Holdings of Platt Wealth Management LLC
43 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 65.7 % of the equity sleeve
Sector breakdown
- Technology 13.6 %
- Consumer staples 10.8 %
- Financials 7.9 %
- Communication 5.0 %
- Consumer discretionary 4.2 %
- Industrials 2.4 %
- Funds 1.5 %
- Health care 0.9 %
- Energy 0.2 %
- Unattributed 53.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.4 %
- TW 0.3 %
- GB 0.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 41 | 96.5K $ | 99.41 % |
| 2 | TW | 1 | 337 $ | 0.35 % |
| 3 | GB | 1 | 232 $ | 0.24 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Capital Group Dividend Value ETF | 418,274 | 17.8K $ | |
| 2 | Monster Beverage Corp | 96,834 | 7K $ | |
| 3 | American Century ETF Trust | 58,868 | 6.5K $ | |
| 4 | JPMorgan Chase & Co | 18,435 | 5.4K $ | |
| 5 | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | 195,259 | 4.9K $ | |
| 6 | Alphabet Inc | 16,926 | 4.9K $ | |
| 7 | Microsoft Corp | 12,792 | 4.7K $ | |
| 8 | Apple Inc | 18,542 | 4.7K $ | |
| 9 | Dimensional International Value ETF | 88,920 | 4.7K $ | |
| 10 | Amazon.com Inc | 14,999 | 3.1K $ | |
| 11 | CAPITAL GROUP MUNICIPAL INCOME ETF | 112,471 | 3.1K $ | |
| 12 | NVIDIA Corp | 17,502 | 3.1K $ | |
| 13 | Costco Wholesale Corp | 2,796 | 2.8K $ | |
| 14 | TRP US EQUITY RESEARCH ETF | 67,714 | 2.8K $ | |
| 15 | Caterpillar Inc | 3,347 | 2.4K $ | |
| 16 | Fidelity Covington Trust | 63,181 | 2.4K $ | |
| 17 | Berkshire Hathaway Inc | 4,693 | 2.2K $ | |
| 18 | Cohen & Steers Limited Duratio | 74,866 | 1.5K $ | |
| 19 | Capital Group Growth ETF | 34,091 | 1.4K $ | |
| 20 | Vanguard S&P 500 ETF | 1,956 | 1.2K $ | |
| 21 | Avantis International Equity ETF | 12,150 | 1K $ | |
| 22 | Schwab Fundamental U.S. Large Company ETF | 36,443 | 1K $ | |
| 23 | Schwab Strategic Trust | 31,426 | 915 $ | |
| 24 | CAPITAL GROUP CORE EQUITY ETF | 16,783 | 644 $ | |
| 25 | Dimensional ETF Trust | 12,665 | 492 $ | |
| 26 | Home Depot Inc/The | 1,479 | 486 $ | |
| 27 | Vanguard Value ETF | 2,400 | 470 $ | |
| 28 | Tesla Inc | 1,256 | 467 $ | |
| 29 | Philip Morris International Inc. | 2,775 | 458 $ | |
| 30 | Eli Lilly & Co | 497 | 457 $ | |
| 31 | TRP FLOATING RATE ETF | 8,562 | 431 $ | |
| 32 | Merck & Co Inc | 3,317 | 398 $ | |
| 33 | JPMorgan Ultra-Short Income ETF | 7,650 | 387 $ | |
| 34 | QUALCOMM Inc | 2,835 | 365 $ | |
| 35 | Vanguard Growth ETF | 830 | 362 $ | |
| 36 | Taiwan Semiconductor Manufacturing Co Ltd | 1,000 | 337 $ | |
| 37 | State Street SPDR S&P 500 ETF Trust | 511 | 332 $ | |
| 38 | iShares Trust | 1,450 | 317 $ | |
| 39 | Dimensional ETF Trust | 7,279 | 283 $ | |
| 40 | Kayne Anderson BDC Inc | 20,079 | 275 $ | |
| 41 | Walmart Inc | 2,010 | 249 $ | |
| 42 | Shell PLC | 2,500 | 232 $ | |
| 43 | First Trust Value Line Dividen | 4,766 | 224 $ | |