Platt Investment Counsel, LLC
13F Reported Value
ⓘ$149.3M
Holdings
14
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Platt Investment Counsel, LLC disclosed 14 positions worth $149.3M in its Form 13F-HR for Q2 2026, followed by $QQQ. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $BMY. The portfolio is most concentrated in Other (98.8% of disclosed assets). All figures are sourced directly from Platt Investment Counsel, LLC’s Form 13F-HR filing with the SEC under CIK 1859195.
AI Fund Analysis
Stable
$QQQSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD WORLD FD - ESG US STK ETF
—Quality
$46.1M348,831 sh- —
Quality
$27.0M36,623 sh ISHARES TR - CORE S&P MCP ETF
—Quality
$22.1M286,085 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$11.5M156,616 shVANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
—Quality
$11.4M144,727 shVANGUARD BD INDEX FDS - LONG TERM BOND
—Quality
$11.4M164,964 shISHARES TR - RUSSELL 2000 ETF
—Quality
$9.8M32,625 shVANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
—Quality
$7.7M91,376 sh- 50.1
Quality
$567.8K1,350 sh - 70.1
Quality
$491.2K8,525 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD WORLD FD - ESG US STK ETF | — | $46.1M | 348,831 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $27.0M | 36,623 |
| ISHARES TR - CORE S&P MCP ETF | — | $22.1M | 286,085 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $11.5M | 156,616 |
| VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $11.4M | 144,727 |
| VANGUARD BD INDEX FDS - LONG TERM BOND | — | $11.4M | 164,964 |
| ISHARES TR - RUSSELL 2000 ETF | — | $9.8M | 32,625 |
| VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $7.7M | 91,376 |
 Tesla, Inc.$TSLA | 50.1 | $567.8K | 1,350 |
 BRISTOL MYERS SQUIBB CO$BMY | 70.1 | $491.2K | 8,525 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Platt Investment Counsel, LLC's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Other
$147.5M
Technology
$653,118
Industrials
$567,810
Healthcare
$491,211
Full Holdings — Platt Investment Counsel, LLC (Q2 2026)
All 14 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD WORLD FD - ESG US STK ETF | $46.1M | 30.9% | +0% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $27.0M | 18.1% | -1% | — |
| 3 | — | ISHARES TR - CORE S&P MCP ETF | $22.1M | 14.8% | +0% | — |
| 4 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $11.5M | 7.7% | +1% | — |
| 5 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $11.4M | 7.7% | +1% | — |
| 6 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | $11.4M | 7.6% | +2% | — |
| 7 | — | ISHARES TR - RUSSELL 2000 ETF | $9.8M | 6.6% | +0% | — |
| 8 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $7.7M | 5.1% | +1% | — |
| 9 | $TSLA | Tesla, Inc. | $567,810 | 0.4% | -10% | 50.1 |
| 10 | $BMY | BRISTOL MYERS SQUIBB CO | $491,211 | 0.3% | NEW | 70.1 |
| 11 |  $GOOG | Alphabet Inc. | $331,639 | 0.2% | +29% | 80.2 |
| 12 |  $AAPL | Apple Inc. | $321,479 | 0.2% | +19% | 76.1 |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $317,993 | 0.2% | +0% | — |
| 14 | — | ISHARES TR - MORNINGSTAR GRWT | $308,699 | 0.2% | +0% | — |
New Positions (1)
$BMY BRISTOL MYERS SQUIBB CO$491,211Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Platt Investment Counsel, LLC including:
Track Platt Investment Counsel, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Platt Investment Counsel, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Platt Investment Counsel, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Platt Investment Counsel, LLC (SEC CIK: 1859195), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Platt Investment Counsel, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.