Platt Wealth Management LLC
Filing Date
Global Rank
#6,591
/ 8,232
▲ 146
Top Industry
Beverages - Non-Alcoholic
15.4%
3Y Alpha vs SPY
+4.6%
Period ended 2 months ago
Filed May 1, 2026 · 44d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+10.3%
SPY
+9.1%
Annualised alpha
+4.6%
Max drawdown
−10.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.3%
−0.0 pts
Top 5
58.3%
−4.7 pts
Top 10
87.9%
−2.8 pts
HHI
894
Diversified−106
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.8% | $13,196,377 |
| Consumer Defensive | 22.9% | $10,511,229 |
| Financial Services | 20.6% | $9,442,281 |
| Communication Services | 10.6% | $4,867,240 |
| Consumer Cyclical | 8.9% | $4,077,187 |
| Industrials | 5.2% | $2,371,215 |
| Healthcare | 1.9% | $856,126 |
| Unclassified | 0.7% | $332,323 |
| Energy | 0.5% | $232,500 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KBDC | Kayne Anderson BDC, Inc. | +7,840 | 20,079 | $275,483 | |
| COST | Costco Wholesale Corp /New | +2,205 | 2,796 | $2,786,018 | |
| NVDA | Nvidia Corp | +983 | 17,502 | $3,052,348 | |
| JPM | Jpmorgan Chase & Co | +480 | 18,435 | $5,422,839 | |
| MRK | Merck & Co., Inc. | +51 | 3,317 | $399,001 | |
| BRK-B | Berkshire Hathaway Inc | +22 | 4,693 | $2,248,885 | |
| GOOGL | Alphabet Inc. | +22 | 16,926 | $4,867,240 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LDP | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | −8,390 | 74,866 | $1,495,074 | |
| AMZN | Amazon Com Inc | −4,770 | 14,999 | $3,123,841 | |
| MSFT | Microsoft Corp | −2,834 | 12,792 | $4,735,214 | |
| PM | Philip Morris International Inc. | −825 | 2,775 | $458,818 | |
| AAPL | Apple Inc. | −138 | 18,542 | $4,705,774 | |
| HD | Home Depot, Inc. | −100 | 1,479 | $486,428 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SHEL | Shell plc | 2,500 | $232,500 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
22 positions ·
$45,886,478 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Held | 96,834 | $7,016,591 | 15.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 18,435 | $5,422,839 | 11.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 16,926 | $4,867,240 | 10.61% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 12,792 | $4,735,214 | 10.32% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 18,542 | $4,705,774 | 10.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 14,999 | $3,123,841 | 6.81% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 17,502 | $3,052,348 | 6.65% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,796 | $2,786,018 | 6.07% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 3,347 | $2,371,215 | 5.17% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,693 | $2,248,885 | 4.90% | |
| LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
Financial Services
|
Reduced | 74,866 | $1,495,074 | 3.26% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,479 | $486,428 | 1.06% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,256 | $466,918 | 1.02% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 2,775 | $458,818 | 1.00% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 497 | $457,125 | 1.00% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 3,317 | $399,001 | 0.87% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 2,835 | $365,091 | 0.80% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 1,000 | $337,950 | 0.74% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 511 | $332,323 | 0.72% | |
| KBDC |
Kayne Anderson BDC, Inc.
Financial Services
|
Added | 20,079 | $275,483 | 0.60% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,010 | $249,802 | 0.54% | |
| SHEL |
Shell plc
Energy
|
NEW | 2,500 | $232,500 | 0.51% |