Platt Wealth Management LLC - Portfolio overview

Platt Wealth Management LLC has 50 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 17.35%
2. MNST - MONSTER BEVERAGE CORP NEW, 6.84%
3. AVUV - AMERICAN CENTY ETF TR, 6.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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