Holdings
Platt Wealth Management LLC
As of Jun 30, 2026, Platt Wealth Management LLC reported 20 positions worth US$52.3M. Largest: Monster Beverage Corporation, Alphabet Inc (google) Class C and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Monster Beverage Corporation | 96,834 | US$9.31M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 17,820 | US$6.37M | +894 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 18,567 | US$6.08M | +132 | Jun 30, 2026 |
| Apple Inc | 19,061 | US$5.51M | +519 | Jun 30, 2026 |
| Microsoft Corp. | 13,032 | US$4.86M | +240 | Jun 30, 2026 |
| Nvidia Corporation | 22,426 | US$4.49M | +4,924 | Jun 30, 2026 |
| Amazon.com, Inc. | 15,531 | US$3.7M | +532 | Jun 30, 2026 |
| Caterpillar, Inc. | 3,348 | US$3.56M | +1 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 4,790 | US$2.4M | +97 | Jun 30, 2026 |
| Costco Wholesale Corporation | 1,650 | US$1.54M | −1,146 | Jun 30, 2026 |