.9%	$1,059,533	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFIV	Dimensional International Value ETF	+32,858	121,778	$6,578,447
CGGG	Capital Group Equity ETF Trust I	+20,087	37,346	$1,069,962
CGHM	Capital Group Municipal High-Income ETF	+17,358	212,617	$5,496,149
VSDM	VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF	+9,782	36,742	$2,815,539
CGDV	Capital Group Dividend Value ETF	+9,622	427,896	$21,086,714
CGGR	Capital Group Growth ETF	+7,130	41,221	$1,945,631
VTEC	Vanguard California Tax-Exempt Bond ETF	+6,881	19,021	$1,913,512
NVDA	Nvidia Corp	+4,924	22,426	$4,487,218
CGMU	Capital Group Municipal Income ETF	+4,920	117,391	$3,224,730
VUG	VANGUARD GROWTH INDEX FUND	+4,150	4,980	$428,977
MFSM	MFS Active Intermediate Muni Bond ETF	+3,600	40,475	$1,019,565
TFLR	T. Rowe Price Floating Rate ETF	+2,571	11,133	$561,214
FENI	Fidelity Enhanced International ETF	+1,763	64,944	$2,606,202
SCHG	Schwab U.S. Large-Cap Growth ETF	+1,702	33,128	$1,121,051
VPLS	VANGUARD CORE-PLUS BOND ETF	+1,677	6,882	$533,878
TSPA	T. Rowe Price U.S. Equity Research ETF	+1,328	69,042	$3,281,566
AVUV	Avantis U.S. Small Cap Value ETF	+837	59,705	$7,448,795
AMZN	Amazon Com Inc	+532	15,531	$3,701,658
AAPL	Apple Inc.	+519	19,061	$5,515,490
MSFT	Microsoft Corp	+240	13,032	$4,861,196
VOO	VANGUARD 500 INDEX FUND	+139	2,095	$1,438,866
QCOM	Qualcomm Inc	+135	2,970	$548,826
GOOGL	Alphabet Inc.	+132	17,058	$6,096,017
JPM	Jpmorgan Chase & Co	+132	18,567	$6,077,536
BRK-B	Berkshire Hathaway Inc	+97	4,790	$2,396,868
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
AVDE	Avantis International Equity ETF	−7,673	4,477	$399,348
CGUS	Capital Group Core Equity ETF	−5,899	10,884	$484,120
FNDX	Schwab Fundamental U.S. Large Company ETF	−1,530	34,913	$1,085,794
COST	Costco Wholesale Corp	−1,146	1,650	$1,543,525
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	−204	74,662	$1,579,847
HD	Home Depot, Inc.	−135	1,344	$474,001
DFAI	Dimensional International Core Equity Market ETF	−92	7,187	$296,463
JPST	JPMorgan Ultra-Short Income ETF	−58	7,592	$383,927
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
AVLV	Avantis U.S. Large Cap Value ETF	11,270	$1,027,936
VBCJ	VANGUARD TARGET MATURITY 2036 CORPORATE BOND ETF	7,387	$558,900
VBCI	VANGUARD TARGET MATURITY 2035 CORPORATE BOND ETF	5,220	$395,258
VBCH	VANGUARD TARGET MATURITY 2034 CORPORATE BOND ETF	4,141	$313,142
AMD	Advanced Micro Devices Inc	527	$306,139
QQQ	Invesco Qqq Trust, Series 1	375	$276,150
GOOG	Alphabet Inc.	771	$272,417
AVLC	Avantis U.S. Large Cap Equity ETF	2,355	$211,855
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
SHEL	Shell plc	2,500	$232,500
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 tracked positions · $124,406,826 total · filing declares 57 positions · $124,376 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
CGDV	Capital Group Dividend Value ETF	Added	427,896	+9,622	$21,086,714	+18.5%	3	before history	16.95%
MNST	Monster Beverage Corp Consumer Defensive	Held	96,834	0	$9,307,684	+32.7%	3	before history	7.48%
AVUV	Avantis U.S. Small Cap Value ETF	Added	59,705	+837	$7,448,795	+14.5%	3	before history	5.99%
DFIV	Dimensional International Value ETF	Added	121,778	+32,858	$6,578,447	+40.2%	3	before history	5.29%
GOOGL	Alphabet Inc. Communication Services	Added	17,058	+132	$6,096,017	+25.2%	3	before history	4.90%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,567	+132	$6,077,536	+12.1%	3	before history	4.89%
AAPL	Apple Inc. Technology	Added	19,061	+519	$5,515,490	+17.2%	3	before history	4.43%
CGHM	Capital Group Municipal High-Income ETF	Added	212,617	+17,358	$5,496,149	+11.2%	3	before history	4.42%
MSFT	Microsoft Corp Technology	Added	13,032	+240	$4,861,196	+2.7%	3	before history	3.91%
NVDA	Nvidia Corp Technology	Added	22,426	+4,924	$4,487,218	+47.0%	3	before history	3.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,531	+532	$3,701,658	+18.5%	3	before history	2.98%
CAT	Caterpillar Inc Industrials	Added	3,348	+1	$3,565,285	+50.4%	3	before history	2.87%
TSPA	T. Rowe Price U.S. Equity Research ETF	Added	69,042	+1,328	$3,281,566	+18.5%	3	before history	2.64%
CGMU	Capital Group Municipal Income ETF	Added	117,391	+4,920	$3,224,730	+5.6%	3	before history	2.59%
VSDM	VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF	Added	36,742	+9,782	$2,815,539	+36.9%	3	before history	2.26%
FENI	Fidelity Enhanced International ETF	Added	64,944	+1,763	$2,606,202	+10.9%	3	before history	2.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,790	+97	$2,396,868	+6.6%	3	before history	1.93%
CGGR	Capital Group Growth ETF	Added	41,221	+7,130	$1,945,631	+42.0%	3	before history	1.56%
VTEC	Vanguard California Tax-Exempt Bond ETF	Added	19,021	+6,881	$1,913,512	+59.1%	2	$100.33	1.54%
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. Financial Services	Reduced	74,662	-204	$1,579,847	+5.7%	3	before history	1.27%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	1,650	-1,146	$1,543,525	−44.6%	3	before history	1.24%
VOO	VANGUARD 500 INDEX FUND	Added	2,095	+139	$1,438,866	+23.1%	3	before history	1.16%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	33,128	+1,702	$1,121,051	+22.5%	3	before history	0.90%
FNDX	Schwab Fundamental U.S. Large Company ETF	Reduced	34,913	-1,530	$1,085,794	+7.0%	3	before history	0.87%
CGGG	Capital Group Equity ETF Trust I	Added	37,346	+20,087	$1,069,962	+144.7%	3	before history	0.86%
AVLV	Avantis U.S. Large Cap Value ETF	NEW	11,270	NEW	$1,027,936	NEW	1	$87.83	0.83%
MFSM	MFS Active Intermediate Muni Bond ETF	Added	40,475	+3,600	$1,019,565	+11.2%	3	before history	0.82%
LLY	ELI LILLY & Co Healthcare	Added	528	+31	$633,299	+38.5%	3	before history	0.51%
DFAC	Dimensional U.S. Core Equity 2 ETF	Held	12,665	0	$561,819	+14.2%	3	before history	0.45%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,335	+79	$561,501	+20.3%	3	before history	0.45%
TFLR	T. Rowe Price Floating Rate ETF	Added	11,133	+2,571	$561,214	+30.2%	3	before history	0.45%
VBCJ	VANGUARD TARGET MATURITY 2036 CORPORATE BOND ETF	NEW	7,387	NEW	$558,900	NEW	1	$75.63	0.45%
QCOM	Qualcomm Inc Technology	Added	2,970	+135	$548,826	+50.3%	3	before history	0.44%
VPLS	VANGUARD CORE-PLUS BOND ETF	Added	6,882	+1,677	$533,878	+32.2%	3	before history	0.43%
VTV	VANGUARD VALUE INDEX FUND	Held	2,400	0	$523,032	+11.1%	3	before history	0.42%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,833	+58	$512,518	+11.7%	3	before history	0.41%
CGUS	Capital Group Core Equity ETF	Reduced	10,884	-5,899	$484,120	−24.9%	3	before history	0.39%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,000	0	$477,570	+41.3%	3	before history	0.38%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,344	-135	$474,001	−2.6%	3	before history	0.38%
VUG	VANGUARD GROWTH INDEX FUND	Added	4,980	+4,150	$428,977	+18.3%	3	before history	0.34%
MRK	Merck & Co., Inc. Healthcare	Held	3,317	0	$426,234	+6.8%	3	before history	0.34%
SPY	Spdr S&P 500 ETF Trust	Added	566	+55	$422,671	+27.2%	3	before history	0.34%
AVDE	Avantis International Equity ETF	Reduced	4,477	-7,673	$399,348	−61.3%	2	$86.89	0.32%
VBCI	VANGUARD TARGET MATURITY 2035 CORPORATE BOND ETF	NEW	5,220	NEW	$395,258	NEW	1	$75.69	0.32%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	7,592	-58	$383,927	−0.8%	3	before history	0.31%
ITA	iShares U.S. Aerospace & Defense ETF	Held	1,450	0	$351,509	+10.8%	3	before history	0.28%
VBCH	VANGUARD TARGET MATURITY 2034 CORPORATE BOND ETF	NEW	4,141	NEW	$313,142	NEW	1	$75.62	0.25%
AMD	Advanced Micro Devices Inc Technology	NEW	527	NEW	$306,139	NEW	1	$409.99	0.25%
DFAI	Dimensional International Core Equity Market ETF	Reduced	7,187	-92	$296,463	+4.5%	3	before history	0.24%
QQQ	Invesco Qqq Trust, Series 1	NEW	375	NEW	$276,150	NEW	1	$688.02	0.22%

Showing the top 50 of 57 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.