Platt Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$102,557
Net value change ($000)
+1,691 (1.7%)
New positions
6
Sold out positions
0
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
COST 2,276 447.2%
VTEC 1,202 NEW
AVDE 1,030 NEW
DFIV 793 20.3%
CGHM 503 11.3%
CAT 454 23.7%
AVUV 414 6.8%
CGGR 398 40.9%
VOO 377 47.7%
VSDM 332 19.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,821 -37.3%
AMZN -1,439 -31.5%
CGDV -548 -3.0%
GOOGL -424 -8.0%
MNST -408 -5.5%
AAPL -373 -7.3%
JPM -363 -6.3%
LDP -267 -15.2%
CGMU -190 -5.9%
TSPA -158 -5.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type