Platt Investment Counsel
Latest statistics and disclosures from Platt Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ESGV, QQQ, IJH, VCSH, BND, and represent 87.79% of Platt Investment Counsel's stock portfolio.
- Added to shares of these 7 stocks: BND (+$9.2M), SCHP (+$6.7M), QQQ, ESGV, IJH, GOOGL, VOO.
- Started 3 new stock positions in SCHP, BND, GOOGL.
- Reduced shares in these 3 stocks: VCSH (-$5.2M), BLV, AAPL.
- Platt Investment Counsel was a net buyer of stock by $15M.
- Platt Investment Counsel has $127M in assets under management (AUM), dropping by 20.65%.
- Central Index Key (CIK): 0001859195
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Portfolio Holdings for Platt Investment Counsel
Platt Investment Counsel holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Esg Us Stk Etf (ESGV) | 37.4 | $48M | +4% | 401k | 118.44 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 20.4 | $26M | +10% | 43k | 600.37 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 14.1 | $18M | +12% | 274k | 65.26 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 8.6 | $11M | -32% | 136k | 79.93 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 7.3 | $9.2M | NEW | 124k | 74.37 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 5.5 | $7.0M | -25% | 98k | 70.85 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 5.3 | $6.7M | NEW | 248k | 26.95 |
|
| Tesla Motors (TSLA) | 0.5 | $667k | 1.5k | 444.72 |
|
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| Apple (AAPL) | 0.3 | $345k | 1.4k | 254.63 |
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|
| Ishares Tr Morningstar Grwt (ILCG) | 0.2 | $313k | 3.0k | 104.30 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $284k | +4% | 463.00 | 612.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $231k | NEW | 948.00 | 243.10 |
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Past Filings by Platt Investment Counsel
SEC 13F filings are viewable for Platt Investment Counsel going back to 2020
- Platt Investment Counsel 2025 Q3 filed Oct. 14, 2025
- Platt Investment Counsel 2025 Q2 filed July 7, 2025
- Platt Investment Counsel 2025 Q1 filed April 10, 2025
- Platt Investment Counsel 2024 Q4 filed Jan. 15, 2025
- Platt Investment Counsel 2024 Q3 filed Oct. 24, 2024
- Platt Investment Counsel 2024 Q2 filed July 16, 2024
- Platt Investment Counsel 2024 Q1 filed April 19, 2024
- Platt Investment Counsel 2023 Q4 filed Jan. 9, 2024
- Platt Investment Counsel 2023 Q3 filed Oct. 10, 2023
- Platt Investment Counsel 2023 Q2 filed July 13, 2023
- Platt Investment Counsel 2023 Q1 filed April 6, 2023
- Platt Investment Counsel 2022 Q4 filed Jan. 17, 2023
- Platt Investment Counsel 2022 Q3 filed Oct. 12, 2022
- Platt Investment Counsel 2022 Q2 filed July 11, 2022
- Platt Investment Counsel 2022 Q1 filed April 18, 2022
- Platt Investment Counsel 2021 Q4 filed Jan. 13, 2022