Platt Wealth Management LLC reported 24 positions worth $52.50M for the quarter ended Sep 30, 2026, up 0.5% on the prior quarter. It opened 3 new positions, added to 1, trimmed 14 and exited 0. Its largest holding is Monster Beverage Corp at 15.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -3,287 | -14.7% | $750.52K | 8.32% |
| BRK-B Berkshire Hathaway Inc | -552 | -11.5% | $274.83K | 4.02% |
| COST Costco Wholesale Corp | -259 | -15.7% | $235.73K | 2.41% |
| AAPL Apple Inc. | -261 | -1.4% | $86.91K | 11.92% |
| MSFT Microsoft Corp | -103 | -0.8% | $52.83K | 12.63% |
| QCOM Qualcomm Inc | -269 | -9.1% | $49.50K | 0.947% |
| HD Home Depot, Inc. | -155 | -11.5% | $44.06K | 0.644% |
| MNST Monster Beverage Corp | -1,000 | -0.5% | $41.62K | 15.27% |
| TSLA Tesla, Inc. | -81 | -6.1% | $28.74K | 0.848% |
| LLY ELI LILLY & Co | -12 | -2.3% | $13.88K | 1.14% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MNST Monster Beverage Corp | Consumer Staples | 192.7K | $8.02M | 15.27% | -1,000 | -0.5% | Reduced | 0.01% |
| 2 | MSFT Microsoft Corp | Technology | 12.9K | $6.63M | 12.63% | -103 | -0.8% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 18.8K | $6.26M | 11.92% | -261 | -1.4% | Reduced | 0% |
| 4 | JPM Jpmorgan Chase & Co | Financial Services | 18.6K | $6.14M | 11.7% | 0 | 0.0% | Unchanged | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 17.0K | $5.86M | 11.16% | -33 | -0.2% | Reduced | 0% |
| 6 | NVDA Nvidia Corp | Technology | 19.1K | $4.37M | 8.32% | -3,287 | -14.7% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 15.5K | $3.87M | 7.36% | -13 | -0.1% | Reduced | 0% |
| 8 | CAT Caterpillar Inc | Industrials | 3,400 | $2.76M | 5.25% | +52 | +1.6% | Added | 0% |
| 9 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,238 | $2.11M | 4.02% | -552 | -11.5% | Reduced | 0% |
| 10 | COST Costco Wholesale Corp | Consumer Staples | 1,391 | $1.27M | 2.41% | -259 | -15.7% | Reduced | 0% |
| 11 | LLY ELI LILLY & Co | Healthcare | 516 | $597.00K | 1.14% | -12 | -2.3% | Reduced | 0% |
| 12 | PM Philip Morris International Inc. | Consumer Staples | 2,801 | $534.00K | 1.02% | -32 | -1.1% | Reduced | 0% |
| 13 | QCOM Qualcomm Inc | Technology | 2,701 | $497.00K | 0.947% | -269 | -9.1% | Reduced | 0% |
| 14 | MRK Merck & Co., Inc. | Healthcare | 3,233 | $469.00K | 0.893% | -84 | -2.5% | Reduced | 0% |
| 15 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 1,000 | $456.00K | 0.869% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Platt Wealth Management.
As of its Q3 2026 13F filing, Platt Wealth Management LLC’s five largest positions were Monster Beverage Corp (MNST) at 15.3%, Microsoft Corp (MSFT) at 12.6%, Apple Inc. (AAPL) at 11.9%, Jpmorgan Chase & Co (JPM) at 11.7%, Alphabet Inc. (GOOGL) at 11.2% of the reported portfolio.
Platt Wealth Management LLC reported a 13F portfolio worth $52.50M across 24 positions for Q3 2026. That is up 0.5% from the previous quarter.
Its largest purchases by value were Regions Financial Corp ($391.00K), Shell plc ($228.00K), Meta Platforms, Inc. ($220.00K). It opened 3 new positions.
Its largest sales by value were Nvidia Corp ($750.52K), Berkshire Hathaway Inc ($274.83K), Costco Wholesale Corp ($235.73K). It exited 0 positions entirely.
From the Form 13F-HR reports Platt Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.