StockDriftsStockDriftsTop 50 Platt Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 16.95% | 427.9K | $21.1M | +2.30%(+9.62K) | $42.89(+18.59%) | 2026-06-30 | |
| MNST | MONSTER BEVERAGE CORP NEW | 7.48% | 96.8K | $9.3M | +0.00%(+0) | $71.99(-34.96%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 5.99% | 59.7K | $7.4M | +1.42%(+837) | $100.98(+26.92%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.29% | 121.8K | $6.6M | +36.95%(+32.86K) | $49.57(+17.19%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.9% | 17.1K | $6.1M | +0.78%(+132) | $278.37(+23.83%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.89% | 18.6K | $6.1M | +0.72%(+132) | $318.46(+14.53%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.43% | 19.1K | $5.5M | +2.80%(+519) | $263.37(+15.95%) | 2026-06-30 | |
| CGHM | CAPITAL GRP FIXED INCM ETF T | 4.42% | 212.6K | $5.5M | +8.89%(+17.36K) | $25.40(+0.71%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.91% | 13.0K | $4.9M | +1.88%(+240) | $498.30(-2.45%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.61% | 22.4K | $4.5M | +28.13%(+4.92K) | $185.41(+21.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.32% |
Platt Wealth Management LLC reports $124.38M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are CGDV (16.9%), MNST (7.5%) and AVUV (6.0%). The top 20 holdings account for 83.61% of reported assets. Its disclosed equity book has returned +8.41% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Platt Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109497). View Platt Wealth Management LLC’s 13F filings on SEC