Platt Wealth Management LLC ETF holdings
San Diego, CA
Reported $70.5M in 35 ETFs in its Form 13F for June 30, 2026.
ETF value
$70.5M
ETFs held
35
Change from prior quarter
+23.7%
With price moves
ETFs as a share of its 13F
56.7%
of $124.4M
Top 10 of 35 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| CGDV | Capital Group Dividend Value ETF | $21.1M | 427,896 | +9,622 shares |
| AVUV | Avantis US Small Cap Value ETF | $7.4M | 59,705 | +837 shares |
| DFIV | Dimensional International Value ETF | $6.6M | 121,778 | +32,858 shares |
| CGHM | Capital Group Municipal High-Income ETF | $5.5M | 212,617 | +17,358 shares |
| TSPA | T. Rowe Price US Equity Research ETF | $3.3M | 69,042 | +1,328 shares |
| CGMU | Capital Group Municipal Income ETF | $3.2M | 117,391 | +4,920 shares |
| VSDM | Vanguard Short Tax-ex Bond | $2.8M | 36,742 | +9,782 shares |
| FENI | Fidelity Enhanced International ETF | $2.6M | 64,944 | +1,763 shares |
| CGGR | Capital Group Growth ETF | $1.9M | 41,221 | +7,130 shares |
| VTEC | Vanguard California Tax-Exempt Bond ETF | $1.9M | 19,021 | +6,881 shares |
25 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002109497. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Platt Wealth Management LLC own?
Platt Wealth Management LLC reported 35 ETF positions worth $70.5M in its Form 13F for June 30, 2026. The largest was CGDV, at $21.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.