Investor
Platt Wealth Management LLC
CIK 0002109497 · filed 2026-05-01 · SEC filing
13F book
$102.6K
Positions
50
6 new · 0 sold
Largest name
17.3%
Capital Group Dividend Value
Est. mark
−$3.76K
Price effect on 44 names still held. Flow $5.45K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Capital Group Dividend Value | — | 418.3K | $17.8K | 17.3% | −$460 | Cut−$548 |
| Monster Beverage Corp New | — | 96.8K | $7.02K | 6.8% | −$408 | Held |
| American Centy Etf Tr | — | 58.9K | $6.5K | 6.3% | $500 | Cut$414 |
| Jpmorgan Chase & Co. | — | 18.4K | $5.42K | 5.3% | −$504 | Added−$363 |
| Capital Grp Fixed Incm Etf T | — | 195.3K | $4.94K | 4.8% | −$29 | Added$503 |
| Alphabet Inc | — | 16.9K | $4.87K | 4.7% | −$430 | Added−$424 |
| Microsoft Corp | MSFT | 12.8K | $4.74K | 4.6% | −$1.45K | Cut−$2.82K |
| Apple Inc. | AAPL | 18.5K | $4.71K | 4.6% | −$335 | Cut−$373 |
| Dimensional Etf Trust | — | 88.9K | $4.69K | 4.6% | $225 | Added$793 |
| Amazon Com Inc | AMZN | 15K | $3.12K | 3.0% | −$338 | Cut−$1.44K |
| Capital Grp Fixed Incm Etf T | — | 112.5K | $3.05K | 3.0% | −$26 | Cut−$190 |
| Nvidia Corp | NVDA | 17.5K | $3.05K | 3.0% | −$199 | Added−$28 |
| Costco Whsl Corp New | — | 2.8K | $2.79K | 2.7% | $80 | Added$2.28K |
| T Rowe Price Etf Inc | — | 67.7K | $2.77K | 2.7% | −$127 | Cut−$158 |
| Caterpillar Inc | CAT | 3.35K | $2.37K | 2.3% | $454 | Held |
| Fidelity Covington Trust | — | 63.2K | $2.35K | 2.3% | $38 | Added$112 |
| Berkshire Hathaway Inc Del | — | 4.69K | $2.25K | 2.2% | −$110 | Added−$99 |
| Vanguard Mun Bd Fds | — | 27K | $2.06K | 2.0% | −$4 | Added$332 |
| Cohen & Steers Ltd Duration | — | 74.9K | $1.5K | 1.5% | −$89 | Cut−$267 |
| Capital Group Growth Etf | — | 34.1K | $1.37K | 1.3% | −$93 | Added$398 |
| Vanguard Calif Tax Free Fds | — | 12.1K | $1.2K | 1.2% | — | New |
| Vanguard Index Fds | — | 1.96K | $1.17K | 1.1% | −$37 | Added$377 |
| American Centy Etf Tr | — | 12.2K | $1.03K | 1.0% | — | New |
| Schwab Strategic Tr | — | 36.4K | $1.01K | 1.0% | $21 | Added$117 |
| Mfs Active Exchange Traded F | — | 36.9K | $916 | 0.9% | −$7 | Held |
| Schwab Strategic Tr | — | 31.4K | $915 | 0.9% | −$100 | Added−$26 |
| Capital Group Core Equity Et | — | 16.8K | $644 | 0.6% | −$31 | Held |
| Dimensional Etf Trust | — | 12.7K | $492 | 0.5% | −$9 | Held |
| Home Depot, Inc. | HD | 1.48K | $486 | 0.5% | −$23 | Cut−$57 |
| Vanguard Index Fds | — | 2.4K | $470 | 0.5% | $12 | Held |
| Tesla, Inc. | TSLA | 1.26K | $467 | 0.5% | −$97 | Held |
| Philip Morris Intl Inc | — | 2.77K | $458 | 0.4% | $13 | Cut−$119 |
| Eli Lilly & Co | LLY | 497 | $457 | 0.4% | −$76 | Held |
| Capital Group Equity Etf Tr | — | 17.3K | $437 | 0.4% | −$41 | Added$72 |
| T Rowe Price Etf Inc | — | 8.56K | $431 | 0.4% | −$8 | Added$36 |
| Vanguard Malvern Fds | — | 5.21K | $403 | 0.4% | −$1 | Added$139 |
| Merck & Co., Inc. | MRK | 3.32K | $398 | 0.4% | $49 | Added$55 |
| J P Morgan Exchange Traded F | — | 7.65K | $387 | 0.4% | $0 | Added$1 |
| Qualcomm Inc | — | 2.83K | $365 | 0.4% | −$119 | Held |
| Vanguard Growth Etf | — | 830 | $362 | 0.4% | −$42 | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1K | $337 | 0.3% | $34 | Held |
| Spdr S&P 500 Etf Tr | — | 511 | $332 | 0.3% | −$16 | Held |
| Ishares Tr | — | 1.45K | $317 | 0.3% | $6 | Held |
| Dimensional Etf Trust | — | 7.28K | $283 | 0.3% | $6 | Added$6 |
| Kayne Anderson BDC, Inc. | KBDC | 20.1K | $275 | 0.3% | −$7 | Added$100 |
| Walmart Inc. | WMT | 2.01K | $249 | 0.2% | $26 | Held |
| Vanguard Ny Tax Free Fds | — | 2.4K | $245 | 0.2% | — | New |
| Shell Plc | — | 2.5K | $232 | 0.2% | — | New |
| First Tr Exchange-Traded Fd | — | 4.77K | $224 | 0.2% | — | New |
| Victory Portfolios Ii | — | 2.97K | $212 | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.