Platt Wealth Management LLC
CIK: 0002109497SEC EDGAR →
Portfolio Value
$100.9M
Holdings
44
As of
Q4 2025
New Positions
44
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GROUP DIVIDEND VALUE | 420,280 | $18.3M | 18.18% |
| 2 | MICROSOFT CORP | 15,626 | $7.6M | 7.49% |
| 3 | MONSTER BEVERAGE CORP NEW | 96,834 | $7.4M | 7.36% |
| 4 | AMERICAN CENTY ETF TR | 59,715 | $6.1M | 6.04% |
| 5 | JPMORGAN CHASE & CO. | 17,955 | $5.8M | 5.74% |
| 6 | ALPHABET INC | 16,904 | $5.3M | 5.25% |
| 7 | APPLE INC | 18,680 | $5.1M | 5.03% |
| 8 | AMAZON COM INC | 19,769 | $4.6M | 4.52% |
| 9 | CAPITAL GRP FIXED INCM ETF T | 174,255 | $4.4M | 4.40% |
| 10 | DIMENSIONAL ETF TRUST | 78,157 | $3.9M | 3.87% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 23 | $54.8M | 56.7% |
| Technology | 6 | $18.3M | 18.9% |
| Consumer Defensive | 3 | $8.2M | 8.4% |
| Consumer Cyclical | 3 | $5.7M | 5.9% |
| Communication Services | 1 | $5.3M | 5.5% |
| Unknown | 5 | $3.5M | 3.7% |
| Healthcare | 2 | $876K | 0.9% |
| Industrials | 1 | $2K | 0.0% |