Platt Wealth Management LLC - Q12026 Holdings

Platt Wealth Management LLC holds 50 stocks with a total portfolio value of $ 102.56K as of Q12026. In Q12026, Platt Wealth Management LLC added 6 new positions, increased stakes in 20 stocks, reduced 10 holdings, and fully exited 0 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 17.35% of the total portfolio.