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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002109497

Platt Wealth Management LLC

SAN DIEGO, CA · File #028-26126

Latest AUM
$100,866
Positions
44
Top-10 Concentration
67.9%
Filings
1

Sector Allocation

Technology
16.1%$16,198
Industrials
1.9%$1,917
Healthcare
0.9%$876
Financials
0.2%$175

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1CAPITAL GROUP DIVIDEND VALUE14020W106420,280$18,34118.18%
2MICROSOFT CORPMSFT15,626$7,5567.49%
3MONSTER BEVERAGE CORP NEWMNST96,834$7,4247.36%
4AMERICAN CENTY ETF TR02507287759,715$6,0896.04%
5JPMORGAN CHASE & CO.VYLD17,955$5,7855.74%
6ALPHABET INCGOOG16,904$5,2915.25%
7APPLE INCAAPL18,680$5,0785.03%
8AMAZON COM INCAMZN19,769$4,5624.52%
9CAPITAL GRP FIXED INCM ETF T14020Y805174,255$4,4404.40%
10DIMENSIONAL ETF TRUST25434V80778,157$3,9003.87%
11CAPITAL GRP FIXED INCM ETF T14020Y201118,471$3,2433.22%
12NVIDIA CORPORATIONNVDA16,519$3,0803.05%
13T ROWE PRICE ETF INC87283Q50368,431$2,9272.90%
14BERKSHIRE HATHAWAY INC DELBRK-A4,671$2,3472.33%
15FIDELITY COVINGTON TRUST31609A40461,184$2,2382.22%
16CATERPILLAR INCCAT3,347$1,9171.90%
17COHEN & STEERS LTD DURATION19248C10583,256$1,7621.75%
18VANGUARD MUN BD FDS92290769622,555$1,7241.71%
19CAPITAL GROUP GROWTH ETF14020G10121,871$9720.96%
20SCHWAB STRATEGIC TR80852430028,876$9410.93%