Loading…
CIK 0002109497 • 3 13F filings • Feb 6, 2026 – Aug 3, 2026
Import this data to Google Sheets with:
=jivedata("platt-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $5K | 5.2%Prev: 4.9% | 16,904 SH | Decreased-154 SH |
| AMAZON COM INC | COM | $5K | 4.5%Prev: 3.0% | 19,769 SH | Increased+4,238 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $6K | 6.0%Prev: 6.0% | 59,715 SH | Decreased+10 SH |
| APPLE INC | COM | $5K | 5.0%Prev: 4.4% | 18,680 SH | Decreased-381 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2K | 2.3%Prev: 1.9% | 4,671 SH | Decreased-119 SH |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $675 | 0.7%Prev: 0.4% | 16,783 SH | Increased+5,899 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $18K | 18.2%Prev: 17.0% | 420,280 SH | Decreased-7,616 SH |
| CAPITAL GROUP EQUITY ETF TR | US LARGE GROWT | $365 | 0.4%Prev: 0.9% | 12,786 SH | Decreased-24,560 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $972 | 1.0%Prev: 1.6% | 21,871 SH | Decreased-19,350 SH |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL HIGH I | $4K | 4.4%Prev: 4.4% | 174,255 SH | Decreased-38,362 SH |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $3K | 3.2%Prev: 2.6% | 118,471 SH | Increased+1,080 SH |
| CATERPILLAR INC | COM | $2K | 1.9%Prev: 2.9% | 3,347 SH | Decreased-1 SH |
| COHEN & STEERS LTD DURATION | COM | $2K | 1.7%Prev: 1.3% | 83,256 SH | Increased+8,594 SH |
| COSTCO WHSL CORP NEW | COM | $509 | 0.5% | 591 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $4K | 3.9%Prev: 5.3% | 78,157 SH | Decreased-43,621 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $277 | 0.3%Prev: 0.2% | 7,278 SH | Decreased+91 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $501 | 0.5%Prev: 0.5% | 12,665 SH | Decreased |
| ELI LILLY & CO | COM | $533 | 0.5%Prev: 0.5% | 497 SH | Decreased-31 SH |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $2K | 2.2%Prev: 2.1% | 61,184 SH | Decreased-3,760 SH |
| HOME DEPOT INC | COM | $543 | 0.5%Prev: 0.4% | 1,579 SH | Increased+235 SH |
| ISHARES TR | US AER DEF ETF | $311 | 0.3%Prev: 0.3% | 1,450 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $386 | 0.4%Prev: 0.3% | 7,637 SH | Increased+45 SH |
| JPMORGAN CHASE & CO. | COM | $6K | 5.7% | 17,955 SH | New |
| KAYNE ANDERSON BDC INC | COM SHS | $175 | 0.2%Prev: 0.2% | 12,239 SH | Decreased-7,840 SH |
| MERCK & CO INC | COM | $343 | 0.3%Prev: 0.3% | 3,266 SH | Decreased-51 SH |
| MFS ACTIVE EXCHANGE TRADED F | INTERMEDITE MUNI | $923 | 0.9%Prev: 0.8% | 36,875 SH | Decreased-3,600 SH |
| MICROSOFT CORP | COM | $8K | 7.5%Prev: 3.9% | 15,626 SH | Increased+2,594 SH |
| MONSTER BEVERAGE CORP NEW | COM | $7K | 7.4%Prev: 7.5% | 96,834 SH | Decreased |
| NVIDIA CORPORATION | COM | $3K | 3.1%Prev: 3.6% | 16,519 SH | Decreased-5,907 SH |
| PHILIP MORRIS INTL INC | COM | $577 | 0.6%Prev: 0.4% | 3,600 SH | Increased+767 SH |
| QUALCOMM INC | COM | $484 | 0.5%Prev: 0.4% | 2,835 SH | Decreased-135 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $897 | 0.9%Prev: 0.9% | 32,979 SH | Decreased-1,934 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $941 | 0.9%Prev: 0.9% | 28,876 SH | Decreased-4,252 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $348 | 0.3% | 511 SH | New |
| T ROWE PRICE ETF INC | FLOATING RATE | $395 | 0.4%Prev: 0.5% | 7,689 SH | Decreased-3,444 SH |
| T ROWE PRICE ETF INC | US EQUITY RESEAR | $3K | 2.9%Prev: 2.6% | 68,431 SH | Decreased-611 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $303 | 0.3% | 1,000 SH | New |
| TESLA INC | COM | $564 | 0.6%Prev: 0.5% | 1,256 SH | Increased-79 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $404 | 0.4%Prev: 0.3% | 830 SH | Decreased-4,150 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $791 | 0.8%Prev: 1.2% | 1,262 SH | Decreased-833 SH |
| VANGUARD INDEX FDS | VALUE ETF | $458 | 0.5%Prev: 0.4% | 2,400 SH | Decreased |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | $264 | 0.3%Prev: 0.4% | 3,392 SH | Decreased-3,490 SH |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | $2K | 1.7%Prev: 2.3% | 22,555 SH | Decreased-14,187 SH |
| WALMART INC | COM | $223 | 0.2%Prev: 0.2% | 2,010 SH | Decreased |
| 13F-HR |
| 0002109497-26-000002 |
| $103K |
| View |