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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
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,650.0 $1.5M 1.24% +1K +179.2% $935.15 +0.7%
22 VOO VANGUARD INDEX FDS 2,095.0 $1.4M 1.16% +833.0 +66.0% $686.40 +2.9%
23 SCHG SCHWAB STRATEGIC TR 33,128.0 $1.1M 0.90% +4K +14.7% $33.84 +5.6%
24 FNDX SCHWAB STRATEGIC TR 34,913.0 $1.1M 0.87% +2K +5.9% $31.08 +4.2%
25 CGGG CAPITAL GROUP EQUITY ETF TR 37,346.0 $1.1M 0.86% +25K +192.1% $28.62 +0.3%
26 AVLV AMERICAN CENTY ETF TR 11,270.0 $1.0M 0.83% NEW $91.13 +3.0%
27 MFS ACTIVE EXCHANGE TRADED F 40,475.0 $1.0M 0.82% +4K +9.8% $25.18
28 LLY ELI LILLY & CO Healthcare 528.0 $633K 0.51% +31.0 +6.2% $1198.86 -1.5%
29 TSLA TESLA INC Consumer Cyclical 1,335.0 $561K 0.45% +79.0 +6.3% $420.22 -16.3%
30 TFLR T ROWE PRICE ETF INC 11,133.0 $561K 0.45% +3K +44.8% $50.39 +0.5%
31 DFAC DIMENSIONAL ETF TRUST 12,665.0 $561K 0.45% $44.30 +3.0%
32 VBCJ VANGUARD WELLESLEY INCOME FD 7,387.0 $558K 0.45% NEW $75.54 -1.8%
33 QCOM QUALCOMM INC Technology 2,970.0 $548K 0.44% +135.0 +4.8% $184.51 -11.4%
34 VPLS VANGUARD MALVERN FDS 6,882.0 $533K 0.43% +3K +102.9% $77.45 -0.9%
35 VTV VANGUARD INDEX FDS 2,400.0 $523K 0.42% $217.92 +3.2%
36 PM PHILIP MORRIS INTL INC Consumer Defensive 2,833.0 $512K 0.41% -767.0 -21.3% $180.73 +6.0%
37 CGUS CAPITAL GROUP CORE EQUITY ET 10,884.0 $484K 0.39% -6K -35.1% $44.47 +2.0%
38 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,000.0 $477K 0.38% $477.00 -11.1%
39 HD HOME DEPOT INC Consumer Cyclical 1,344.0 $474K 0.38% -235.0 -14.9% $352.68 -6.8%
40 VUG VANGUARD INDEX FDS 4,980.0 $428K 0.34% +4K +500.0% $85.94 +3.0%
Page 2 of 3  ·  57 positions

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%