account_balance
Investment manager · 13F filer · SEC CIK 2109497
Platt Wealth Management LLC
Reported value$129Mas of Sep 30, 2026
Positions64 9 new, 2 sold out
Top 10 weight59.8%CGDV alone is 15%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGDVCapital Group Dividend Value
15.3%Trimmed −6%
MNSTMonster Beverage Corp
6.2%
AVUVAmerican Centy ETF Tr
5.4%
DFIVDimensional ETF Trust
5.2%Trimmed −2%
MSFTMicrosoft Corp
5.2%
CGHMCapital GRP Fixed Incm ETF T
5.0%Added +25%
AAPLApple Inc.
4.9%
JPMJPMorgan Chase & Co
4.8%
GOOGLAlphabet Inc.
4.6%
NVDANVIDIA Corp
3.4%Trimmed −15%
AMZNAmazon.com Inc
3.0%
VSDMVanguard Mun Bd FDS
2.9%Added +38%
CGDVCapital Group Dividend Value
15.3%Trimmed −6%
MNSTMonster Beverage Corp
6.2%
AVUVAmerican Centy ETF Tr
5.4%
DFIVDimensional ETF Trust
5.2%−2%
MSFTMicrosoft Corp
5.2%
CGHMCapital GRP Fixed Incm ETF T
5.0%
AAPLApple Inc.
4.9%
JPMJPMorgan Chase & Co
4.8%
GOOGLAlphabet Inc.
4.6%
NVDA3.4%AMZN3.0%VSDM2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGDV Capital Group Dividend Value 15.3% Trimmed −6%
MNST Monster Beverage Corp 6.2% HeldAVUV American Centy ETF Tr 5.4% Held
DFIV Dimensional ETF Trust 5.2% Trimmed −2%
MSFT Microsoft Corp 5.2% HeldCGHM Capital GRP Fixed Incm ETF T 5.0% Added +25%
AAPL Apple Inc. 4.9% HeldJPM JPMorgan Chase & Co 4.8% HeldGOOGL Alphabet Inc. 4.6% HeldNVDA NVIDIA Corp 3.4% Trimmed −15%AMZN Amazon.com Inc 3.0% HeldVSDM Vanguard Mun Bd FDS 2.9% Added +38%
What changed
Biggest moves since Jun 30, 2026
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