Platt Wealth Management LLC

Q3 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$128,537
Net value change ($000)
+4,161 (3.3%)
New positions
9
Sold out positions
2
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 1,770 36.4%
VTEC 1,337 69.9%
VSDM 964 34.2%
CGHM 906 16.5%
AAPL 745 13.5%
AVLV 709 69.0%
SCHG 541 48.3%
IWV 532 NEW
VTI 473 NEW
VOO 469 32.6%
Top Reduces (Value $000, Stocks/ETFs)
CGDV -1,465 -6.9%
MNST -1,289 -13.8%
CGGG -1,069 -100.0%
CAT -808 -22.7%
AVUV -483 -6.5%
CGMU -340 -10.5%
BRK-B -286 -11.9%
COST -277 -18.0%
LDP -260 -16.5%
MUNY -249 -100.0%
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