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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 MSFT MICROSOFT CORP Technology 13,032.0 $4.9M 3.91% -3K -16.6% $373.00 +35.1%
2 AMZN AMAZON COM INC Consumer Cyclical 15,531.0 $3.7M 2.98% -4K -21.4% $238.30 +8.0%
3 CGMU CAPITAL GRP FIXED INCM ETF T 117,391.0 $3.2M 2.59% -1K -0.9% $27.46 -1.3%
4 COHEN & STEERS LTD DURATION 74,662.0 $1.6M 1.27% -9K -10.3% $21.15
5 PM PHILIP MORRIS INTL INC Consumer Defensive 2,833.0 $512K 0.41% -767.0 -21.3% $180.73 +6.0%
6 CGUS CAPITAL GROUP CORE EQUITY ET 10,884.0 $484K 0.39% -6K -35.1% $44.47 +2.0%
7 HD HOME DEPOT INC Consumer Cyclical 1,344.0 $474K 0.38% -235.0 -14.9% $352.68 -6.8%
8 J P MORGAN EXCHANGE TRADED F 7,592.0 $383K 0.31% -45.0 -0.6% $50.45
9 DFAI DIMENSIONAL ETF TRUST 7,187.0 $296K 0.24% -91.0 -1.2% $41.19 +4.8%

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%