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Cindi Hill

Platt Wealth Management Llc

Assets Managed
$102.557M
Holdings
50
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
1.68%(2Q avg: 0.84%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Platt Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Platt Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 102.557M in assets, with a quarterly growth rate of 1.68% and a 2-quarter average growth rate of 0.84%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGDV
Cap Group Dividend Value
Recent Activity
Decreased -0.47%
17.35%
$17.793M
418,274 shares@ $42.54 avg price
MNST
Monster Beverage Corp
Recent Activity
6.85%
$7.016M
96,834 shares@ $72.46 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -1.41%
6.35%
$6.503M
58,868 shares@ $110.47 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 2.68%
5.29%
$5.422M
18,435 shares@ $294.12 avg price
CGHM
Cap Group Muni High-income
Recent Activity
Increased 12.06%
4.82%
$4.943M
195,259 shares@ $25.32 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.14%
4.75%
$4.867M
16,926 shares@ $287.55 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -18.13%
4.62%
$4.735M
12,792 shares@ $370.16 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.73%
4.59%
$4.705M
18,542 shares@ $253.75 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 13.78%
4.58%
$4.693M
88,920 shares@ $52.78 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -24.12%
3.05%
$3.123M
14,999 shares@ $208.22 avg price

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