Platt Wealth Management LLC
SEC Form 13F institutional filer · CIK 0002109497
13F-HR · 22 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
82.3%
Platt Wealth Management LLC — $50.1K AUM allocation strategy
Platt Wealth Management LLC files SEC Form 13F and reports $50.1K of long US equity value across 22 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 25.6%, followed by Financials 25.5% and Consumer Staples 20.5%.
The top 10 holdings account for 82% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Platt Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$50.1K
total across 22 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
82% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +6.01K sh · +$91+$COST +2.21K sh · +$2.28K+$NVDA +983 sh · −$28
Biggest trims (shares)
−$AMZN −4.77K sh · −$1.44K−$MSFT −2.83K sh · −$2.82K−$PM −825 sh · −$119
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Soft Drinks & Non-alcoholic Beverages13.9%—
- Diversified Banks10.8%—
- Interactive Media & Services9.7%—
- Systems Software9.4%—
- Technology Hardware, Storage & Peripherals9.4%—
- Semiconductors6.8%—
- Asset Management & Custody Banks6.4%—
- Broadline Retail6.2%—
- Other holdings27.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MNST | Monster Beverage Corporation | 96.8K | $7.02K | +0 | 14.0% |
| $JPM | JP Morgan Chase & Co | 18.4K | $5.42K | +480 | 10.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 16.9K | $4.87K | +22 | 9.7% |
| $MSFT | Microsoft Corporation | 12.8K | $4.74K | -2.83K | 9.4% |
| $AAPL | Apple Inc | 18.5K | $4.71K | -138 | 9.4% |
| $TROW | T. Rowe Price Group Inc | 76.3K | $3.2K | +156 | 6.4% |
| $AMZN | Amazon.com Inc | 15K | $3.12K | -4.77K | 6.2% |
| $NVDA | NVIDIA Corporation | 17.5K | $3.05K | +983 | 6.1% |
| $COST | Costco Wholesale Corporation | 2.8K | $2.79K | +2.21K | 5.6% |
| $CAT | Caterpillar Inc | 3.35K | $2.37K | +0 | 4.7% |
…and 12 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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