Platt Wealth Management LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
San Diego, CA
CIK
0002109497
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
50
102,557
CGDV, MNST, AVUV, JPM
13F-HR
5/1/2026
000210949726000002
Q4 2025
44
100,866
CGDV, MSFT, MNST, AVUV
13F-HR
2/6/2026
000210949726000001