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
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |