Platt Wealth Management LLC
Net buyer this quarter
$124M
25
+$1.18M
38.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MNST | $9.31M | 7.48% | 0.01% | Not reported | Q4 2025 |
 GOOGL | $6.1M | 4.90% | 0.00% | +0.8% | Q4 2025 |
 JPM | $6.08M | 4.89% | 0.00% | +0.7% | Q4 2025 |
 AAPL | $5.52M | 4.43% | 0.00% | +2.8% | Q4 2025 |
 MSFT | $4.86M | 3.91% | 0.00% | +1.9% | Q4 2025 |
 NVDA | $4.49M | 3.61% | 0.00% | +28.1% | Q4 2025 |
 AMZN | $3.7M | 2.98% | 0.00% | +3.6% | Q4 2025 |
 CAT | $3.56M | 2.87% | 0.00% | 0.0% | Q4 2025 |
 BRK.B | $2.4M | 1.93% | Not reported | +2.1% | Q4 2025 |
 LDP | $1.58M | 1.27% | Not reported | -0.3% | Q4 2025 |
 COST | $1.54M | 1.24% | 0.00% | -41.0% | Q4 2025 |
 LLY | $633K | 0.51% | 0.00% | +6.2% | Q4 2025 |
 TSLA | $561K | 0.45% | 0.00% | +6.3% | Q4 2025 |
 QCOM | $548K | 0.44% | 0.00% | +4.8% | Q4 2025 |
 PM | $512K | 0.41% | 0.00% | +2.1% | Q4 2025 |
 TSM | $477K | 0.38% | 0.00% | Not reported | Q4 2025 |
 HD | $474K | 0.38% | 0.00% | -9.1% | Q4 2025 |
 MRK | $426K | 0.34% | 0.00% | Not reported | Q4 2025 |
 SPY | $422K | 0.34% | Not reported | +10.8% | Q4 2025 |
 AMD | $306K | 0.25% | 0.00% | New | Q2 2026 |
 QQQ | $276K | 0.22% | Not reported | New | Q2 2026 |
| GOOG | $272K | 0.22% | Not reported | New | Q2 2026 |
 KBDC | $271K | 0.22% | 0.03% | Not reported | Q4 2025 |
 FVD | $229K | 0.18% | Not reported | Not reported | Q1 2026 |
 WMT | $227K | 0.18% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| MNST | $7.02M | 6.84% | 0.01% | Not reported | Q4 2025 |
| JPM | $5.42M | 5.29% | 0.00% | +2.7% | Q4 2025 |
| GOOGL | $4.87M | 4.75% | 0.00% | +0.1% | Q4 2025 |
| MSFT | $4.74M | 4.62% | 0.00% | -18.1% | Q4 2025 |
| AAPL | $4.71M | 4.59% | 0.00% | -0.7% | Q4 2025 |
| AMZN | $3.12M | 3.05% | 0.00% | -24.1% | Q4 2025 |
| NVDA | $3.05M | 2.98% | 0.00% | +6.0% | Q4 2025 |
| COST | $2.79M | 2.72% | 0.00% | +373.1% | Q4 2025 |
| CAT | $2.37M | 2.31% | 0.00% | Not reported | Q4 2025 |
| BRK.B | $2.25M | 2.19% | Not reported | +0.5% | Q4 2025 |
| LDP | $1.5M | 1.46% | Not reported | -10.1% | Q4 2025 |
| HD | $486K | 0.47% | 0.00% | -6.3% | Q4 2025 |
| TSLA | $467K | 0.46% | 0.00% | Not reported | Q4 2025 |
| PM | $458K | 0.45% | 0.00% | -22.9% | Q4 2025 |
| LLY | $457K | 0.45% | 0.00% | Not reported | Q4 2025 |
| MRK | $398K | 0.39% | 0.00% | +1.6% | Q4 2025 |
| QCOM | $365K | 0.36% | 0.00% | Not reported | Q4 2025 |
| TSM | $337K | 0.33% | 0.00% | Not reported | Q4 2025 |
| SPY | $332K | 0.32% | Not reported | Not reported | Q4 2025 |
| KBDC | $275K | 0.27% | 0.03% | +64.1% | Q4 2025 |
| WMT | $249K | 0.24% | 0.00% | Not reported | Q4 2025 |
 SHEL | $232K | 0.23% | 0.00% | New | Q1 2026 |
| FVD | $224K | 0.22% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| MSFT | $7.56M | 7.49% | 0.00% | New | Q4 2025 |
| MNST | $7.42M | 7.36% | 0.01% | New | Q4 2025 |
| JPM | $5.79M | 5.74% | 0.00% | New | Q4 2025 |
| GOOGL | $5.29M | 5.25% | 0.00% | New | Q4 2025 |
| AAPL | $5.08M | 5.03% | 0.00% | New | Q4 2025 |
| AMZN | $4.56M | 4.52% | 0.00% | New | Q4 2025 |
| NVDA | $3.08M | 3.05% | 0.00% | New | Q4 2025 |
| BRK.B | $2.35M | 2.33% | Not reported | New | Q4 2025 |
| CAT | $1.92M | 1.90% | 0.00% | New | Q4 2025 |
| LDP | $1.76M | 1.75% | Not reported | New | Q4 2025 |
| PM | $577K | 0.57% | 0.00% | New | Q4 2025 |
| TSLA | $564K | 0.56% | 0.00% | New | Q4 2025 |
| HD | $543K | 0.54% | 0.00% | New | Q4 2025 |
| LLY | $533K | 0.53% | 0.00% | New | Q4 2025 |
| COST | $509K | 0.50% | 0.00% | New | Q4 2025 |
| QCOM | $484K | 0.48% | 0.00% | New | Q4 2025 |
| SPY | $348K | 0.35% | Not reported | New | Q4 2025 |
| MRK | $343K | 0.34% | 0.00% | New | Q4 2025 |
| TSM | $303K | 0.30% | 0.00% | New | Q4 2025 |
| WMT | $223K | 0.22% | 0.00% | New | Q4 2025 |
| KBDC | $175K | 0.17% | 0.02% | New | Q4 2025 |