Sponsored

The Analysis of Platt Wealth Management LLC's Holdings & P&L

Currently, Platt Wealth Management LLC holds 50 types of securities in its portfolio with a total value $102.6K. In the most recent quarter, they have increased their positions in COST (+2.2K shares, valued at $2.2K), VTEC (+12.1K shares, valued at $1.2K), AVDE (+12.2K shares, valued at $1.0K); decreased their positions in MSFT (-2.8K shares, valued at $1.0K), AMZN (-4.8K shares, valued at $993.1802120141343), LDP (-8.4K shares, valued at $167.54000480859136); initiated new positions in VTEC (+12.1K shares, valued at $1.2K), AVDE (+12.2K shares, valued at $1.0K), MUNY (+2.4K shares, valued at $245).

1M P&L

+938.2K+0.83%

3M P&L

+7.0M+6.56%

HY P&L

+7.2M+6.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A57.3K

61.1%

2Beverages - Non-Alcoholic7.0K

7.5%

3Banks - Diversified5.4K

5.8%

Top Industries by Stock Count

1N/A29 stocks

63.0%

2Semiconductors3 stocks

6.5%

3Discount Stores2 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGDV CAPITAL GROUP DIVIDEND VALUE418.3K shares-0.48%2026-03-312026-05-01

MNST MONSTER BEVERAGE CORP NEW96.8K shares0.00%2026-03-312026-05-01

AVUV AMERICAN CENTY ETF TR58.9K shares-1.42%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO.18.4K shares2.67%2026-03-312026-05-01

CGHM CAPITAL GRP FIXED INCM ETF T195.3K shares12.05%2026-03-312026-05-01

ALPHABET INC ALPHABET INC16.9K shares0.13%2026-03-312026-05-01

MSFT MICROSOFT CORP12.8K shares-18.14%2026-03-312026-05-01

AAPL APPLE INC18.5K shares-0.74%2026-03-312026-05-01

Sponsored

DFIV DIMENSIONAL ETF TRUST88.9K shares13.77%2026-03-312026-05-01

AMZN AMAZON COM INC15.0K shares-24.13%2026-03-312026-05-01

CGMU CAPITAL GRP FIXED INCM ETF T112.5K shares-5.06%2026-03-312026-05-01

NVDA NVIDIA CORPORATION17.5K shares5.95%2026-03-312026-05-01

COST COSTCO WHSL CORP NEW2.8K shares373.10%2026-03-312026-05-01

TSPA T ROWE PRICE ETF INC67.7K shares-1.05%2026-03-312026-05-01

CAT CATERPILLAR INC3.3K shares0.00%2026-03-312026-05-01

FENI FIDELITY COVINGTON TRUST63.2K shares3.26%2026-03-312026-05-01

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.7K shares0.47%2026-03-312026-05-01

VSDM VANGUARD MUN BD FDS27.0K shares19.53%2026-03-312026-05-01

LDP COHEN & STEERS LTD DURATION74.9K shares-10.08%2026-03-312026-05-01

CGGR CAPITAL GROUP GROWTH ETF34.1K shares55.87%2026-03-312026-05-01

VTEC VANGUARD CALIF TAX FREE FDS12.1K sharesnew addition2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS2.0K shares54.99%2026-03-312026-05-01

AVDE AMERICAN CENTY ETF TR12.2K sharesnew addition2026-03-312026-05-01

FNDX SCHWAB STRATEGIC TR36.4K shares10.50%2026-03-312026-05-01

Sponsored

MFSM MFS ACTIVE EXCHANGE TRADED F36.9K shares0.00%2026-03-312026-05-01

SCHG SCHWAB STRATEGIC TR31.4K shares8.83%2026-03-312026-05-01

CGUS CAPITAL GROUP CORE EQUITY ET16.8K shares0.00%2026-03-312026-05-01

DFAC DIMENSIONAL ETF TRUST12.7K shares0.00%2026-03-312026-05-01

HD HOME DEPOT INC1.5K shares-6.33%2026-03-312026-05-01

VTV VANGUARD INDEX FDS2.4K shares0.00%2026-03-312026-05-01

TSLA TESLA INC1.3K shares0.00%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC2.8K shares-22.92%2026-03-312026-05-01

Sponsored

LLY ELI LILLY & CO497 shares0.00%2026-03-312026-05-01

CGGG CAPITAL GROUP EQUITY ETF TR17.3K shares34.98%2026-03-312026-05-01

TFLR T ROWE PRICE ETF INC8.6K shares11.35%2026-03-312026-05-01

VPLS VANGUARD MALVERN FDS5.2K shares53.45%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC3.3K shares1.56%2026-03-312026-05-01

JPST J P MORGAN EXCHANGE TRADED F7.7K shares0.17%2026-03-312026-05-01

QCOM QUALCOMM INC2.8K shares0.00%2026-03-312026-05-01

VUG VANGUARD INDEX FDS830 shares0.00%2026-03-312026-05-01

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD1.0K shares0.00%2026-03-312026-05-01

SPY SPDR S&P 500 ETF TR511 shares0.00%2026-03-312026-05-01

ITA ISHARES TR1.4K shares0.00%2026-03-312026-05-01

DFAI DIMENSIONAL ETF TRUST7.3K shares0.01%2026-03-312026-05-01

KBDC KAYNE ANDERSON BDC INC20.1K shares64.06%2026-03-312026-05-01

WMT WALMART INC2.0K shares0.00%2026-03-312026-05-01

MUNY VANGUARD NY TAX FREE FDS2.4K sharesnew addition2026-03-312026-05-01

SHEL SHELL PLC2.5K sharesnew addition2026-03-312026-05-01

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD4.8K sharesnew addition2026-03-312026-05-01

CDC VICTORY PORTFOLIOS II3.0K sharesnew addition2026-03-312026-05-01

CGDV

CAPITAL GROUP DIVIDEND VALUE

-0.48%

Shares418.3K

Event2026-03-31

Filed2026-05-01

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares96.8K

Event2026-03-31

Filed2026-05-01

AVUV

AMERICAN CENTY ETF TR

-1.42%

Shares58.9K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO.

2.67%

Shares18.4K

Event2026-03-31

Filed2026-05-01

CGHM

CAPITAL GRP FIXED INCM ETF T

12.05%

Shares195.3K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.13%

Shares16.9K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

-18.14%

Shares12.8K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-0.74%

Shares18.5K

Event2026-03-31

Filed2026-05-01

DFIV

DIMENSIONAL ETF TRUST

13.77%

Shares88.9K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

-24.13%

Shares15.0K

Event2026-03-31

Filed2026-05-01

CGMU

CAPITAL GRP FIXED INCM ETF T

-5.06%

Shares112.5K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

5.95%

Shares17.5K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHSL CORP NEW

373.10%

Shares2.8K

Event2026-03-31

Filed2026-05-01

TSPA

T ROWE PRICE ETF INC

-1.05%

Shares67.7K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-01

FENI

FIDELITY COVINGTON TRUST

3.26%

Shares63.2K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

0.47%

Shares4.7K

Event2026-03-31

Filed2026-05-01

VSDM

VANGUARD MUN BD FDS

19.53%

Shares27.0K

Event2026-03-31

Filed2026-05-01

LDP

COHEN & STEERS LTD DURATION

-10.08%

Shares74.9K

Event2026-03-31

Filed2026-05-01

CGGR

CAPITAL GROUP GROWTH ETF

55.87%

Shares34.1K

Event2026-03-31

Filed2026-05-01

VTEC

VANGUARD CALIF TAX FREE FDS

New

Shares12.1K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

54.99%

Shares2.0K

Event2026-03-31

Filed2026-05-01

AVDE

AMERICAN CENTY ETF TR

New

Shares12.2K

Event2026-03-31

Filed2026-05-01

FNDX

SCHWAB STRATEGIC TR

10.50%

Shares36.4K

Event2026-03-31

Filed2026-05-01

MFSM

MFS ACTIVE EXCHANGE TRADED F

0.00%

Shares36.9K

Event2026-03-31

Filed2026-05-01

SCHG

SCHWAB STRATEGIC TR

8.83%

Shares31.4K

Event2026-03-31

Filed2026-05-01

CGUS

CAPITAL GROUP CORE EQUITY ET

0.00%

Shares16.8K

Event2026-03-31

Filed2026-05-01

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares12.7K

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

-6.33%

Shares1.5K

Event2026-03-31

Filed2026-05-01

VTV

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-01

PHILIP MORRIS INTL INC

-22.92%

Shares2.8K

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO

0.00%

Shares497

Event2026-03-31

Filed2026-05-01

CGGG

CAPITAL GROUP EQUITY ETF TR

34.98%

Shares17.3K

Event2026-03-31

Filed2026-05-01

TFLR

T ROWE PRICE ETF INC

11.35%

Shares8.6K

Event2026-03-31

Filed2026-05-01

VPLS

VANGUARD MALVERN FDS

53.45%

Shares5.2K

Event2026-03-31

Filed2026-05-01

MERCK & CO INC

1.56%

Shares3.3K

Event2026-03-31

Filed2026-05-01

JPST

J P MORGAN EXCHANGE TRADED F

0.17%

Shares7.7K

Event2026-03-31

Filed2026-05-01

QCOM

QUALCOMM INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

0.00%

Shares830

Event2026-03-31

Filed2026-05-01

TSM

TAIWAN SEMICONDUCTOR MFG LTD

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

SPY

SPDR S&P 500 ETF TR

0.00%

Shares511

Event2026-03-31

Filed2026-05-01

ITA

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-01

DFAI

DIMENSIONAL ETF TRUST

0.01%

Shares7.3K

Event2026-03-31

Filed2026-05-01

KBDC

KAYNE ANDERSON BDC INC

64.06%

Shares20.1K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-01

MUNY

VANGUARD NY TAX FREE FDS

New

Shares2.4K

Event2026-03-31

Filed2026-05-01

SHEL

SHELL PLC

New

Shares2.5K

Event2026-03-31

Filed2026-05-01

FVD

FIRST TR EXCHANGE-TRADED FD

New

Shares4.8K

Event2026-03-31

Filed2026-05-01

CDC

VICTORY PORTFOLIOS II

New

Shares3.0K

Event2026-03-31

Filed2026-05-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available