Platt Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$124,376
Net value change ($000)
+21,819 (21.3%)
New positions
8
Sold out positions
1
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CGDV 3,293 18.5%
MNST 2,291 32.7%
DFIV 1,885 40.2%
NVDA 1,435 47.0%
GOOGL 1,229 25.3%
CAT 1,193 50.3%
AVLV 1,027 NEW
AVUV 945 14.5%
AAPL 810 17.2%
VSDM 759 36.9%
Top Reduces (Value $000, Stocks/ETFs)
COST -1,242 -44.6%
AVDE -631 -61.3%
SHEL -232 -100.0%
CGUS -160 -24.8%
WMT -22 -8.8%
HD -12 -2.5%
JPST -4 -1.0%
KBDC -4 -1.5%
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