Platt Wealth Management LLC
CIK 2109497 · Holdings on Dec 31, 2025 · First reported Feb 6, 2026
Top ten holdings
Q4 2025- CGDV18.18%
- MSFT7.49%
- MNST7.36%
- AVUV6.04%
- JPM5.74%
- GOOGL5.25%
- AAPL5.03%
- AMZN4.52%
- CGHM4.40%
- DFIV3.87%
Share classes counted separately67.88%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CGDVCAP GROUP DIVIDEND VALUESHS CREATION UNI View history and evidence | $18.34M | 18.18% | 420.28K shares | Prior unavailable — | — | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $7.56M | 7.49% | 15.63K shares | Prior unavailable — | — | ↗▾ |
| 03 | MNSTMONSTER BEVERAGE CORP View history and evidence | $7.42M | 7.36% | 96.83K shares | Prior unavailable — | — | ↗▾ |
| 04 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $6.09M | 6.04% | 59.72K shares | Prior unavailable — | — | ↗▾ |
| 05 | JPMJPMORGAN CHASE & CO View history and evidence | $5.79M | 5.74% | 17.95K shares | Prior unavailable — | — | ↗▾ |
| 06 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $5.29M | 5.25% | 16.90K shares | Prior unavailable — | — | ↗▾ |
| 07 | AAPLAPPLE INC View history and evidence | $5.08M | 5.03% | 18.68K shares | Prior unavailable — | — | ↗▾ |
| 08 | AMZNAMAZON.COM INC View history and evidence | $4.56M | 4.52% | 19.77K shares | Prior unavailable — | — | ↗▾ |
| 09 | CGHMCAP GROUP MUNI HIGH-INCOMEMUNICIPAL HIGH I View history and evidence | $4.44M | 4.40% | 174.25K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $3.90M | 3.87% | 78.16K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2109497 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Feb 6, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 100866
}Research all 44 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.