Platt Wealth Management LLC
Platt Wealth Management LLC reported 57 positions worth $124.4K as of June 30, 2026 (13F filed August 3, 2026). Largest holding: CGDV (17.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $21.1K | 16.95% | 427,896 | — | — | |
| ▸ 2 | MNST | SH | $9.3K | 7.48% | 96,834 | — | — | |
| ▸ 3 | AVUV | SH | $7.4K | 5.99% | 59,705 | — | — | |
| ▸ 4 | DFIV | SH | $6.6K | 5.29% | 121,778 | — | — | |
| ▸ 5 | GOOGL | SH | $6.1K | 4.90% | 17,058 | — | — | |
| ▸ 6 | JPM | SH | $6.1K | 4.89% | 18,567 | — | — | |
| ▸ 7 | AAPL | SH | $5.5K | 4.43% | 19,061 | — | — | |
| ▸ 8 | CGHM | SH | $5.5K | 4.42% | 212,617 | — | — | |
| ▸ 9 | MSFT | SH | $4.9K | 3.91% | 13,032 | — | — | |
| ▸ 10 | NVDA | SH | $4.5K | 3.61% | 22,426 | — | — |
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Frequently Asked Questions
What stocks does Platt Wealth Management LLC hold as of Q2 2026?
Platt Wealth Management LLC reported 57 positions worth $124.4K in its Q2 2026 13F filing. Largest positions: CGDV (17.0%), MNST (7.5%), AVUV (6.0%), DFIV (5.3%) and GOOGL (4.9%).
What did Platt Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Platt Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.