Institutional Fund
Platt Wealth Management LLC
San Diego, CACIK 21094972 filings on record
Portfolio Value
$102.6K
Q1 2026
Holdings
50
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+1.7%
from $100.9K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Capital Group Dividend Value17.3%
- Monster Beverage Corp New6.8%
- American Centy ETF Tr6.3%
- Jpmorgan Chase & Co.5.3%
- Capital Grp Fixed Incm ETF T4.8%
- Alphabet Inc4.7%
- Other54.6%
Portfolio Holdings
50 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital Group Dividend Value | 418.3K | $17.8K | 17.3% | −2.0K | Reduced |
| 2 | Monster Beverage Corp New | 96.8K | $7.0K | 6.8% | 0 | Held |
| 3 | American Centy ETF Tr | 58.9K | $6.5K | 6.3% | −847 | Reduced |
| 4 | Jpmorgan Chase & Co. | 18.4K | $5.4K | 5.3% | +480 | Added |
| 5 | Capital Grp Fixed Incm ETF T | 195.3K | $4.9K | 4.8% | +21.0K | Added |
| 6 | Alphabet Inc | 16.9K | $4.9K | 4.7% | +22 | Added |
| 7 | Microsoft Corp | 12.8K | $4.7K | 4.6% | −2.8K | Reduced |
| 8 | Apple Inc | 18.5K | $4.7K | 4.6% | −138 | Reduced |
| 9 | Dimensional ETF Trust | 88.9K | $4.7K | 4.6% | +10.8K | Added |
| 10 | Amazon Com Inc | 15.0K | $3.1K | 3.0% | −4.8K | Reduced |
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