13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002109497
Total reported value
$124.4M
$124.4M
44 檔
36.3%
At the close of Q4 2025, Platt Wealth Management LLC disclosed equity holdings valued at approximately $124.4M, spread across 44 reported holdings.
During Q4 2025, Platt Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | ETF-Other | 18.18% | -0.40% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.49% | -0.71% | — | |
| 3 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 7.36% | +0.64% | — | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.04% | -0.35% | — | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.74% | -0.40% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.25% | +0.15% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 5.03% | -0.16% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.52% | -0.07% | — | |
| 9 | CGHM | Cap Group Muni High-income | ETF-Other | 4.40% | -0.40% | — | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.87% | +0.71% | — | |
| 11 | CGMU | Cap Group Municipal Income | ETF-Other | 3.22% | -0.39% | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 3.05% | +0.63% | — | |
| 13 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 2.90% | -0.06% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.33% | -0.26% | — | |
| 15 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 2.22% | -0.19% | — | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.90% | +0.56% | — | |
| 17 | LDP | Cohen & Steers Limited Durat | Stock-Other | 1.75% | -0.19% | — | |
| 18 | VSDM | Vanguard Short Tax-ex Bond | ETF-Other | 1.71% | +0.26% | — | |
| 19 | CGGR | Cap Group Growth Equity | ETF-Other | 0.96% | +0.22% | — | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.93% | +0.01% | — | |
| 21 | MFSM | Mfs Active Inter Muni Bond | ETF-Other | 0.92% | -0.07% | — | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.89% | -0.12% | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.02% | — | |
| 24 | CGUS | Cap Group Core Equity | ETF-Other | 0.67% | -0.24% | — | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 0.57% | -0.04% | — | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | -0.01% | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.09% | — | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.06% | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -1.48% | — | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.50% | -0.03% | — | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.48% | +0.08% | — | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | -0.04% | — | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | -0.01% | — | |
| 34 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 0.39% | +0.03% | — | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.38% | -0.07% | — | |
| 36 | CGGG | Cap Group Large Growth | ETF-Other | 0.36% | +0.43% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | +0.02% | — | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.34% | -0.05% | — | |
| 39 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.31% | -0.03% | — | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.30% | +0.05% | — | |
| 41 | DFAI | Dimensional International Co | ETF-Other | 0.27% | -0.04% | — | |
| 42 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.26% | +0.04% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.22% | -0.06% | — | |
| 44 | KBDC | Kayne Anderson Bdc Inc | Stock-Other | 0.17% | -0.05% | — |
According to official SEC Form 13F filings, Platt Wealth Management LLC reported a total U.S. public equity portfolio value of $124.4M across 44 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CGDV, MSFT, MNST) accounted for 36.3% of total reported equity market value during Q4 2025.
During Q4 2025, Platt Wealth Management LLC's top holdings by market value included CGDV (18.2%)、MSFT (7.5%)、MNST (7.4%). The largest single position, CGDV, represented 18.2% of total portfolio value.
In Q4 2025, Platt Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.