Filed: 5/1/2026ACC: 0002109497-26-000002
📋 What this filing means
PLATT WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $102.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$102.6K
Total AUM (reported)
1.61M
Total Shares
Allocation by class
COM$37.6K36.6%
SHS CREATION UNI$19.8K19.3%
US SML CP VALU$6.5K6.3%
MUNICIPAL HIGH I$4.9K4.8%
CAP STK CL A$4.9K4.7%
INTERNATNAL VAL$4.7K4.6%
MUNICIPAL INCOME$3.1K3.0%
Portfolio Concentration
Top 3$31.3K30.5%
4–10$32.5K31.7%
11–25$28.9K28.2%
Rest$9.9K9.6%
Top 3 weight
30.5%
Top 10 weight
62.2%
Voting Authority Distribution
Total shares with voting rights: 1.61M
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
1.61M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings50
Rows:
CAPITAL GROUP DIVIDEND VALUE
SOLEShares418.27K
TypeSH
Market value$17.8K
17.35%
Sole
0.00
Shared
0.00
None
418.27K
MONSTER BEVERAGE CORP NEW
SOLEShares96.83K
TypeSH
Market value$7.0K
6.84%
Sole
0.00
Shared
0.00
None
96.83K
AMERICAN CENTY ETF TR
SOLEShares58.87K
TypeSH
Market value$6.5K
6.34%
Sole
0.00
Shared
0.00
None
58.87K
JPMORGAN CHASE & CO.
SOLEShares18.43K
TypeSH
Market value$5.4K
5.29%
Sole
0.00
Shared
0.00
None
18.43K
CAPITAL GRP FIXED INCM ETF T
SOLEShares195.26K
TypeSH
Market value$4.9K
4.82%
Sole
0.00
Shared
0.00
None
195.26K
ALPHABET INC
SOLEShares16.93K
TypeSH
Market value$4.9K
4.75%
Sole
0.00
Shared
0.00
None
16.93K
MICROSOFT CORP
SOLEShares12.79K
TypeSH
Market value$4.7K
4.62%
Sole
0.00
Shared
0.00
None
12.79K
APPLE INC
SOLEShares18.54K
TypeSH
Market value$4.7K
4.59%
Sole
0.00
Shared
0.00
None
18.54K
DIMENSIONAL ETF TRUST
SOLEShares88.92K
TypeSH
Market value$4.7K
4.58%
Sole
0.00
Shared
0.00
None
88.92K
AMAZON COM INC
SOLEShares15K
TypeSH
Market value$3.1K
3.05%
Sole
0.00
Shared
0.00
None
15K
CAPITAL GRP FIXED INCM ETF T
SOLEShares112.47K
TypeSH
Market value$3.1K
2.98%
Sole
0.00
Shared
0.00
None
112.47K
NVIDIA CORPORATION
SOLEShares17.50K
TypeSH
Market value$3.1K
2.98%
Sole
0.00
Shared
0.00
None
17.50K
COSTCO WHSL CORP NEW
SOLEShares2.80K
TypeSH
Market value$2.8K
2.72%
Sole
0.00
Shared
0.00
None
2.80K
T ROWE PRICE ETF INC
SOLEShares67.71K
TypeSH
Market value$2.8K
2.70%
Sole
0.00
Shared
0.00
None
67.71K
CATERPILLAR INC
SOLEShares3.35K
TypeSH
Market value$2.4K
2.31%
Sole
0.00
Shared
0.00
None
3.35K
FIDELITY COVINGTON TRUST
SOLEShares63.18K
TypeSH
Market value$2.4K
2.29%
Sole
0.00
Shared
0.00
None
63.18K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.69K
TypeSH
Market value$2.2K
2.19%
Sole
0.00
Shared
0.00
None
4.69K
VANGUARD MUN BD FDS
SOLEShares26.96K
TypeSH
Market value$2.1K
2.00%
Sole
0.00
Shared
0.00
None
26.96K
COHEN & STEERS LTD DURATION
SOLEShares74.87K
TypeSH
Market value$1.5K
1.46%
Sole
0.00
Shared
0.00
None
74.87K
CAPITAL GROUP GROWTH ETF
SOLEShares34.09K
TypeSH
Market value$1.4K
1.34%
Sole
0.00
Shared
0.00
None
34.09K
VANGUARD CALIF TAX FREE FDS
SOLEShares12.14K
TypeSH
Market value$1.2K
1.17%
Sole
0.00
Shared
0.00
None
12.14K
VANGUARD INDEX FDS
SOLEShares1.96K
TypeSH
Market value$1.2K
1.14%
Sole
0.00
Shared
0.00
None
1.96K
AMERICAN CENTY ETF TR
SOLEShares12.15K
TypeSH
Market value$1.0K
1.00%
Sole
0.00
Shared
0.00
None
12.15K
SCHWAB STRATEGIC TR
SOLEShares36.44K
TypeSH
Market value$1.0K
0.99%
Sole
0.00
Shared
0.00
None
36.44K
MFS ACTIVE EXCHANGE TRADED F
SOLEShares36.88K
TypeSH
Market value$916.00
0.89%
Sole
0.00
Shared
0.00
None
36.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 418.27K | SH | $17.8K 17.35% | 0.00 | 0.00 | 418.27K |
MONSTER BEVERAGE CORP NEWSOLE | COM | 96.83K | SH | $7.0K 6.84% | 0.00 | 0.00 | 96.83K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 58.87K | SH | $6.5K 6.34% | 0.00 | 0.00 | 58.87K |
JPMORGAN CHASE & CO.SOLE | COM | 18.43K | SH | $5.4K 5.29% | 0.00 | 0.00 | 18.43K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL HIGH I | 195.26K | SH | $4.9K 4.82% | 0.00 | 0.00 | 195.26K |
ALPHABET INCSOLE | CAP STK CL A | 16.93K | SH | $4.9K 4.75% | 0.00 | 0.00 | 16.93K |
MICROSOFT CORPSOLE | COM | 12.79K | SH | $4.7K 4.62% | 0.00 | 0.00 | 12.79K |
APPLE INCSOLE | COM | 18.54K | SH | $4.7K 4.59% | 0.00 | 0.00 | 18.54K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 88.92K | SH | $4.7K 4.58% | 0.00 | 0.00 | 88.92K |
AMAZON COM INCSOLE | COM | 15K | SH | $3.1K 3.05% | 0.00 | 0.00 | 15K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 112.47K | SH | $3.1K 2.98% | 0.00 | 0.00 | 112.47K |
NVIDIA CORPORATIONSOLE | COM | 17.50K | SH | $3.1K 2.98% | 0.00 | 0.00 | 17.50K |
COSTCO WHSL CORP NEWSOLE | COM | 2.80K | SH | $2.8K 2.72% | 0.00 | 0.00 | 2.80K |
T ROWE PRICE ETF INCSOLE | US EQUITY RESEAR | 67.71K | SH | $2.8K 2.70% | 0.00 | 0.00 | 67.71K |
CATERPILLAR INCSOLE | COM | 3.35K | SH | $2.4K 2.31% | 0.00 | 0.00 | 3.35K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 63.18K | SH | $2.4K 2.29% | 0.00 | 0.00 | 63.18K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.69K | SH | $2.2K 2.19% | 0.00 | 0.00 | 4.69K |
VANGUARD MUN BD FDSSOLE | SHORT TAX EXEMPT | 26.96K | SH | $2.1K 2.00% | 0.00 | 0.00 | 26.96K |
COHEN & STEERS LTD DURATIONSOLE | COM | 74.87K | SH | $1.5K 1.46% | 0.00 | 0.00 | 74.87K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 34.09K | SH | $1.4K 1.34% | 0.00 | 0.00 | 34.09K |
VANGUARD CALIF TAX FREE FDSSOLE | TAX EXEMPT BD FD | 12.14K | SH | $1.2K 1.17% | 0.00 | 0.00 | 12.14K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.96K | SH | $1.2K 1.14% | 0.00 | 0.00 | 1.96K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 12.15K | SH | $1.0K 1.00% | 0.00 | 0.00 | 12.15K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 36.44K | SH | $1.0K 0.99% | 0.00 | 0.00 | 36.44K |
MFS ACTIVE EXCHANGE TRADED FSOLE | INTERMEDITE MUNI | 36.88K | SH | $916.00 0.89% | 0.00 | 0.00 | 36.88K |
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