Platt Wealth Management LLC — 13F holdings

Platt Wealth Management LLC reported 57 holdings worth $124M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

1. CGDV CAPITAL GROUP DIVIDEND VALUE — $21.1M (17.0%)
2. MNST MONSTER BEVERAGE CORP NEW — $9.31M (7.5%)
3. AVUV AMERICAN CENTY ETF TR — $7.45M (6.0%)
4. DFIV DIMENSIONAL ETF TRUST — $6.58M (5.3%)
5. GOOGL ALPHABET INC — $6.10M (4.9%)
6. JPM JPMORGAN CHASE & CO. — $6.08M (4.9%)
7. AAPL APPLE INC — $5.52M (4.4%)
8. CGHM CAPITAL GRP FIXED INCM ETF T — $5.50M (4.4%)
9. MSFT MICROSOFT CORP — $4.86M (3.9%)
10. NVDA NVIDIA CORPORATION — $4.49M (3.6%)