Platt Wealth Management LLC
Long book
$102.6M
Q1 2026
Positions
50
Top-10 weight
62%
concentration
Last quarter
+13.7%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsPlatt Wealth Management LLC is a wealth-management firm allocating client money, running a $102.6M US long book across 50 positions.
The portfolio is concentrated: the top 10 names carry 62% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: CAP GROUP DIVIDEND VALUE, MONSTER BEVERAGE CORP, AVANTIS US SMALL CAP VALUE, JPMORGAN CHASE & CO, CAP GROUP MUNI HIGH-INCOME.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-3.9%
Q1 2026
+13.7%
Sector allocation
Technology 41%
Financials 18%
Consumer staples 17%
Consumer discretionary 15%
Industrials 7%
Healthcare 2%
Other 1%
Long book by quarter
What does Platt Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MNST MONSTER BEVERAGE CORP | Consumer staples | 96.8K | $7.0M | 6.8% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 18.4K | $5.4M | 5.3% | +2.7% |
| GOOGL ALPHABET INC-CL A | Technology | 16.9K | $4.9M | 4.7% | +0.1% |
| MSFT MICROSOFT CORP | Technology | 12.8K | $4.7M | 4.6% | -18.1% |
| AAPL APPLE INC | Technology | 18.5K | $4.7M | 4.6% | -0.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 15.0K | $3.1M | 3.0% | -24.1% |
| NVDA NVIDIA CORP | Technology | 17.5K | $3.1M | 3.0% | +6.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.8K | $2.8M | 2.7% | +373.1% |
| CAT CATERPILLAR INC | Industrials | 3.3K | $2.4M | 2.3% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 4.7K | $2.2M | 2.2% | +0.5% |
| HD HOME DEPOT INC | Consumer discretionary | 1.5K | $486K | 0.5% | -6.3% |
| TSLA TESLA INC | Industrials | 1.3K | $467K | 0.5% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 2.8K | $458K | 0.4% | -22.9% |
| LLY ELI LILLY & CO | Healthcare | 497 | $457K | 0.4% | Held |
| MRK MERCK & CO. INC. | Healthcare | 3.3K | $398K | 0.4% | +1.6% |
| QCOM QUALCOMM INC | Technology | 2.8K | $365K | 0.4% | Held |
| KBDC KAYNE ANDERSON BDC INC | — | 20.1K | $275K | 0.3% | +64.1% |
| WMT WALMART INC | Consumer discretionary | 2.0K | $249K | 0.2% | Held |