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Home > Institutional Investor > Platt Wealth Management Llc > Profile

Instuitional Investor - Platt Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Platt Wealth Management Llc
Portfolio Value $102,557
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Dividend Value
 418,274 $17,793 17.35%
2.
Monster Beverage Corp
 MNST 96,834 $7,016 6.84%
3.
American Centy Etf Tr
 58,868 $6,503 6.34%
4.
Jpmorgan Chase & Co
 JPM 18,435 $5,422 5.29%
5.
Capital Grp Fixed Incm Etf T
 195,259 $4,943 4.82%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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