Platt Wealth Management
Platt Wealth Management reported 57 stocks worth $124K in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are CGDV (16.9%), MNST (7.5%) and AVUV (6.0%). Compared with Q1 2026, the fund opened new positions in AVLV, VBCJ and VBCI, added to CGDV, AVUV and DFIV, trimmed LDP, COST and FNDX and sold out of SHEL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CGDV Capital Group Dividend | $21K | 16.9% | 428K | +9,622 (+2%) | 3 of 3 | |
| 2 |  MNST Monster Beverage Corp New | $9K | 7.5% | 97K | No change | 3 of 3 | |
| 3 |  AVUV American Centy ETF TR | $7K | 6.0% | 60K | +837 (+1%) | 3 of 3 | |
| 4 |  DFIV Dimensional ETF Trust | $7K | 5.3% | 122K | +33K (+37%) | 3 of 3 | |
| 5 |  GOOGL Alphabet Inc | $6K | 4.9% | 17K | +132 (+1%) | 3 of 3 | |
| 6 |  JPM Jpmorgan Chase & Co. | $6K | 4.9% | 19K | +132 (+1%) | 3 of 3 | |
| 7 |  AAPL Apple Inc | $6K | 4.4% | 19K | +519 (+3%) | 3 of 3 | |
| 8 |  CGHM Capital Grp Fixed Incm ETF T | $5K | 4.4% | 213K | +17K (+9%) | 3 of 3 | |
| 9 |  MSFT Microsoft Corp | $5K | 3.9% | 13K | +240 (+2%) | 3 of 3 | |
| 10 |  NVDA Nvidia Corporation | $4K | 3.6% | 22K | +4,924 (+28%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SHEL Shell PLC | $232 | 2,500 |
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 3, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Platt Wealth Management 13F FAQ
What does Platt Wealth Management own?
Platt Wealth Management reported 57 stocks worth $124K in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are CGDV (16.9%), MNST (7.5%) and AVUV (6.0%). The table above lists every position in the filing (the top 10 without an account).
What did Platt Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 29 added to, 8 trimmed and 1 sold out. New positions include AVLV, VBCJ and VBCI. It sold all of SHEL.
When will Platt Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Platt Wealth Management's portfolio worth?
The Q2 2026 filing reports $124K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.