Portfolio (Quarterly) Guide ↗

Platt Wealth Management LLC

· CIK 0002109497

13F Portfolio $124M AUM 57 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 13 New 27 Added 9 Reduced

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	—	VANGUARD CALIF TAX FREE FDS	—	19,021.0	$1.9M	1.54%	NEW	—	$100.57	—
2	AVLV	AMERICAN CENTY ETF TR	—	11,270.0	$1.0M	0.83%	NEW	—	$91.13	+3.0%
3	VBCJ	VANGUARD WELLESLEY INCOME FD	—	7,387.0	$558K	0.45%	NEW	—	$75.54	-1.8%
4	AVDE	AMERICAN CENTY ETF TR	—	4,477.0	$399K	0.32%	NEW	—	$89.12	+5.4%
5	VBCI	VANGUARD WELLESLEY INCOME FD	—	5,220.0	$395K	0.32%	NEW	—	$75.67	-1.7%
6	VBCH	VANGUARD WELLESLEY INCOME FD	—	4,141.0	$313K	0.25%	NEW	—	$75.59	-1.4%
7	AMD	ADVANCED MICRO DEVICES INC	Technology	527.0	$306K	0.25%	NEW	—	$580.65	-17.8%
8	QQQ	INVESCO QQQ TR	Financial Services	375.0	$276K	0.22%	NEW	—	$736.00	-2.5%
9	GOOG	ALPHABET INC	—	771.0	$272K	0.22%	NEW	—	$352.79	—
10	—	VANGUARD NY TAX FREE FDS	—	2,400.0	$249K	0.20%	NEW	—	$103.75	—
11	FVD	FIRST TR EXCHANGE-TRADED FD	—	4,766.0	$229K	0.18%	NEW	—	$48.05	+4.9%
12	CDC	VICTORY PORTFOLIOS II	—	2,968.0	$220K	0.18%	NEW	—	$74.12	+3.4%
13	AVLC	AMERICAN CENTY ETF TR	—	2,355.0	$211K	0.17%	NEW	—	$89.60	+2.3%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 32.2%

Consumer Defensive 23.0%

Financial Services 14.0%

Communication Services 12.1%

Consumer Cyclical 9.4%

Industrials 7.1%

Healthcare 2.1%