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Portfolio (Quarterly) Guide ↗

Platt Wealth Management LLC

· CIK 0002109497
13F Portfolio $124M AUM 57 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 13 New 27 Added 9 Reduced
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 1,335.0 $561K 0.45% +79.0 +6.3% $420.22 -16.4%
22 QCOM QUALCOMM INC Technology 2,970.0 $548K 0.44% +135.0 +4.8% $184.51 -11.1%
23 VPLS VANGUARD MALVERN FDS 6,882.0 $533K 0.43% +3K +102.9% $77.45 -0.9%
24 VUG VANGUARD INDEX FDS 4,980.0 $428K 0.34% +4K +500.0% $85.94 +3.0%
25 MRK MERCK & CO INC Healthcare 3,317.0 $426K 0.34% +51.0 +1.6% $128.43 +17.7%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 566.0 $422K 0.34% +55.0 +10.8% $745.58 +3.2%
27 KBDC KAYNE ANDERSON BDC INC Financial Services 20,079.0 $271K 0.22% +8K +64.1% $13.50 +0.0%
Page 2 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.2%
Consumer Defensive 23.0%
Financial Services 14.0%
Communication Services 12.1%
Consumer Cyclical 9.4%
Industrials 7.1%
Healthcare 2.1%