Platt Wealth Management LLC

CIK

2109497

Location

SAN DIEGO, CA

Portfolio Value

Micro $13,196,377

Diversification

Diversified

Filing Date

Global Rank

#6,939 / 8,586 ▲ 28

Top Industry

Beverages - Non-Alcoholic 15.4%

3Y Alpha vs SPY

+1.5%

Period ended 3 months ago

Filed May 1, 2026 · 46d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+11.6%

SPY

+11.2%

Annualised alpha

+1.5%

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, 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

5 positions · $13,196,377 total · Technology only · 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
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,000	0	$337,950	+11.2%	2.56%
QCOM	Qualcomm Inc/De Technology	Held	2,835	0	$365,091	−24.7%	2.77%
NVDA	Nvidia Corp Technology	Added	17,502	+983	$3,052,348	−0.9%	23.13%
AAPL	Apple Inc. Technology	Reduced	18,542	-138	$4,705,774	−7.3%	35.66%
MSFT	Microsoft Corp Technology	Reduced	12,792	-2,834	$4,735,214	−37.3%	35.88%