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

Currently, Platt Wealth Management LLC holds 57 types of securities in its portfolio with a total value $124.4K. In the most recent quarter, they have increased their positions in DFIV (+32.9K shares, valued at $1.8K), AVLV (+11.3K shares, valued at $1.0K), NVDA (+4.9K shares, valued at $985.1952198341211); decreased their positions in N/A (-1.1K shares, valued at $1.1K), AVDE (-7.7K shares, valued at $683.834487379942), CGUS (-5.9K shares, valued at $262.32230797500915); initiated new positions in AVLV (+11.3K shares, valued at $1.0K), N/A (+7.4K shares, valued at $558), N/A (+5.2K shares, valued at $395).

1M P&L

-2.3M-2.09%

3M P&L

-9.1M-7.74%

HY P&L

+2.8M+2.64%

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/A70.4K

61.2%

2Beverages - Non-Alcoholic9.3K

8.1%

3Internet Content & Information6.4K

5.5%

Top Industries by Stock Count

1N/A32 stocks

62.7%

2Semiconductors4 stocks

7.8%

3Internet Content & Information2 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGDV CAPITAL GROUP DIVIDEND VALUE427.9K shares2.30%2026-06-302026-08-03

MNST MONSTER BEVERAGE CORP NEW96.8K shares0.00%2026-06-302026-08-03

AVUV AMERICAN CENTY ETF TR59.7K shares1.42%2026-06-302026-08-03

DFIV DIMENSIONAL ETF TRUST121.8K shares36.95%2026-06-302026-08-03

GOOGL ALPHABET INC17.1K shares0.78%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO18.6K shares0.72%2026-06-302026-08-03

AAPL APPLE INC19.1K shares2.80%2026-06-302026-08-03

CGHM CAPITAL GRP FIXED INCM ETF T212.6K shares8.89%2026-06-302026-08-03

Sponsored

MSFT MICROSOFT CORP13.0K shares1.88%2026-06-302026-08-03

NVDA NVIDIA CORPORATION22.4K shares28.13%2026-06-302026-08-03

AMZN AMAZON COM INC15.5K shares3.55%2026-06-302026-08-03

CAT CATERPILLAR INC3.3K shares0.03%2026-06-302026-08-03

TSPA T ROWE PRICE ETF INC69.0K shares1.96%2026-06-302026-08-03

CGMU CAPITAL GRP FIXED INCM ETF T117.4K shares4.37%2026-06-302026-08-03

VSDM VANGUARD MUN BD FDS36.7K shares36.28%2026-06-302026-08-03

FENI FIDELITY COVINGTON TRUST64.9K shares2.79%2026-06-302026-08-03

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL4.8K shares2.07%2026-06-302026-08-03

CGGR CAPITAL GROUP GROWTH ETF41.2K shares20.91%2026-06-302026-08-03

VTEC VANGUARD CALIF TAX FREE FDS19.0K shares56.68%2026-06-302026-08-03

LDP COHEN & STEERS LTD DURATION74.7K shares-0.27%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.6K shares-40.99%2026-06-302026-08-03

VOO VANGUARD INDEX FDS2.1K shares7.11%2026-06-302026-08-03

SCHG SCHWAB STRATEGIC TR33.1K shares5.42%2026-06-302026-08-03

FNDX SCHWAB STRATEGIC TR34.9K shares-4.20%2026-06-302026-08-03

Sponsored

CGGG CAPITAL GROUP EQUITY ETF TR37.3K shares116.39%2026-06-302026-08-03

AVLV AMERICAN CENTY ETF TR11.3K sharesnew addition2026-06-302026-08-03

MFSM MFS ACTIVE EXCHANGE TRADED F40.5K shares9.76%2026-06-302026-08-03

LLY ELI LILLY & CO528 shares6.24%2026-06-302026-08-03

DFAC DIMENSIONAL ETF TRUST12.7K shares0.00%2026-06-302026-08-03

TFLR T ROWE PRICE ETF INC11.1K shares30.03%2026-06-302026-08-03

TSLA TESLA INC1.3K shares6.29%2026-06-302026-08-03

VANGUARD WELLESLEY INCOME FD VANGUARD WELLESLEY INCOME FD7.4K sharesnew addition2026-06-302026-08-03

Sponsored

QCOM QUALCOMM INC3.0K shares4.76%2026-06-302026-08-03

VPLS VANGUARD MALVERN FDS6.9K shares32.22%2026-06-302026-08-03

VTV VANGUARD INDEX FDS2.4K shares0.00%2026-06-302026-08-03

PM PHILIP MORRIS INTL INC2.8K shares2.09%2026-06-302026-08-03

CGUS CAPITAL GROUP CORE EQUITY ET10.9K shares-35.15%2026-06-302026-08-03

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K shares0.00%2026-06-302026-08-03

HD HOME DEPOT INC1.3K shares-9.13%2026-06-302026-08-03

VUG VANGUARD INDEX FDS5.0K shares500.00%2026-06-302026-08-03

Sponsored

MRK MERCK & CO INC3.3K shares0.00%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T566 shares10.76%2026-06-302026-08-03

AVDE AMERICAN CENTY ETF TR4.5K shares-63.15%2026-06-302026-08-03

VANGUARD WELLESLEY INCOME FD VANGUARD WELLESLEY INCOME FD5.2K sharesnew addition2026-06-302026-08-03

JPST J P MORGAN EXCHANGE TRADED F7.6K shares-0.76%2026-06-302026-08-03

ITA ISHARES TR1.4K shares0.00%2026-06-302026-08-03

VANGUARD WELLESLEY INCOME FD VANGUARD WELLESLEY INCOME FD4.1K sharesnew addition2026-06-302026-08-03

AMD ADVANCED MICRO DEVICES INC527 sharesnew addition2026-06-302026-08-03

Sponsored

DFAI DIMENSIONAL ETF TRUST7.2K shares-1.26%2026-06-302026-08-03

QQQ INVESCO QQQ TR375 sharesnew addition2026-06-302026-08-03

GOOG ALPHABET INC771 sharesnew addition2026-06-302026-08-03

KBDC KAYNE ANDERSON BDC INC20.1K shares0.00%2026-06-302026-08-03

MUNY VANGUARD NY TAX FREE FDS2.4K shares0.00%2026-06-302026-08-03

FVD FIRST TR EXCHANGE-TRADED FD4.8K shares0.00%2026-06-302026-08-03

WMT WALMART INC2.0K shares0.00%2026-06-302026-08-03

CDC VICTORY PORTFOLIOS II3.0K shares0.00%2026-06-302026-08-03

Sponsored

AVLC AMERICAN CENTY ETF TR2.4K sharesnew addition2026-06-302026-08-03

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.30%

Shares427.9K

Event2026-06-30

Filed2026-08-03

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares96.8K

Event2026-06-30

Filed2026-08-03

AVUV

AMERICAN CENTY ETF TR

1.42%

Shares59.7K

Event2026-06-30

Filed2026-08-03

DFIV

DIMENSIONAL ETF TRUST

36.95%

Shares121.8K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

0.78%

Shares17.1K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

0.72%

Shares18.6K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

2.80%

Shares19.1K

Event2026-06-30

Filed2026-08-03

CGHM

CAPITAL GRP FIXED INCM ETF T

8.89%

Shares212.6K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

1.88%

Shares13.0K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

28.13%

Shares22.4K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

3.55%

Shares15.5K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

0.03%

Shares3.3K

Event2026-06-30

Filed2026-08-03

TSPA

T ROWE PRICE ETF INC

1.96%

Shares69.0K

Event2026-06-30

Filed2026-08-03

CGMU

CAPITAL GRP FIXED INCM ETF T

4.37%

Shares117.4K

Event2026-06-30

Filed2026-08-03

VSDM

VANGUARD MUN BD FDS

36.28%

Shares36.7K

Event2026-06-30

Filed2026-08-03

FENI

FIDELITY COVINGTON TRUST

2.79%

Shares64.9K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.07%

Shares4.8K

Event2026-06-30

Filed2026-08-03

CGGR

CAPITAL GROUP GROWTH ETF

20.91%

Shares41.2K

Event2026-06-30

Filed2026-08-03

VTEC

VANGUARD CALIF TAX FREE FDS

56.68%

Shares19.0K

Event2026-06-30

Filed2026-08-03

LDP

COHEN & STEERS LTD DURATION

-0.27%

Shares74.7K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

-40.99%

Shares1.6K

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD INDEX FDS

7.11%

Shares2.1K

Event2026-06-30

Filed2026-08-03

SCHG

SCHWAB STRATEGIC TR

5.42%

Shares33.1K

Event2026-06-30

Filed2026-08-03

FNDX

SCHWAB STRATEGIC TR

-4.20%

Shares34.9K

Event2026-06-30

Filed2026-08-03

CGGG

CAPITAL GROUP EQUITY ETF TR

116.39%

Shares37.3K

Event2026-06-30

Filed2026-08-03

AVLV

AMERICAN CENTY ETF TR

New

Shares11.3K

Event2026-06-30

Filed2026-08-03

MFSM

MFS ACTIVE EXCHANGE TRADED F

9.76%

Shares40.5K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

6.24%

Shares528

Event2026-06-30

Filed2026-08-03

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares12.7K

Event2026-06-30

Filed2026-08-03

TFLR

T ROWE PRICE ETF INC

30.03%

Shares11.1K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

6.29%

Shares1.3K

Event2026-06-30

Filed2026-08-03

VANGUARD WELLESLEY INCOME FD

New

Shares7.4K

Event2026-06-30

Filed2026-08-03

QCOM

QUALCOMM INC

4.76%

Shares3.0K

Event2026-06-30

Filed2026-08-03

VPLS

VANGUARD MALVERN FDS

32.22%

Shares6.9K

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD INDEX FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC

2.09%

Shares2.8K

Event2026-06-30

Filed2026-08-03

CGUS

CAPITAL GROUP CORE EQUITY ET

-35.15%

Shares10.9K

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

-9.13%

Shares1.3K

Event2026-06-30

Filed2026-08-03

VUG

VANGUARD INDEX FDS

500.00%

Shares5.0K

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

10.76%

Shares566

Event2026-06-30

Filed2026-08-03

AVDE

AMERICAN CENTY ETF TR

-63.15%

Shares4.5K

Event2026-06-30

Filed2026-08-03

VANGUARD WELLESLEY INCOME FD

New

Shares5.2K

Event2026-06-30

Filed2026-08-03

JPST

J P MORGAN EXCHANGE TRADED F

-0.76%

Shares7.6K

Event2026-06-30

Filed2026-08-03

ITA

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-03

VANGUARD WELLESLEY INCOME FD

New

Shares4.1K

Event2026-06-30

Filed2026-08-03

AMD

ADVANCED MICRO DEVICES INC

New

Shares527

Event2026-06-30

Filed2026-08-03

DFAI

DIMENSIONAL ETF TRUST

-1.26%

Shares7.2K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

New

Shares375

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

New

Shares771

Event2026-06-30

Filed2026-08-03

KBDC

KAYNE ANDERSON BDC INC

0.00%

Shares20.1K

Event2026-06-30

Filed2026-08-03

MUNY

VANGUARD NY TAX FREE FDS

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-03

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-03

CDC

VICTORY PORTFOLIOS II

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-03

AVLC

AMERICAN CENTY ETF TR

New

Shares2.4K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available