13F Filings History of Platt Wealth Management LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$100,866,000
Signature - Title
Cindi Hill - Filing Agent
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Platt Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Platt Wealth Management LLC reported 44 stock holdings with total value $100,866,000 as of Q4 2025. Top holdings included CGDV, MSFT, MNST, AVUV, and JPM.

Notify me when Platt Wealth Management LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 44 $100,866,000 $0 $0 $0 CGDV, MSFT, MNST, AVUV, JPM 13F-HR 06 Feb 2026, 17:08