Platt Wealth Management LLC
•CIK: 2109497•Filing: Q4 2025
**Platt Wealth Management LLC** manages $101M across a concentrated portfolio of 44 positions. The fund exhibits significant exposure to technology and financial sectors, with top holdings including CGDV at $18.3M and MSFT at $7.6M. Further notable allocations include MNST ($7.4M), AVUV ($6.1M), and JPM ($5.8M). This structure suggests a tactical, growth-oriented mandate emphasizing established market leaders.
Total AUM
$100.9M
QoQ Performance
N/A
Positions
37
Top 10 Concentration
67.9%
Latest Filing
Q4 2025
Top Holdings Allocation
CGDV
MSFT
MNST
AVUV
JPM
GOOGL
AAPL
CGDV18.2%
MSFT7.5%
MNST7.4%
AVUV6.0%
JPM5.7%
GOOGL5.2%
AAPL5.0%
AMZN4.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other60.4%
Technology21.3%
Financial8.1%
Consumer6.3%
Industrial1.9%
ETF1.1%
Healthcare0.9%