Platt Wealth Management LLC - Portfolio Stock Holdings
Platt Wealth Management LLC disclosed 66 stock positions in a recent SEC 13F filing. $128,566,412 of stock holdings were filed, with the largest holdings including CGDV, MNST, and AVUV. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $390,634,320 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
66Est. Stock Holding Value:
$128,566,412Top Stock Holdings By Sector
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Portfolio Stock Holdings - Platt Wealth Management LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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