§ 13F · FUND PROFILE
Platt Wealth Management LLC.
AUM · $124K (13F)Positions · 57Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 428K | $21K | — | — |
| 2 | MNST | MONSTER BEVERAGE CORP NEW | 97K | $9K | — | — |
| 3 | AVUV | AMERICAN CENTY ETF TR | 60K | $7K | — | — |
| 4 | DFIV | DIMENSIONAL ETF TRUST | 122K | $7K | — | — |
| 5 | GOOGL | ALPHABET INC | 17K | $6K | — | — |
| 6 | JPM | JPMORGAN CHASE & CO | 19K | $6K | — | — |
| 7 | AAPL | APPLE INC | 19K | $6K | — | — |
| 8 | CGHM | CAPITAL GRP FIXED INCM ETF T | 213K | $5K | — | — |
| 9 | MSFT | MICROSOFT CORP | 13K | $5K | — | — |
| 10 | NVDA | NVIDIA CORPORATION | 22K | $4K | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLATT SIGNAL
AC read
Platt Wealth Management LLC is a Other fund managing $124 thousand in assets. The fund runs a portfolio of 57 positions.
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