Platt Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Platt Wealth Management LLC reported 44 stock positions worth $100.9 million. Its top holding was Cap Group Dividend Value (CGDV) at 18.2% of the portfolio, followed by Microsoft (MSFT, 7.5%) and Monster Beverage (MNST, 7.4%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0002109497
- Portfolio Value
- $100.9M (Q4 2025)
- SEC Filing
- 0002109497-26-000001 ↗ filed Feb 6, 2026
Holdings Value
Holdings 44 stocks · $100.9M
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 18.18% | 420,280 | $18.3M | — |
| MSFT Microsoft Corp. | 7.49% | 15,626 | $7.6M | — |
| MNST Monster Beverage Corp. | 7.36% | 96,834 | $7.4M | — |
| AVUV Avantis US Small Cap Value | 6.04% | 59,715 | $6.1M | — |
| JPM JPMorgan Chase & Co. | 5.74% | 17,955 | $5.8M | — |
| GOOGL Alphabet Inc. Class A | 5.25% | 16,904 | $5.3M | — |
| AAPL Apple Inc. | 5.03% | 18,680 | $5.1M | — |
| AMZN Amazon.com Inc. | 4.52% | 19,769 | $4.6M | — |
| CGHM Cap Group Muni High-Income | 4.40% | 174,255 | $4.4M | — |
| DFIV Dimensional International Va | 3.87% | 78,157 | $3.9M | — |
| CGMU Cap Group Municipal Income | 3.22% | 118,471 | $3.2M | — |
| NVDA Nvidia Corp. | 3.05% | 16,519 | $3.1M | — |
| TSPA T Rowe Price US Eqy Research | 2.90% | 68,431 | $2.9M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.33% | 4,671 | $2.3M | — |
| FENI Fidelity Enhanced Intl ETF | 2.22% | 61,184 | $2.2M | — |
| CAT Caterpillar Inc. | 1.90% | 3,347 | $1.9M | — |
| LDP Cohen & Steers Limited Durat | 1.75% | 83,256 | $1.8M | — |
| VSDM Vanguard Short Tax-Ex Bond | 1.71% | 22,555 | $1.7M | — |
| CGGR Cap Group Growth Equity | 0.96% | 21,871 | $972K | — |
| SCHG Schwab US Large-Cap Growth | 0.93% | 28,876 | $941K | — |
| MFSM MFS Active Inter Muni Bond | 0.92% | 36,875 | $923K | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.89% | 32,979 | $897K | — |
| VOO Vanguard S&P 500 ETF | 0.78% | 1,262 | $791K | — |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.67% | 16,783 | $675K | — |
| PM Philip Morris International | 0.57% | 3,600 | $577K | — |
| TSLA Tesla Inc. | 0.56% | 1,256 | $564K | — |
| HD Home Depot Inc. | 0.54% | 1,579 | $543K | — |
| LLY Eli Lilly & Co. | 0.53% | 497 | $533K | — |
| COST Costco Wholesale Corp. | 0.50% | 591 | $509K | — |
| DFAC Dimensional US Core Equity 2 | 0.50% | 12,665 | $501K | — |
| QCOM Qualcomm Inc. | 0.48% | 2,835 | $484K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.45% | 2,400 | $458K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 830 | $404K | — |
| TFLR T Rowe Price Floating RT ETF | 0.39% | 7,689 | $395K | — |
| JPST JPMorgan Ultra-Short Income | 0.38% | 7,637 | $386K | — |
| CGGG Cap Group Large Growth | 0.36% | 12,786 | $365K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 511 | $348K | — |
| MRK Merck & Co. Inc. | 0.34% | 3,266 | $343K | — |
| ITA iShares U.S. Aerospace & Def | 0.31% | 1,450 | $311K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 1,000 | $303K | — |
| DFAI Dimensional International Co. | 0.27% | 7,278 | $277K | — |
| VPLS Vanguard Core-Plus Bond ETF | 0.26% | 3,392 | $264K | — |
| WMT Walmart Inc. | 0.22% | 2,010 | $223K | — |
| KBDC Kayne Anderson BDC Inc. | 0.17% | 12,239 | $175K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.