Platt Wealth Management LLC reported 57 holdings worth US$124K as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Platt Wealth Management LLC reported 57 holdings worth US$124K as of Jun 30, 2026. Largest: Monster Beverage Corporation, Alphabet Inc (google) Class C and Jp Morgan Chase & Co. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 57
- Value as reported
- US$124K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Monster Beverage Corporation | 96,834 | US$9.31M | 7483.0% |
| Alphabet Inc (google) Class C | 17,820 | US$6.37M | 5120.0% |
| Jp Morgan Chase & Co. | 18,567 | US$6.08M | 4886.0% |
| Apple Inc | 19,061 | US$5.51M | 4434.1% |
| Microsoft Corp. | 13,032 | US$4.86M | 3908.3% |
| Nvidia Corporation | 22,426 | US$4.49M | 3607.6% |
| Amazon.com, Inc. | 15,531 | US$3.7M | 2975.7% |
| Caterpillar, Inc. | 3,348 | US$3.56M | 2865.5% |
| Berkshire Hathaway Inc. | 4,790 | US$2.4M | 1926.4% |
| Costco Wholesale Corporation | 1,650 | US$1.54M | 1240.6% |
| Eli Lilly And Company | 528 | US$633K | 508.9% |
| Tesla, Inc. | 1,335 | US$561K | 451.1% |
| Qualcomm Incorporated | 2,970 | US$548K | 440.6% |
| Philip Morris International Inc | 2,833 | US$512K | 411.7% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,000 | US$477K | 383.5% |
| Home Depot, Inc. (the) | 1,344 | US$474K | 381.1% |
| Merck & Company, Inc. | 3,317 | US$426K | 342.5% |
| Advanced Micro Devices Inc | 527 | US$306K | 246.0% |
| Kayne Anderson Bdc, Inc. | 20,079 | US$271K | 217.9% |
| Walmart Inc. | 2,010 | US$227K | 182.5% |
| Shell Plc | 0 | US$0 | 0.00% |