§ 13F · FUND PROFILE
Platt Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 44Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$100.9B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 420K | $18.3B | 18.2% | NEW |
| 2 | MSFT | MICROSOFT CORP | 16K | $7.6B | 7.5% | NEW |
| 3 | MNST | MONSTER BEVERAGE CORP NEW | 97K | $7.4B | 7.4% | NEW |
| 4 | AVUV | AMERICAN CENTY ETF TR | 60K | $6.1B | 6.0% | NEW |
| 5 | JPM | JPMORGAN CHASE & CO. | 18K | $5.8B | 5.7% | NEW |
| 6 | GOOGL | ALPHABET INC | 17K | $5.3B | 5.2% | NEW |
| 7 | AAPL | APPLE INC | 19K | $5.1B | 5.0% | NEW |
| 8 | AMZN | AMAZON COM INC | 20K | $4.6B | 4.5% | NEW |
| 9 | CGHM | CAPITAL GRP FIXED INCM ETF T | 174K | $4.4B | 4.4% | NEW |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 78K | $3.9B | 3.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLATT SIGNAL
AC read
Platt Wealth Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed