13F HOLDINGS REPORT
Platt Wealth Management LLC
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0002109497-26-000001
Total Value
$100,866
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 420,280 | $18,341 | 18.18% |
| 2 | MICROSOFT CORP | MSFT | 15,626 | $7,556 | 7.49% |
| 3 | MONSTER BEVERAGE CORP NEW | MNST | 96,834 | $7,424 | 7.36% |
| 4 | AMERICAN CENTY ETF TR | 025072877 | 59,715 | $6,089 | 6.04% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 17,955 | $5,785 | 5.74% |
| 6 | ALPHABET INC | GOOG | 16,904 | $5,291 | 5.25% |
| 7 | APPLE INC | AAPL | 18,680 | $5,078 | 5.03% |
| 8 | AMAZON COM INC | AMZN | 19,769 | $4,562 | 4.52% |
| 9 | CAPITAL GRP FIXED INCM ETF T | 14020Y805 | 174,255 | $4,440 | 4.40% |
| 10 | DIMENSIONAL ETF TRUST | 25434V807 | 78,157 | $3,900 | 3.87% |
| 11 | CAPITAL GRP FIXED INCM ETF T | 14020Y201 | 118,471 | $3,243 | 3.22% |
| 12 | NVIDIA CORPORATION | NVDA | 16,519 | $3,080 | 3.05% |
| 13 | T ROWE PRICE ETF INC | 87283Q503 | 68,431 | $2,927 | 2.90% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,671 | $2,347 | 2.33% |
| 15 | FIDELITY COVINGTON TRUST | 31609A404 | 61,184 | $2,238 | 2.22% |
| 16 | CATERPILLAR INC | CAT | 3,347 | $1,917 | 1.90% |
| 17 | COHEN & STEERS LTD DURATION | 19248C105 | 83,256 | $1,762 | 1.75% |
| 18 | VANGUARD MUN BD FDS | 922907696 | 22,555 | $1,724 | 1.71% |
| 19 | CAPITAL GROUP GROWTH ETF | 14020G101 | 21,871 | $972 | 0.96% |
| 20 | SCHWAB STRATEGIC TR | 808524300 | 28,876 | $941 | 0.93% |
| 21 | MFS ACTIVE EXCHANGE TRADED F | 55286W306 | 36,875 | $923 | 0.92% |
| 22 | SCHWAB STRATEGIC TR | 808524771 | 32,979 | $897 | 0.89% |
| 23 | VANGUARD INDEX FDS | 922908363 | 1,262 | $791 | 0.78% |
| 24 | CAPITAL GROUP CORE EQUITY ET | 14020V108 | 16,783 | $675 | 0.67% |
| 25 | PHILIP MORRIS INTL INC | 718172109 | 3,600 | $577 | 0.57% |
| 26 | TESLA INC | TSLA | 1,256 | $564 | 0.56% |
| 27 | HOME DEPOT INC | HD | 1,579 | $543 | 0.54% |
| 28 | ELI LILLY & CO | LLY | 497 | $533 | 0.53% |
| 29 | COSTCO WHSL CORP NEW | 22160K105 | 591 | $509 | 0.50% |
| 30 | DIMENSIONAL ETF TRUST | 25434V708 | 12,665 | $501 | 0.50% |
| 31 | QUALCOMM INC | QCOM | 2,835 | $484 | 0.48% |
| 32 | VANGUARD INDEX FDS | 922908744 | 2,400 | $458 | 0.45% |
| 33 | VANGUARD INDEX FDS | 922908736 | 830 | $404 | 0.40% |
| 34 | T ROWE PRICE ETF INC | 87283Q883 | 7,689 | $395 | 0.39% |
| 35 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 7,637 | $386 | 0.38% |
| 36 | CAPITAL GROUP EQUITY ETF TR | 14022A201 | 12,786 | $365 | 0.36% |
| 37 | SPDR S&P 500 ETF TR | SPY | 511 | $348 | 0.35% |
| 38 | MERCK & CO INC | MRK | 3,266 | $343 | 0.34% |
| 39 | ISHARES TR | 464288760 | 1,450 | $311 | 0.31% |
| 40 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,000 | $303 | 0.30% |
| 41 | DIMENSIONAL ETF TRUST | 25434V203 | 7,278 | $277 | 0.27% |
| 42 | VANGUARD MALVERN FDS | 922020755 | 3,392 | $264 | 0.26% |
| 43 | WALMART INC | WMT | 2,010 | $223 | 0.22% |
| 44 | KAYNE ANDERSON BDC INC | KBDC | 12,239 | $175 | 0.17% |