Platt Wealth Management LLC

CIK

2109497

Location

SAN DIEGO, CA

Portfolio Value

Micro $45,886,478

Diversification

Diversified

Filing Date

Global Rank

#6,966 / 8,623 ▲ 11 · as of Mar 2026

Top Industry

Beverages - Non-Alcoholic 15.4%

3Y Alpha vs SPY

+5.4%

Period ended 4 months ago

Filed May 1, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+12.9%

SPY

+9.0%

Annualised alpha

+9.7%

Max drawdown

−10.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

22 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top 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	Positions
Technology	28.8%	$13,196,377	5
Consumer Defensive	22.9%	$10,511,229	4
Financial Services	20.6%	$9,442,281	4
Communication Services	10.6%	$4,867,240	1
Consumer Cyclical	8.9%	$4,077,187	3
Industrials	5.2%	$2,371,215	1
Healthcare	1.9%	$856,126	2
Unclassified	0.7%	$332,323	1
Energy	0.5%	$232,500	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
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
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 exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

22 tracked positions · $45,886,478 total · filing declares 50 positions · $102,557 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MNST	Monster Beverage Corp Consumer Defensive	Held	96,834	0	$7,016,591	−5.5%	15.29%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,435	+480	$5,422,839	−6.3%	11.82%
GOOGL	Alphabet Inc. Communication Services	Added	16,926	+22	$4,867,240	−8.0%	10.61%
MSFT	Microsoft Corp Technology	Reduced	12,792	-2,834	$4,735,214	−37.3%	10.32%
AAPL	Apple Inc. Technology	Reduced	18,542	-138	$4,705,774	−7.3%	10.26%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,999	-4,770	$3,123,841	−31.5%	6.81%
NVDA	Nvidia Corp Technology	Added	17,502	+983	$3,052,348	−0.9%	6.65%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,796	+2,205	$2,786,018	+446.7%	6.07%
CAT	Caterpillar Inc Industrials	Held	3,347	0	$2,371,215	+23.7%	5.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,693	+22	$2,248,885	−4.2%	4.90%
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. Financial Services	Reduced	74,866	-8,390	$1,495,074	−15.2%	3.26%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,479	-100	$486,428	−10.5%	1.06%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,256	0	$466,918	−17.3%	1.02%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	2,775	-825	$458,818	−20.5%	1.00%
LLY	ELI LILLY & Co Healthcare	Held	497	0	$457,125	−14.4%	1.00%
MRK	Merck & Co., Inc. Healthcare	Added	3,317	+51	$399,001	+16.1%	0.87%
QCOM	Qualcomm Inc/De Technology	Held	2,835	0	$365,091	−24.7%	0.80%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,000	0	$337,950	+11.2%	0.74%
SPY	Spdr S&P 500 ETF Trust	Held	511	0	$332,323	−4.6%	0.72%
KBDC	Kayne Anderson BDC, Inc. Financial Services	Added	20,079	+7,840	$275,483	+57.2%	0.60%
WMT	Walmart Inc. Consumer Defensive	Held	2,010	0	$249,802	+11.6%	0.54%
SHEL	Shell plc Energy	NEW	2,500	NEW	$232,500	NEW	0.51%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.