Holders — by stockHoldings — by fund
Platt Wealth Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002109497
$124.4M
disclosed book value
57
positions
17%
largest position share
Positions, as of 2026-06-30
top 57 of 57 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CGDVCAPITAL GROUP DIVIDEND VALUE | 427,896 | $21.1M | 17% |
| 2 | MNSTMONSTER BEVERAGE CORP NEW | 96,834 | $9.3M | 7.5% |
| 3 | AVUVAMERICAN CENTY ETF TR | 59,705 | $7.4M | 6% |
| 4 | DFIVDIMENSIONAL ETF TRUST | 121,778 | $6.6M | 5.3% |
| 5 | GOOGLALPHABET INC | 17,058 | $6.1M | 4.9% |
| 6 | JPMJPMORGAN CHASE & CO | 18,567 | $6.1M | 4.9% |
| 7 | AAPLAPPLE INC | 19,061 | $5.5M | 4.4% |
| 8 | CGHMCAPITAL GRP FIXED INCM ETF T | 212,617 | $5.5M | 4.4% |
| 9 | MSFTMICROSOFT CORP | 13,032 | $4.9M | 3.9% |
| 10 | NVDANVIDIA CORPORATION | 22,426 | $4.5M | 3.6% |
| 11 | AMZNAMAZON COM INC | 15,531 | $3.7M | 3% |
| 12 | CATCATERPILLAR INC | 3,348 | $3.6M | 2.9% |
| 13 | TSPAT ROWE PRICE ETF INC | 69,042 | $3.3M | 2.6% |
| 14 | CGMUCAPITAL GRP FIXED INCM ETF T | 117,391 | $3.2M | 2.6% |
| 15 | VSDMVANGUARD MUN BD FDS | 36,742 | $2.8M | 2.3% |
| 16 | FENIFIDELITY COVINGTON TRUST | 64,944 | $2.6M | 2.1% |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,790 | $2.4M | 1.9% |
| 18 | CGGRCAPITAL GROUP GROWTH ETF | 41,221 | $1.9M | 1.6% |
| 19 | VTECVANGUARD CALIF TAX FREE FDS | 19,021 | $1.9M | 1.5% |
| 20 | LDPCOHEN & STEERS LTD DURATION | 74,662 | $1.6M | 1.3% |
| 21 | COSTCOSTCO WHOLESALE CORPORATION | 1,650 | $1.5M | 1.2% |
| 22 | VOOVANGUARD INDEX FDS | 2,095 | $1.4M | 1.2% |
| 23 | SCHGSCHWAB STRATEGIC TR | 33,128 | $1.1M | 0.9% |
| 24 | FNDXSCHWAB STRATEGIC TR | 34,913 | $1.1M | 0.9% |
| 25 | CGGGCAPITAL GROUP EQUITY ETF TR | 37,346 | $1.1M | 0.9% |
| 26 | AVLVAMERICAN CENTY ETF TR | 11,270 | $1.0M | 0.8% |
| 27 | MFSMMFS ACTIVE EXCHANGE TRADED F | 40,475 | $1.0M | 0.8% |
| 28 | LLYELI LILLY & CO | 528 | $633,000 | 0.5% |
| 29 | DFACDIMENSIONAL ETF TRUST | 12,665 | $561,000 | 0.5% |
| 30 | TFLRT ROWE PRICE ETF INC | 11,133 | $561,000 | 0.5% |
| 31 | TSLATESLA INC | 1,335 | $561,000 | 0.5% |
| 32 | VBCJVANGUARD WELLESLEY INCOME FD | 7,387 | $558,000 | 0.4% |
| 33 | QCOMQUALCOMM INC | 2,970 | $548,000 | 0.4% |
| 34 | VPLSVANGUARD MALVERN FDS | 6,882 | $533,000 | 0.4% |
| 35 | VTVVANGUARD INDEX FDS | 2,400 | $523,000 | 0.4% |
| 36 | PMPHILIP MORRIS INTL INC | 2,833 | $512,000 | 0.4% |
| 37 | CGUSCAPITAL GROUP CORE EQUITY ET | 10,884 | $484,000 | 0.4% |
| 38 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,000 | $477,000 | 0.4% |
| 39 | HDHOME DEPOT INC | 1,344 | $474,000 | 0.4% |
| 40 | VUGVANGUARD INDEX FDS | 4,980 | $428,000 | 0.3% |
| 41 | MRKMERCK & CO INC | 3,317 | $426,000 | 0.3% |
| 42 | SPYSTATE STR SPDR S&P 500 ETF T | 566 | $422,000 | 0.3% |
| 43 | AVDEAMERICAN CENTY ETF TR | 4,477 | $399,000 | 0.3% |
| 44 | VBCIVANGUARD WELLESLEY INCOME FD | 5,220 | $395,000 | 0.3% |
| 45 | JPSTJ P MORGAN EXCHANGE TRADED F | 7,592 | $383,000 | 0.3% |
| 46 | ITAISHARES TR | 1,450 | $351,000 | 0.3% |
| 47 | VBCHVANGUARD WELLESLEY INCOME FD | 4,141 | $313,000 | 0.3% |
| 48 | AMDADVANCED MICRO DEVICES INC | 527 | $306,000 | 0.2% |
| 49 | DFAIDIMENSIONAL ETF TRUST | 7,187 | $296,000 | 0.2% |
| 50 | QQQINVESCO QQQ TR | 375 | $276,000 | 0.2% |
| 51 | GOOGALPHABET INC | 771 | $272,000 | 0.2% |
| 52 | KBDCKAYNE ANDERSON BDC INC | 20,079 | $271,000 | 0.2% |
| 53 | MUNYVANGUARD NY TAX FREE FDS | 2,400 | $249,000 | 0.2% |
| 54 | FVDFIRST TR EXCHANGE-TRADED FD | 4,766 | $229,000 | 0.2% |
| 55 | WMTWALMART INC | 2,010 | $227,000 | 0.2% |
| 56 | CDCVICTORY PORTFOLIOS II | 2,968 | $220,000 | 0.2% |
| 57 | AVLCAMERICAN CENTY ETF TR | 2,355 | $211,000 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.