Platt Wealth Management LLC

CIK

2109497

Location

SAN DIEGO, CA

Portfolio Value

Micro $81,292,509

Diversification

Diversified

Filing Date

Global Rank

#6,515 / 8,700 ▲ 1531

Top Industry

Beverages - Non-Alcoholic 17.3%

Period ended 3 months ago

Filed Aug 3, 2026 · 42d

3 quarters · since Dec 2025

Portfolio Concentration

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

Top Position

25.9%

+8.0 pts

Top 5

59.5%

+13.4 pts

Top 10

82.9%

+13.8 pts

HHI

1,107

Diversified+422

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	33.8%	$27,448,360	8
Technology	19.9%	$16,196,439	6
Consumer Defensive	14.3%	$11,591,379	4
Financial Services	12.7%	$10,325,919	4
Communication Services	7.8%	$6,368,434	1
Consumer Cyclical	5.8%	$4,737,160	3
Industrials	4.4%	$3,565,285	1
Healthcare	1.3%	$1,059,533	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
CGGG	Capital Group U.S. Large Growth ETF	+20,087	37,346	$1,069,962
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
GOOGL	Alphabet Inc.	+903	17,829	$6,368,434
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
QCOM	Qualcomm Inc/De	+135	2,970	$548,826
JPM	Jpmorgan Chase & Co	+132	18,567	$6,077,536
BRK-B	Berkshire Hathaway Inc	+97	4,790	$2,396,868
TSLA	Tesla, Inc.	+79	1,335	$561,501
PM	Philip Morris International Inc.	+58	2,833	$512,518
SPY	Spdr S&P 500 ETF Trust	+55	566	$422,671
LLY	ELI LILLY & Co	+31	528	$633,299
CAT	Caterpillar Inc	+1	3,348	$3,565,285
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
CGUS	Capital Group Core Equity ETF	−5,899	10,884	$484,120
COST	Costco Wholesale Corp /New	−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
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	527	$306,139
QQQ	Invesco Qqq Trust, Series 1	375	$276,150
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
CGCB	Capital Group Core Bond ETF	307,730	$7,997,544
ACSG	American Century Small Cap Growth Insights ETF	71,018	$7,533,953
DCOR	Dimensional US Core Equity 1 ETF	108,864	$5,468,947
FBCG	Fidelity Blue Chip Growth ETF	63,181	$2,350,333
VCRM	Vanguard Core Tax-Exempt Bond ETF	26,960	$2,056,778
FNDA	Schwab Fundamental U.S. Small Company ETF	67,869	$1,930,376
VB	Vanguard Morningstar Small-Cap ETF	5,186	$1,640,049
BRCE	MFS Blended Research Core Equity ETF	36,875	$916,528
TACN	T. Rowe Price Active Core International Equity ETF	8,562	$431,182
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	5,205	$403,850
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	7,650	$387,166
AAXJ	iShares MSCI All Country Asia ex Japan ETF	1,450	$317,187
SHEL	Shell plc	2,500	$232,500
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	4,766	$224,144
ABI	VictoryShares Pioneer Asset-Based Income ETF	2,968	$212,001
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

29 tracked positions · $81,292,509 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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CGDV	Capital Group Dividend Value ETF	Added	427,896	+9,622	$21,086,714	+18.5%	25.94%
MNST	Monster Beverage Corp Consumer Defensive	Held	96,834	0	$9,307,684	+32.7%	11.45%
GOOGL	Alphabet Inc. Communication Services	Added	17,829	+903	$6,368,434	+30.8%	7.83%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,567	+132	$6,077,536	+12.1%	7.48%
AAPL	Apple Inc. Technology	Added	19,061	+519	$5,515,490	+17.2%	6.78%
MSFT	Microsoft Corp Technology	Added	13,032	+240	$4,861,196	+2.7%	5.98%
NVDA	Nvidia Corp Technology	Added	22,426	+4,924	$4,487,218	+47.0%	5.52%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,531	+532	$3,701,658	+18.5%	4.55%
CAT	Caterpillar Inc Industrials	Added	3,348	+1	$3,565,285	+50.4%	4.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,790	+97	$2,396,868	+6.6%	2.95%
CGGR	Capital Group Growth ETF	Added	41,221	+7,130	$1,945,631	+42.0%	2.39%
VTEC	Vanguard California Tax-Exempt Bond ETF	Added	19,021	+6,881	$1,913,512	+59.1%	2.35%
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. Financial Services	Reduced	74,662	-204	$1,579,847	+5.7%	1.94%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,650	-1,146	$1,543,525	−44.6%	1.90%
CGGG	Capital Group U.S. Large Growth ETF	Added	37,346	+20,087	$1,069,962	+144.7%	1.32%
LLY	ELI LILLY & Co Healthcare	Added	528	+31	$633,299	+38.5%	0.78%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,335	+79	$561,501	+20.3%	0.69%
QCOM	Qualcomm Inc/De Technology	Added	2,970	+135	$548,826	+50.3%	0.68%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,833	+58	$512,518	+11.7%	0.63%
CGUS	Capital Group Core Equity ETF	Reduced	10,884	-5,899	$484,120	−24.9%	0.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,000	0	$477,570	+41.3%	0.59%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,344	-135	$474,001	−2.6%	0.58%
MRK	Merck & Co., Inc. Healthcare	Held	3,317	0	$426,234	+6.8%	0.52%
SPY	Spdr S&P 500 ETF Trust	Added	566	+55	$422,671	+27.2%	0.52%
AMD	Advanced Micro Devices Inc Technology	NEW	527	NEW	$306,139	NEW	0.38%
QQQ	Invesco Qqq Trust, Series 1	NEW	375	NEW	$276,150	NEW	0.34%
KBDC	Kayne Anderson BDC, Inc. Financial Services	Held	20,079	0	$271,668	−1.4%	0.33%
MUNY	Vanguard New York Tax-Exempt Bond ETF	Held	2,400	0	$249,600	+1.5%	0.31%
WMT	Walmart Inc. Consumer Defensive	Held	2,010	0	$227,652	−8.9%	0.28%

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.