# EDGAR Filing Document

**Accession Number:** 0002109497
**File Stem:** 0002109497-26-000002
**Filing Date:** 2026-5
**Character Count:** 8705
**Document Hash:** f23116400d9478711fabba5c1311b70e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002109497-26-000002.hdr.sgml**: 20260501

**ACCESSION NUMBER**: 0002109497-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260501

**DATE AS OF CHANGE**: 20260501

**EFFECTIVENESS DATE**: 20260501

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Platt Wealth Management LLC
- **CENTRAL INDEX KEY:** 0002109497

**ORGANIZATION NAME:**
- **EIN:** 842248799
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26126
- **FILM NUMBER:** 26931060

**BUSINESS ADDRESS:**
- **STREET 1:** 3838 CAMINO DEL RIO NORTH
- **STREET 2:** SUITE 365
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92108
- **BUSINESS PHONE:** 6192559554

**MAIL ADDRESS:**
- **STREET 1:** 3838 CAMINO DEL RIO NORTH
- **STREET 2:** SUITE 365
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92108

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Platt Wealth Management LLC<br>**Address:** 3838 CAMINO DEL RIO NORTH<br>SUITE 365<br>SAN DIEGO, CA 92108

**Form 13F File Number:** 028-26126

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Cindi Hill<br>**Title:** Filing Agent<br>**Phone:** 6197955986

**Signature, Place, and Date of Signing:**

Cindi Hill  San Diego, CA  05-01-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 50

**Form 13F Information Table Value Total:** $102557

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4867 | 16926 | SH |  | SOLE |  | 0 | 0 | 16926 |
| AMAZON COM INC | COM | 023135106 |  | 3123 | 14999 | SH |  | SOLE |  | 0 | 0 | 14999 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 6503 | 58868 | SH |  | SOLE |  | 0 | 0 | 58868 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 1030 | 12150 | SH |  | SOLE |  | 0 | 0 | 12150 |
| APPLE INC | COM | 037833100 |  | 4705 | 18542 | SH |  | SOLE |  | 0 | 0 | 18542 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2248 | 4693 | SH |  | SOLE |  | 0 | 0 | 4693 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 |  | 644 | 16783 | SH |  | SOLE |  | 0 | 0 | 16783 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 17793 | 418274 | SH |  | SOLE |  | 0 | 0 | 418274 |
| CAPITAL GROUP EQUITY ETF TR | US LARGE GROWT | 14022A201 |  | 437 | 17259 | SH |  | SOLE |  | 0 | 0 | 17259 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 1370 | 34091 | SH |  | SOLE |  | 0 | 0 | 34091 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 3053 | 112471 | SH |  | SOLE |  | 0 | 0 | 112471 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL HIGH I | 14020Y805 |  | 4943 | 195259 | SH |  | SOLE |  | 0 | 0 | 195259 |
| CATERPILLAR INC | COM | 149123101 |  | 2371 | 3347 | SH |  | SOLE |  | 0 | 0 | 3347 |
| COHEN  STEERS LTD DURATION | COM | 19248C105 |  | 1495 | 74866 | SH |  | SOLE |  | 0 | 0 | 74866 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2785 | 2796 | SH |  | SOLE |  | 0 | 0 | 2796 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 283 | 7279 | SH |  | SOLE |  | 0 | 0 | 7279 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 492 | 12665 | SH |  | SOLE |  | 0 | 0 | 12665 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 4693 | 88920 | SH |  | SOLE |  | 0 | 0 | 88920 |
| ELI LILLY  CO | COM | 532457108 |  | 457 | 497 | SH |  | SOLE |  | 0 | 0 | 497 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 |  | 2350 | 63181 | SH |  | SOLE |  | 0 | 0 | 63181 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 |  | 224 | 4766 | SH |  | SOLE |  | 0 | 0 | 4766 |
| HOME DEPOT INC | COM | 437076102 |  | 486 | 1479 | SH |  | SOLE |  | 0 | 0 | 1479 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 317 | 1450 | SH |  | SOLE |  | 0 | 0 | 1450 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 387 | 7650 | SH |  | SOLE |  | 0 | 0 | 7650 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 5422 | 18435 | SH |  | SOLE |  | 0 | 0 | 18435 |
| KAYNE ANDERSON BDC INC | COM SHS | 48662X105 |  | 275 | 20079 | SH |  | SOLE |  | 0 | 0 | 20079 |
| MERCK  CO INC | COM | 58933Y105 |  | 398 | 3317 | SH |  | SOLE |  | 0 | 0 | 3317 |
| MFS ACTIVE EXCHANGE TRADED F | INTERMEDITE MUNI | 55286W306 |  | 916 | 36875 | SH |  | SOLE |  | 0 | 0 | 36875 |
| MICROSOFT CORP | COM | 594918104 |  | 4735 | 12792 | SH |  | SOLE |  | 0 | 0 | 12792 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 |  | 7016 | 96834 | SH |  | SOLE |  | 0 | 0 | 96834 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3052 | 17502 | SH |  | SOLE |  | 0 | 0 | 17502 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 458 | 2775 | SH |  | SOLE |  | 0 | 0 | 2775 |
| QUALCOMM INC | COM | 747525103 |  | 365 | 2835 | SH |  | SOLE |  | 0 | 0 | 2835 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 915 | 31426 | SH |  | SOLE |  | 0 | 0 | 31426 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 1014 | 36443 | SH |  | SOLE |  | 0 | 0 | 36443 |
| SHELL PLC | SPON ADS | 780259305 |  | 232 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 332 | 511 | SH |  | SOLE |  | 0 | 0 | 511 |
| T ROWE PRICE ETF INC | US EQUITY RESEAR | 87283Q503 |  | 2769 | 67714 | SH |  | SOLE |  | 0 | 0 | 67714 |
| T ROWE PRICE ETF INC | FLOATING RATE | 87283Q883 |  | 431 | 8562 | SH |  | SOLE |  | 0 | 0 | 8562 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 337 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| TESLA INC | COM | 88160R101 |  | 467 | 1256 | SH |  | SOLE |  | 0 | 0 | 1256 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 |  | 1202 | 12140 | SH |  | SOLE |  | 0 | 0 | 12140 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1168 | 1956 | SH |  | SOLE |  | 0 | 0 | 1956 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 362 | 830 | SH |  | SOLE |  | 0 | 0 | 830 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 470 | 2400 | SH |  | SOLE |  | 0 | 0 | 2400 |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 |  | 403 | 5205 | SH |  | SOLE |  | 0 | 0 | 5205 |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | 922907696 |  | 2056 | 26960 | SH |  | SOLE |  | 0 | 0 | 26960 |
| VANGUARD NY TAX FREE FDS | TAX EXEMPT BD | 92204H400 |  | 245 | 2400 | SH |  | SOLE |  | 0 | 0 | 2400 |
| VICTORY PORTFOLIOS II | VCSHS US EQ INCM | 92647N824 |  | 212 | 2968 | SH |  | SOLE |  | 0 | 0 | 2968 |
| WALMART INC | COM | 931142103 |  | 249 | 2010 | SH |  | SOLE |  | 0 | 0 | 2010 |

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