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
StableSector Allocation
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AUM History
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Top Equity Holdings by Value
13fpro.ai/research/fund/platt-investment-counsel-llc-1859195
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- 53.6
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 |
| — | $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 |
| 53.6 | $567.8K | 1,350 | |
| 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 | 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 | Tesla, Inc. | $567,810 | 0.4% | -10% | 53.6 | |
| 10 | BRISTOL MYERS SQUIBB CO | $491,211 | 0.3% | NEW | 70.1 | |
| 11 | Alphabet Inc. | $331,639 | 0.2% | +29% | 78.1 | |
| 12 | Apple Inc. | $321,479 | 0.2% | +19% | 76.3 | |
| 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)
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