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, BND, VCSH, and represent 87.18% of Platt Investment Counsel's stock portfolio.
- Added to shares of these 6 stocks: IWM (+$5.8M), BND, BLV, IJH, VCSH, ESGV.
- Started 1 new stock position in IWM.
- Reduced shares in these 2 stocks: SCHP (-$6.7M), QQQ.
- Sold out of its position in SCHP.
- Platt Investment Counsel was a net buyer of stock by $6.6M.
- Platt Investment Counsel has $135M in assets under management (AUM), dropping by 6.59%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Esg Us Stk Etf (ESGV) | 35.9 | $49M | 402k | 120.96 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 19.4 | $26M | 43k | 614.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 13.5 | $18M | 276k | 66.00 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 10.2 | $14M | +50% | 187k | 74.07 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 8.1 | $11M | 138k | 79.73 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 7.1 | $9.6M | +40% | 138k | 69.52 |
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| Ishares Tr Russell 2000 Etf (IWM) | 4.3 | $5.8M | NEW | 24k | 246.16 |
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| Tesla Motors (TSLA) | 0.5 | $675k | 1.5k | 449.72 |
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| Apple (AAPL) | 0.3 | $368k | 1.4k | 271.86 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.2 | $312k | 3.0k | 104.04 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $297k | 948.00 | 313.00 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $290k | 463.00 | 627.13 |
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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 Q4 filed Jan. 7, 2026
- 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