Q2 2026 13F · SEC CIK 2109497

Platt Wealth Management LLC

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $124.4M
Reported positions: 57
Holdings vs S&P 500, 3 yrs: —
Assets under management: $390.6M

Platt Wealth Management LLC is a wealth manager that reported 57 positions worth $124.4M in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Capital Group Dividend Value (CGDV, 17.0%), Monster Beverage Corp New (MNST, 7.5%), American Centy ETF Tr (AVUV, 6.0%).

Platt Wealth Management LLC holdings largest 50 of 57 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Platt Wealth Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CGDVCapital Group Dividend Value	17.0%	17.3%	427,896	+2.3%	$21.1M
MNSTMonster Beverage Corp New	7.5%	6.8%	96,834	+0.0%	$9.3M
AVUVAmerican Centy ETF Tr	6.0%	6.3%	59,705	+1.4%	$7.4M
DFIVDimensional ETF Trust	5.3%	4.6%	121,778	+37.0%	$6.6M
GOOGLAlphabet Inc	4.9%	4.7%	17,058	+0.8%	$6.1M
JPMJpmorgan Chase & Co	4.9%	5.3%	18,567	+0.7%	$6.1M
AAPLApple Inc	4.4%	4.6%	19,061	+2.8%	$5.5M
CGHMCapital Grp Fixed Incm ETF T	4.4%	4.8%	212,617	+8.9%	$5.5M
MSFTMicrosoft Corp	3.9%	4.6%	13,032	+1.9%	$4.9M
NVDANvidia Corporation	3.6%	3.0%	22,426	+28.1%	$4.5M
AMZNAmazon Com Inc	3.0%	3.0%	15,531	+3.5%	$3.7M
CATCaterpillar Inc	2.9%	2.3%	3,348	+0.0%	$3.6M
TSPAT Rowe Price Exchange-Traded	2.6%	2.7%	69,042	+2.0%	$3.3M
CGMUCapital Grp Fixed Incm ETF T	2.6%	3.0%	117,391	+4.4%	$3.2M
VSDMVanguard Mun Bd Fds	2.3%	2.0%	36,742	+36.3%	$2.8M
FENIFidelity Covington Trust	2.1%	2.3%	64,944	+2.8%	$2.6M
BRK-BBerkshire Hathaway Inc Del	1.9%	2.2%	4,790	+2.1%	$2.4M
CGGRCapital Group Growth ETF	1.6%	1.3%	41,221	+20.9%	$1.9M
VTECVanguard Calif Tax Free Fds	1.5%	1.2%	19,021	+56.7%	$1.9M
LDPCohen & Steers Ltd Duration	1.3%	1.5%	74,662	-0.3%	$1.6M
COSTCostco Wholesale Corporation	1.2%	2.7%	1,650	-41.0%	$1.5M
VOOVanguard Index Fds	1.2%	1.1%	2,095	+7.1%	$1.4M
SCHGSchwab Strategic Tr	0.9%	0.9%	33,128	+5.4%	$1.1M
FNDXSchwab Strategic Tr	0.9%	1.0%	34,913	-4.2%	$1.1M
CGGGCapital Group Equity ETF Tr	0.9%	0.4%	37,346	+116.4%	$1.1M
AVLVAmerican Centy ETF Tr	0.8%	New	11,270	—	$1.0M
MFSMMfs Active Exchange Traded F	0.8%	0.9%	40,475	+9.8%	$1.0M
LLYEli Lilly & Co	0.5%	0.4%	528	+6.2%	$633K
DFACDimensional ETF Trust	0.5%	0.5%	12,665	+0.0%	$561K
TFLRT Rowe Price Exchange-Traded	0.5%	0.4%	11,133	+30.0%	$561K
TSLATesla Inc	0.5%	0.5%	1,335	+6.3%	$561K
VBCJVanguard Wellesley Income Fd	0.4%	New	7,387	—	$558K
QCOMQualcomm Inc	0.4%	0.4%	2,970	+4.8%	$548K
VPLSVanguard Malvern Fds	0.4%	0.4%	6,882	+32.2%	$533K
VTVVanguard Index Fds	0.4%	0.5%	2,400	+0.0%	$523K
PMPhilip Morris Intl Inc	0.4%	0.4%	2,833	+2.1%	$512K
CGUSCapital Group Core Equity Et	0.4%	0.6%	10,884	-35.1%	$484K
TSMTaiwan Semiconductor Manufac	0.4%	0.3%	1,000	+0.0%	$477K
HDHome Depot Inc	0.4%	0.5%	1,344	-9.1%	$474K
VUGVanguard Index Fds	0.3%	0.4%	4,980	+500.0%	$428K
MRKMerck & Co Inc	0.3%	0.4%	3,317	+0.0%	$426K
SPYState Str Spdr S&p 500 ETF T	0.3%	0.3%	566	+10.8%	$422K
AVDEAvantis International Equity ETF	0.3%	1.0%	4,477	-63.2%	$399K
VBCIVanguard Wellesley Income Fd	0.3%	New	5,220	—	$395K
JPSTJ P Morgan Exchange Traded F	0.3%	0.4%	7,592	-0.8%	$383K
ITAIshares Tr	0.3%	0.3%	1,450	+0.0%	$351K
VBCHVanguard Wellesley Income Fd	0.3%	New	4,141	—	$313K
AMDAdvanced Micro Devices Inc	0.2%	New	527	—	$306K
DFAIDimensional ETF Trust	0.2%	0.3%	7,187	-1.3%	$296K
QQQInvesco Qqq Tr	0.2%	New	375	—	$276K

What Platt Wealth Management LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$124.4M	57
Q1 2026	$102.6M	50
Q4 2025	$100.9M	44

Questions about Platt Wealth Management LLC's portfolio

What stocks does Platt Wealth Management LLC own?

Platt Wealth Management LLC's latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 57 positions worth $124.4M. The largest are Capital Group Dividend Value (CGDV) at 17.0%, Monster Beverage Corp New (MNST) at 7.5%, American Centy ETF Tr (AVUV) at 6.0%, Dimensional ETF Trust (DFIV) at 5.3% and Alphabet Inc (GOOGL) at 4.9%.

What did Platt Wealth Management LLC buy last quarter?

In Q2 2026, Platt Wealth Management LLC added a new position in American Centy ETF Tr (AVLV), a new position in Vanguard Wellesley Income Fd (VBCJ), a new position in Vanguard Wellesley Income Fd (VBCI), a new position in Vanguard Wellesley Income Fd (VBCH), a new position in Advanced Micro Devices Inc (AMD), Vanguard Index Fds (VUG) (+500.0% shares), Capital Group Equity ETF Tr (CGGG) (+116.4% shares) and Vanguard Calif Tax Free Fds (VTEC) (+56.7% shares), compared with its Q1 2026 filing.

What did Platt Wealth Management LLC sell last quarter?

In Q2 2026, Platt Wealth Management LLC cut from its top 50 Kayne Anderson Bdc Inc (KBDC), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Vanguard New York Tax-Exempt Bond ETF (MUNY), cut from its top 50 Shell PLC (SHEL), cut from its top 50 First Tr Exchange-Traded Fd (FVD), Avantis International Equity ETF (AVDE) (-63.2% shares), Costco Wholesale Corporation (COST) (-41.0% shares) and Capital Group Core Equity Et (CGUS) (-35.1% shares), compared with its Q1 2026 filing.

When is Platt Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Platt Wealth Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Platt Wealth Management LLC manage?

Platt Wealth Management LLC reported $390.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $124.4M.