Filed: 2/6/2026ACC: 0002109497-26-000001
📋 What this filing means
PLATT WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $100.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$100.9K
Total AUM (reported)
1.52M
Total Shares
Allocation by class
COM$40.9K40.6%
SHS CREATION UNI$20.0K19.8%
US SML CP VALU$6.1K6.0%
CAP STK CL A$5.3K5.2%
MUNICIPAL HIGH I$4.4K4.4%
INTERNATNAL VAL$3.9K3.9%
MUNICIPAL INCOME$3.2K3.2%
Portfolio Concentration
Top 3$33.3K33.0%
4–10$35.1K34.8%
11–25$25.0K24.8%
Rest$7.4K7.3%
Top 3 weight
33.0%
Top 10 weight
67.9%
Voting Authority Distribution
Total shares with voting rights: 1.52M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.52M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole44
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings44
Rows:
CAPITAL GROUP DIVIDEND VALUE
SOLEShares420.28K
TypeSH
Market value$18.3K
18.18%
Sole
0.00
Shared
0.00
None
420.28K
MICROSOFT CORP
SOLEShares15.63K
TypeSH
Market value$7.6K
7.49%
Sole
0.00
Shared
0.00
None
15.63K
MONSTER BEVERAGE CORP NEW
SOLEShares96.83K
TypeSH
Market value$7.4K
7.36%
Sole
0.00
Shared
0.00
None
96.83K
AMERICAN CENTY ETF TR
SOLEShares59.72K
TypeSH
Market value$6.1K
6.04%
Sole
0.00
Shared
0.00
None
59.72K
JPMORGAN CHASE & CO.
SOLEShares17.95K
TypeSH
Market value$5.8K
5.74%
Sole
0.00
Shared
0.00
None
17.95K
ALPHABET INC
SOLEShares16.90K
TypeSH
Market value$5.3K
5.25%
Sole
0.00
Shared
0.00
None
16.90K
APPLE INC
SOLEShares18.68K
TypeSH
Market value$5.1K
5.03%
Sole
0.00
Shared
0.00
None
18.68K
AMAZON COM INC
SOLEShares19.77K
TypeSH
Market value$4.6K
4.52%
Sole
0.00
Shared
0.00
None
19.77K
CAPITAL GRP FIXED INCM ETF T
SOLEShares174.25K
TypeSH
Market value$4.4K
4.40%
Sole
0.00
Shared
0.00
None
174.25K
DIMENSIONAL ETF TRUST
SOLEShares78.16K
TypeSH
Market value$3.9K
3.87%
Sole
0.00
Shared
0.00
None
78.16K
CAPITAL GRP FIXED INCM ETF T
SOLEShares118.47K
TypeSH
Market value$3.2K
3.22%
Sole
0.00
Shared
0.00
None
118.47K
NVIDIA CORPORATION
SOLEShares16.52K
TypeSH
Market value$3.1K
3.05%
Sole
0.00
Shared
0.00
None
16.52K
T ROWE PRICE ETF INC
SOLEShares68.43K
TypeSH
Market value$2.9K
2.90%
Sole
0.00
Shared
0.00
None
68.43K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.67K
TypeSH
Market value$2.3K
2.33%
Sole
0.00
Shared
0.00
None
4.67K
FIDELITY COVINGTON TRUST
SOLEShares61.18K
TypeSH
Market value$2.2K
2.22%
Sole
0.00
Shared
0.00
None
61.18K
CATERPILLAR INC
SOLEShares3.35K
TypeSH
Market value$1.9K
1.90%
Sole
0.00
Shared
0.00
None
3.35K
COHEN & STEERS LTD DURATION
SOLEShares83.26K
TypeSH
Market value$1.8K
1.75%
Sole
0.00
Shared
0.00
None
83.26K
VANGUARD MUN BD FDS
SOLEShares22.55K
TypeSH
Market value$1.7K
1.71%
Sole
0.00
Shared
0.00
None
22.55K
CAPITAL GROUP GROWTH ETF
SOLEShares21.87K
TypeSH
Market value$972.00
0.96%
Sole
0.00
Shared
0.00
None
21.87K
SCHWAB STRATEGIC TR
SOLEShares28.88K
TypeSH
Market value$941.00
0.93%
Sole
0.00
Shared
0.00
None
28.88K
MFS ACTIVE EXCHANGE TRADED F
SOLEShares36.88K
TypeSH
Market value$923.00
0.92%
Sole
0.00
Shared
0.00
None
36.88K
SCHWAB STRATEGIC TR
SOLEShares32.98K
TypeSH
Market value$897.00
0.89%
Sole
0.00
Shared
0.00
None
32.98K
VANGUARD INDEX FDS
SOLEShares1.26K
TypeSH
Market value$791.00
0.78%
Sole
0.00
Shared
0.00
None
1.26K
CAPITAL GROUP CORE EQUITY ET
SOLEShares16.78K
TypeSH
Market value$675.00
0.67%
Sole
0.00
Shared
0.00
None
16.78K
PHILIP MORRIS INTL INC
SOLEShares3.60K
TypeSH
Market value$577.00
0.57%
Sole
0.00
Shared
0.00
None
3.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 420.28K | SH | $18.3K 18.18% | 0.00 | 0.00 | 420.28K |
MICROSOFT CORPSOLE | COM | 15.63K | SH | $7.6K 7.49% | 0.00 | 0.00 | 15.63K |
MONSTER BEVERAGE CORP NEWSOLE | COM | 96.83K | SH | $7.4K 7.36% | 0.00 | 0.00 | 96.83K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 59.72K | SH | $6.1K 6.04% | 0.00 | 0.00 | 59.72K |
JPMORGAN CHASE & CO.SOLE | COM | 17.95K | SH | $5.8K 5.74% | 0.00 | 0.00 | 17.95K |
ALPHABET INCSOLE | CAP STK CL A | 16.90K | SH | $5.3K 5.25% | 0.00 | 0.00 | 16.90K |
APPLE INCSOLE | COM | 18.68K | SH | $5.1K 5.03% | 0.00 | 0.00 | 18.68K |
AMAZON COM INCSOLE | COM | 19.77K | SH | $4.6K 4.52% | 0.00 | 0.00 | 19.77K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL HIGH I | 174.25K | SH | $4.4K 4.40% | 0.00 | 0.00 | 174.25K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 78.16K | SH | $3.9K 3.87% | 0.00 | 0.00 | 78.16K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 118.47K | SH | $3.2K 3.22% | 0.00 | 0.00 | 118.47K |
NVIDIA CORPORATIONSOLE | COM | 16.52K | SH | $3.1K 3.05% | 0.00 | 0.00 | 16.52K |
T ROWE PRICE ETF INCSOLE | US EQUITY RESEAR | 68.43K | SH | $2.9K 2.90% | 0.00 | 0.00 | 68.43K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.67K | SH | $2.3K 2.33% | 0.00 | 0.00 | 4.67K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 61.18K | SH | $2.2K 2.22% | 0.00 | 0.00 | 61.18K |
CATERPILLAR INCSOLE | COM | 3.35K | SH | $1.9K 1.90% | 0.00 | 0.00 | 3.35K |
COHEN & STEERS LTD DURATIONSOLE | COM | 83.26K | SH | $1.8K 1.75% | 0.00 | 0.00 | 83.26K |
VANGUARD MUN BD FDSSOLE | SHORT TAX EXEMPT | 22.55K | SH | $1.7K 1.71% | 0.00 | 0.00 | 22.55K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 21.87K | SH | $972.00 0.96% | 0.00 | 0.00 | 21.87K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 28.88K | SH | $941.00 0.93% | 0.00 | 0.00 | 28.88K |
MFS ACTIVE EXCHANGE TRADED FSOLE | INTERMEDITE MUNI | 36.88K | SH | $923.00 0.92% | 0.00 | 0.00 | 36.88K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 32.98K | SH | $897.00 0.89% | 0.00 | 0.00 | 32.98K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.26K | SH | $791.00 0.78% | 0.00 | 0.00 | 1.26K |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 16.78K | SH | $675.00 0.67% | 0.00 | 0.00 | 16.78K |
PHILIP MORRIS INTL INCSOLE | COM | 3.60K | SH | $577.00 0.57% | 0.00 | 0.00 | 3.60K |
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