13F-HR filed by Platt Wealth Management LLC
Platt Wealth Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-01, with 50 holding rows worth $102,557,000.
- Accession
- 0002109497-26-000002
- Filer
- CIK 2109497
- Filed
- 2026-05-01
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 50 entries on the cover page, a total value of $102,557,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $102,557,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-26126. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 418,274 | $17,793,000 | thousands, detected and multiplied | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 96,834 | $7,016,000 | thousands, detected and multiplied | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 58,868 | $6,503,000 | thousands, detected and multiplied | |
| JPMorgan Chase & Co | 46625H100 | COM | 18,435 | $5,422,000 | thousands, detected and multiplied | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y805 | MUN HIGH ETF | 195,259 | $4,943,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 16,926 | $4,867,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 12,792 | $4,735,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 18,542 | $4,705,000 | thousands, detected and multiplied | |
| Dimensional International Value ETF | 25434V807 | SHS | 88,920 | $4,693,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 14,999 | $3,123,000 | thousands, detected and multiplied | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y201 | MUN INM ETF | 112,471 | $3,053,000 | thousands, detected and multiplied | |
| NVIDIA Corp | 67066G104 | COM | 17,502 | $3,052,000 | thousands, detected and multiplied | |
| Costco Wholesale Corporation | 22160K105 | COM | 2,796 | $2,785,000 | thousands, detected and multiplied | |
| T ROWE PRICE EXCHANGE-TRADED | 87283Q503 | US EQUI RESH ETF | 67,714 | $2,769,000 | thousands, detected and multiplied | |
| Caterpillar Inc. | 149123101 | COM | 3,347 | $2,371,000 | thousands, detected and multiplied | |
| Fidelity Enhanced International ETF | 31609A404 | SHS | 63,181 | $2,350,000 | thousands, detected and multiplied | |
| Berkshire Hathaway Inc | 084670702 | COM | 4,693 | $2,248,000 | thousands, detected and multiplied | |
| VANGUARD MUN BD FDS | 922907696 | SHORT TAX EXEMPT | 26,960 | $2,056,000 | thousands, detected and multiplied | |
| COHEN & STEERS LTD DURATION | 19248C105 | COM | 74,866 | $1,495,000 | thousands, detected and multiplied | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 34,091 | $1,370,000 | thousands, detected and multiplied | |
| VANGUARD CALIF TAX FREE FDS | 922021605 | TAX EXEMPT BD FD | 12,140 | $1,202,000 | thousands, detected and multiplied | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,956 | $1,168,000 | thousands, detected and multiplied | |
| Avantis International Equity ETF | 025072703 | SHS | 12,150 | $1,030,000 | thousands, detected and multiplied | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 36,443 | $1,014,000 | thousands, detected and multiplied | |
| MFS ACTIVE EXCHANGE TRADED F | 55286W306 | INTERMEDITE MUNI | 36,875 | $916,000 | thousands, detected and multiplied | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 31,426 | $915,000 | thousands, detected and multiplied | |
| CAPITAL GROUP CORE EQUITY ET | 14020V108 | SHS CREAT UNIT | 16,783 | $644,000 | thousands, detected and multiplied | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 12,665 | $492,000 | thousands, detected and multiplied | |
| Home Depot, Inc | 437076102 | COM | 1,479 | $486,000 | thousands, detected and multiplied | |
| Vanguard Value ETF | 922908744 | SHS | 2,400 | $470,000 | thousands, detected and multiplied | |
| Tesla Motors, Inc | 88160R101 | COM | 1,256 | $467,000 | thousands, detected and multiplied | |
| Philip Morris International Inc. | 718172109 | COM | 2,775 | $458,000 | thousands, detected and multiplied | |
| Eli Lilly and Company | 532457108 | COM | 497 | $457,000 | thousands, detected and multiplied | |
| CAPITAL GROUP EQUITY ETF TR | 14022A201 | CMN | 17,259 | $437,000 | thousands, detected and multiplied | |
| T ROWE PRICE EXCHANGE-TRADED | 87283Q883 | FLOATING RATE | 8,562 | $431,000 | thousands, detected and multiplied | |
| VANGUARD CORE PLUS BOND ETF | 922020755 | ETF | 5,205 | $403,000 | thousands, detected and multiplied | |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,317 | $398,000 | thousands, detected and multiplied | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 7,650 | $387,000 | thousands, detected and multiplied | |
| Qualcomm Incorporated | 747525103 | COM | 2,835 | $365,000 | thousands, detected and multiplied | |
| Vanguard Growth | 922908736 | COM | 830 | $362,000 | thousands, detected and multiplied | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,000 | $337,000 | thousands, detected and multiplied | |
| SPY | 78462F103 | SHS | 511 | $332,000 | thousands, detected and multiplied | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 1,450 | $317,000 | thousands, detected and multiplied | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 7,279 | $283,000 | thousands, detected and multiplied | |
| KAYNE ANDERSON BDC INC | 48662X105 | COM SHS | 20,079 | $275,000 | thousands, detected and multiplied | |
| Walmart Inc. | 931142103 | COM | 2,010 | $249,000 | thousands, detected and multiplied | |
| VANGUARD NY TAX FREE FDS | 92204H400 | TAX EXEMPT BD | 2,400 | $245,000 | thousands, detected and multiplied | |
| SHELL PLC SPON ADS | 780259305 | ADR | 2,500 | $232,000 | thousands, detected and multiplied | |
| FIRST TR VALUE LINE DIVID IN | 33734H106 | SHS | 4,766 | $224,000 | thousands, detected and multiplied | |
| VICTORY PORTFOLIOS II | 92647N824 | VCSHS US EQ INCM | 2,968 | $212,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002109497-26-000002 | this filing | 2026-05-01 | acceptance time not in the bulk data set |