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PWM
Platt Wealth Management Portfolio holdings
AUM
$124M
This Fund
S&P 500
This Quarter
Est. Return
+4.83%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$99M
Cap. Flow
% of AUM
98.17%
Top 10 Holdings %
Top 10 Hldgs %
67.88%
Holding
44
New
44
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital Group Dividend Value ETF
CGDV
|
+$18M |
| 2 |
Microsoft
MSFT
|
+$7.83M |
| 3 |
Monster Beverage
MNST
|
+$6.94M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$5.97M |
| 5 |
JPMorgan Chase
JPM
|
+$5.56M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 53.11% |
| 2 | Technology | 16.36% |
| 3 | Consumer Staples | 8.66% |
| 4 | Financials | 8.24% |
| 5 | Consumer Discretionary | 5.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Capital Group Dividend Value ETF
CGDV
$39B
| $18.3M | 18.18% |
+420,280
| New | +$18M |
2025 Q4
0 quarters
|
|
|
2
Microsoft
MSFT
$3.97T
| $7.56M | 7.49% |
+15,626
| New | +$7.83M |
2025 Q4
0 quarters
|
|
|
3
Monster Beverage
MNST
$85.5B
| $7.42M | 7.36% |
+193,668
| New | +$6.94M |
2025 Q4
0 quarters
|
|
|
4
Avantis US Small Cap Value ETF
AVUV
$30.9B
| $6.09M | 6.04% |
+59,715
| New | +$5.97M |
2025 Q4
0 quarters
|
|
|
5
JPMorgan Chase
JPM
$885B
| $5.79M | 5.74% |
+17,955
| New | +$5.56M |
2025 Q4
0 quarters
|
|
6
Alphabet (Google) Class A
GOOGL
$4.3T
| $5.29M | 5.25% |
+16,904
| New | +$4.83M |
2025 Q4
0 quarters
|
|
7
Apple
AAPL
$4.91T
| $5.08M | 5.03% |
+18,680
| New | +$5.01M |
2025 Q4
0 quarters
|
|
8
Amazon
AMZN
$2.83T
| $4.56M | 4.52% |
+19,769
| New | +$4.52M |
2025 Q4
0 quarters
|
|
|
CGHM
9
Capital Group Municipal High-Income ETF
CGHM
$3.26B
| $4.44M | 4.4% |
+174,255
| New | +$4.45M |
2025 Q4
0 quarters
|
|
10
Dimensional International Value ETF
DFIV
$21.5B
| $3.9M | 3.87% |
+78,157
| New | +$3.71M |
2025 Q4
0 quarters
|
|
11
Capital Group Municipal Income ETF
CGMU
$6.8B
| $3.24M | 3.22% |
+118,471
| New | +$3.24M |
2025 Q4
0 quarters
|
|
12
NVIDIA
NVDA
$5.54T
| $3.08M | 3.05% |
+16,519
| New | +$3.07M |
2025 Q4
0 quarters
|
|
13
T. Rowe Price US Equity Research ETF
TSPA
$4.69B
| $2.93M | 2.9% |
+68,431
| New | +$2.91M |
2025 Q4
0 quarters
|
|
14
Berkshire Hathaway Class B
BRK.B
$1.1T
| $2.35M | 2.33% |
+4,671
| New | +$2.32M |
2025 Q4
0 quarters
|
|
15
Fidelity Enhanced International ETF
FENI
$11.4B
| $2.24M | 2.22% |
+61,184
| New | +$2.19M |
2025 Q4
0 quarters
|
|
16
Caterpillar
CAT
$368B
| $1.92M | 1.9% |
+3,347
| New | +$1.86M |
2025 Q4
0 quarters
|
|
17
Cohen & Steers Duration Preferred & Income Fund
LDP
$557M
| $1.76M | 1.75% |
+83,256
| New | +$1.78M |
2025 Q4
0 quarters
|
|
|
VSDM
18
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$920M
| $1.72M | 1.71% |
+22,555
| New | +$1.72M |
2025 Q4
0 quarters
|
|
19
Capital Group Growth ETF
CGGR
$26.6B
| $972K | 0.96% |
+21,871
| New | +$966K |
2025 Q4
0 quarters
|
|
20
Schwab US Large-Cap Growth ETF
SCHG
$65.3B
| $941K | 0.93% |
+28,876
| New | +$939K |
2025 Q4
0 quarters
|
|
|
MFSM
21
MFS Active Intermediate Muni Bond ETF
MFSM
$106M
| $923K | 0.92% |
+36,875
| New | +$923K |
2025 Q4
0 quarters
|
|
22
Schwab Fundamental US Large Company Index ETF
FNDX
$27.7B
| $897K | 0.89% |
+32,979
| New | +$882K |
2025 Q4
0 quarters
|
|
23
Vanguard S&P 500 ETF
VOO
$1.06T
| $791K | 0.78% |
+1,262
| New | +$784K |
2025 Q4
0 quarters
|
|
24
Capital Group Core Equity ETF
CGUS
$12.2B
| $675K | 0.67% |
+16,783
| New | +$670K |
2025 Q4
0 quarters
|
|
25
Philip Morris
PM
$314B
| $577K | 0.57% |
+3,600
| New | +$558K |
2025 Q4
0 quarters
|
|
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Platt Wealth Management's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Platt Wealth Management, which disclosed 44 positions worth $101M. Its ten largest holdings account for 68% of the portfolio.
Its largest position is Capital Group Dividend Value ETF: 420,280 shares worth $18.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 53% of assets, followed by Technology and Consumer Staples.
- Platt Wealth Management's largest Q4 2025 buy was Capital Group Dividend Value ETF: 420,280 shares worth $18.3M.
- Platt Wealth Management's ten largest holdings make up 68% of its $101M portfolio in Q4 2025.
- Platt Wealth Management disclosed 44 positions in Q4 2025, its first 13F filing on record.
Based on Platt Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.