SEC Form 13F

Platt Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$124,376,000
Positions57

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREATION UNI$21,086,000427,896
MONSTER BEVERAGE CORP NEWMNSTCOM$9,307,00096,834
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$7,448,00059,705
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$6,578,000121,778
ALPHABET INCGOOGLCAP STK CL A$6,096,00017,058
JPMORGAN CHASE & COJPMCOM$6,077,00018,567
APPLE INCAAPLCOM$5,515,00019,061
CAPITAL GRP FIXED INCM ETF TCGHMMUNICIPAL HIGH I$5,496,000212,617
MICROSOFT CORPMSFTCOM$4,861,00013,032
NVIDIA CORPORATIONNVDACOM$4,487,00022,426

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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